Simpro by Maxmel Tech

simpro is an ai powered platform for trades businesses, streamlining job management, scheduling, invoicing, and compliance integrating with make com enables automated workflows, connecting simpro’s field service data with other business apps for greater efficiency and productivity 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 https //www simprogroup com/ 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, https //www simprogroup com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/simpro community/ 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 authorisation code grant,oauth2 0 resource owner credentials grant,oauth2 0 implicit grant,oauth2 0 client credentials grant,api key oauth2 0 authorisation code grant instructions you need to generate your oauth2 0 credentials login to your simpro developer account using your credentials navigate to the api or developer section register a new application configure the application, specifying the required redirect uri and requested scopes retrieve the generated client id and client secret for your application oauth2 0 resource owner credentials grant instructions you need to retrieve your oauth2 0 credentials login to your platform using your credentials navigate to the developer or api section register a new application configure the application, specifying the required scopes for the data you wish to access locate and note the generated client id and client secret locate the username and password for the resource owner credentials grant oauth2 0 implicit grant instructions you need to register your application to obtain the necessary credentials login to your platform using your credentials navigate to the developer or api section register a new application configure the application, specifying the required redirect uri and scopes for the permissions you need note the generated client id oauth2 0 client credentials grant instructions you need to generate your token using the client credentials grant flow login to your platform using your credentials navigate to the developer or api section of the platform register a new application configure the application, specifying the required scopes or permissions retrieve and note the generated client id and client secret api key instructions you need to obtain your api key from the platform login to your platform using your credentials navigate to the developer or api section within your account settings locate the area for api key management generate a new api key or retrieve your existing api key copy and securely store the api key for future use 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz 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 a specific job, allowing you to add important documents or resources directly to that job record create a contact adds a new contact to your chosen address book or contact list create a job creates a new job entry, allowing you to add a fresh job or task to 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 manage potential customer information create an invoice generates a brand new invoice, allowing you to bill your customers for products or services directly through the platform delete contact or job sure! please provide the content you'd like me to rephrase delete a contact permanently removes a specific contact from your account using the contact’s unique id delete a job removes a specific job from your account 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 get a customer fetches detailed information about a particular company customer, giving you access to all their relevant data get a job fetch detailed information about a specific job using its unique id get a lead this module lets you look up and view detailed information about a specific lead using their unique id get a schedule fetches and displays detailed information about a specific schedule, including its settings and status get a site fetches comprehensive information about a particular site, including its key details and settings get a task fetches 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, authorized api request to the service, enabling you to access features or data not covered by the standard modules search contacts searches your database to find contacts that match specific criteria you set search invoices finds and retrieves invoices that match your specified search criteria search jobs retrieves a detailed list of available jobs, providing information about each job entry search leads finds and retrieves leads based on your specified search criteria search schedules finds and retrieves schedules that match your specified search criteria search sites searches for and retrieves information about sites based on your specified 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 more effectively update a job updates the details of a specific job using its unique id 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 update an invoice updates the details of a specified 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 events templates you can look for more templates in https //www make com/en/templates , 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 https //community make com/search?q=simpro https //www simprogroup com/ https //helpguide simprogroup com/content/welcome htm https //developer simprogroup com/apidoc/ https //www make com/en/integrations/simpro community