Your No-code and AI Automation Partner

Automate Uploading Documents to Simpro Jobs

Seamlessly integrate your email workflow with Simpro by automating the upload of documents directly from your email to a specified job in Simpro. Save time, reduce errors, and ensure important documents are never missed by creating an efficient, automated process that handles email-sourced documents with precision.

When an Email Received

1. Capture Email Document

Automatically detect new emails with attachments.

Extract Document Attachment

2. Extract Attachment

Extract attached document from the email.

Find a Job

3. Locate Job in Simpro

Identify the right job in Simpro from email data.

Upload a Document

4. Upload Document to Simpro

Upload the extracted document to the identified job.

- Repeat -

Automation Benefits

Benefits of Automation

Experience significant improvements in workflow efficiencies by automating document uploads to Simpro.

Enhanced Efficiency

Streamline your process and reduce time spent on manual tasks.

Reduced Human Error

Minimize the chances of uploading documents to incorrect jobs.

Increased Accuracy

Ensure documents always reach the right job in Simpro quickly and efficiently.

Improved Workflow

Automate routine tasks, freeing up team members for more valuable work.

Better Document Organization

Keep track of all job-related documents effortlessly.

Optimized Resource Use

Allocate resources more effectively by reducing manual data entry.

Features

Key Features

Transform your document management process by integrating email document workflows directly into Simpro.

1
Seamless Email Integration
Capture documents from email seamlessly and link them with Simpro jobs.
2
Accurate Job Matching
Automatically match incoming documents to the correct job, minimizing errors.
3
Real-time Document Upload
Ensure documents are uploaded instantly, keeping your records up-to-date.

Outcomes

Automation Outcomes

Leverage the benefits of automatic document management for field service operations.

75%

Error Reduction

50+ hours

Time Savings

30%

Increased Efficiency

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FAQ

Frequently asked questions about this automation integration with Simpro.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time

One-time Fee

Pay once for build out.

Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly

Build Fee + Maintenance Fee

from 300$/month

Pay for build + lower recurring maintenance fee.

Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract

Recurring

from $600/month

Use our pre-built solution with no changes.

Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required

Ready to Move Forward?
Join the automation strategy call

You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.