Integrate simPRO Service Job Details to Google Sheets Using Pabbly Connect

Learn how to integrate simPRO service job details into Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating simPRO service job details with Google Sheets, you need to access Pabbly Connect. Start by navigating to the Pabbly Connect website at Pabbly.com/connect. If you already have an account, simply sign in; if not, click on the sign-up option to create a new account.

Once logged in, you will see the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to initiate the process of adding simPRO service job details to Google Sheets. Here, you will name your workflow, for instance, ‘Add simPRO Service Job Details to Google Sheets’. This name will help you identify the workflow later.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger application in Pabbly Connect. Your trigger application will be simPRO, and you need to select the event that will initiate the workflow. Choose ‘New Job’ as the trigger event, which means that every time a new job is created in simPRO, the workflow will run.

After selecting the trigger event, Pabbly Connect will provide you with a webhook URL. This URL acts as a bridge between simPRO and Pabbly Connect, allowing it to access the necessary information. You will need to copy this URL and set up a webhook subscription in your simPRO account.

• Log in to your simPRO account and navigate to Settings.
• Go to API and then Webhook Subscriptions.
• Create a new subscription, paste the copied webhook URL, and toggle the necessary settings.

Once the webhook is set up, return to Pabbly Connect, which will be waiting for the webhook response, indicating that the integration is ready to test.

3. Creating a Service Job in simPRO

Now that your trigger is set up, it’s time to create a service job in simPRO. In the simPRO interface, navigate to the Jobs section and click on ‘Service Job’. Fill in the customer details, site information, and job title. For example, you might enter ‘User 123’ as the customer name and ‘First Job’ as the job title.

After filling in the necessary fields, click on ‘Finish’ to save the job. This action will trigger the webhook you set up earlier, and you should see a response in Pabbly Connect. This response will include details such as the job ID and other relevant information.

• Ensure all fields are filled correctly to avoid errors.
• Use existing customer and site information to streamline the process.

With the job created, you can now proceed to the next step of retrieving the job details using Pabbly Connect.

4. Retrieving Job Details Using Pabbly Connect

Next, you need to retrieve the job details using Pabbly Connect. Add another action step in your workflow and select simPRO once again. This time, choose the event ‘Get Job by ID’. This action allows you to fetch detailed information about the job you just created.

After selecting the action event, connect to the existing simPRO connection. You will need to map the job ID and company ID from the previous webhook response to ensure that the correct details are fetched. Mapping is crucial as it ensures that the integration works seamlessly for future jobs as well.

Once you have mapped the necessary IDs, click on ‘Save and Send Test Request’. You should receive a detailed response containing all the job details, which you can then send to Google Sheets.

5. Adding Job Details to Google Sheets

Finally, you will add the job details to Google Sheets using Pabbly Connect. Add another action step and select Google Sheets as the application. Choose the action event ‘Add New Row’. This action will automatically add a new row in your specified Google Sheets every time a new job is created in simPRO.

Connect Pabbly Connect to your Google Sheets account, and authorize it to access your sheets. Next, select the spreadsheet where you want the job details to be stored. You will need to map the fields from the previous step to the corresponding columns in Google Sheets, such as customer name, site name, job title, and issue date.

After mapping the fields, click on ‘Save and Send Test Request’. You should see a confirmation that the data has been successfully added to your Google Sheets. You can check your Google Sheets to verify that the job details have been recorded accurately.

Conclusion

In this tutorial, we demonstrated how to integrate simPRO service job details into Google Sheets using Pabbly Connect. By following these steps, you can automate the process of transferring job details seamlessly, enhancing your workflow efficiency. With Pabbly Connect, integrating multiple applications has never been easier.