Simpro by Maxmel Tech

simpro is an ai driven platform designed for trades businesses, offering automation in scheduling, workforce management, and asset tracking integrating with make com enables seamless workflow automation and data syncing for improved operational efficiency in trade industries this is ai generated content based on official simpro documentation the content may still contain errors—please verify important information if you have questions, contact simpro support directly how to get support on simpro simpro is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=simpro\&app slug=simpro community\&app unique id=simpro c92s90 ueasqt requirements to use the simpro app in make, you must have an active simpro account and an api key, create your account on simpro app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect simpro and {{product name}} to get started, you must first create a connection between simpro and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes (permissions) for the data you wish to access note the generated client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=simpro\&app slug=simpro community\&app unique id=simpro c92s90 ueasqt create the connection in {{product name}} log in in your make account , add the simpro module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your simpro or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page simpro modules after connecting to the simpro app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add job attachment uploads and attaches a new file to an existing job, allowing you to easily add relevant documents or resources to your job records create a contact adds a new contact to your selected account, allowing you to store and manage their details for future interactions create a job creates a new job record, allowing you to add and track a new job within your system create a job attachment folder creates a new folder specifically for storing attachments related to a job create a lead adds a new lead to your system, allowing you to capture and track potential customer information for follow up and engagement create an invoice creates a brand new invoice with the details you provide, making it easy to keep track of your billing and payments delete contact or job sure! please provide the content or module description you'd like me to rephrase delete a contact permanently removes a specific contact from your account using its unique id delete a job permanently removes a specific job from your system using its unique id delete a job attachment removes a specific attachment from a job using its unique id delete a lead permanently removes a specific lead from your system using the provided lead id delete a site permanently removes a specific site from your account using its unique id delete a task permanently removes a specific task from your account using its unique id delete an invoice permanently removes a specific invoice from your records using its unique id get a contact fetches detailed information about a specific contact from your account get a customer fetches and displays detailed information about a particular company customer, such as their profile, contact details, and account status get a job fetches detailed information about a specific job using its unique id get a lead fetches comprehensive information about a specific lead using its unique id get a schedule fetches and displays specific information about a selected schedule, giving you all the details you need about that particular schedule get a site fetches comprehensive information about a particular site, including its key details and settings get a task retrieves detailed information about a specific task using its unique id get an employee fetches detailed information about a specific employee using their unique id get an invoice fetches detailed information about a specific invoice using its unique id make an api call allows you to make a custom api request to the service using your own parameters and authorization, giving you flexibility to access features or data not covered by the standard modules search contacts searches your database to find contacts that match your specified criteria search invoices searches for invoices based on your specified criteria, helping you quickly find the exact invoices you need search jobs retrieves a detailed list of all available jobs, including relevant information about each one search leads searches your database for leads that match specific criteria you set, helping you quickly find the contacts you need search schedules finds and retrieves schedules that match your specified search criteria search sites this module helps you find and retrieve a list of sites based on your search criteria search tasks finds and retrieves tasks that match your specified search criteria search work orders finds and retrieves work orders that match your specified search criteria update a contact updates the details of an existing contact using their unique id update a contact custom field updates the values of specific custom fields for a selected contact, allowing you to personalize and manage contact information according to your needs update a job updates the details of a specific job using its unique id, allowing you to modify information such as job status, description, or other related fields update a lead updates the details of a specific lead using its unique id update a task updates the details of a specific task using its unique id, allowing you to modify information such as the task’s title, description, status, or other relevant fields update an invoice updates the details of a specific invoice, allowing you to modify information such as amounts, dates, or customer data watch events activates when specific events occur, allowing you to start automated workflows based on those triggers templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} simpro resources you can have access to more resources related to this app on the following links simpro topics on make community simpro website simpro documentation simpro api documentation simpro page on make