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Integration

Automate simPRO without writing code

Twin agents read and act on simPRO jobs, schedules, and invoices. Export open jobs, sync to Asana, or reconcile Xero payments on a recurring schedule.

Integration guide

How Twin uses simPRO inside repeatable agent workflows

Twin treats simPRO as part of a larger workflow, not as an isolated connector. An agent can read the relevant records, combine them with context from other tools, decide what needs to happen next, and report the finished work back to the team.

The page below shows the practical automation patterns for simPRO: what the agent can monitor, which actions it can take, and how the workflow stays observable when it runs on a schedule.

Common starting points include field team workload export, invoice and payment follow-up, research reports with simpro. Each example is designed to become a reusable agent, so teams can start from a narrow job and expand it as the process matures.

Twin is most useful when simPRO activity—new jobs, payments, schedule changes—stays siloed unless someone exports it by hand. Twin agents run on a schedule and push that data where it needs to go, without a person in the loop each time.

What you can do with simPRO

Real simPRO workflows the Twin community runs every day, ready for you to clone.

  • Export open jobs and build workload summaries

    Pull scheduled tasks and open jobs from simPRO for any date range and compile a structured field team summary.

    Explore
  • Sync new simPRO jobs to Asana

    Fetch jobs created since the last run and create matching Asana tasks with job number, description, and customer details.

    Explore
  • Match Xero payments to simPRO invoices

    Pull incoming payments from Xero bank accounts and attempt to match each one against outstanding invoices in simPRO.

    Explore
  • Monitor job statuses and dates

    Read simPRO records, statuses, and dates to track job progress and surface changes that need follow-up.

    Explore

How it works

Three steps from idea to a running simPRO agent.

  1. 1

    Connect via OAuth

    Sign in to simPRO once. Twin securely manages the connection and handles token refreshes for you.

  2. 2

    Describe the workflow

    Tell Twin in plain English what you want done in simPRO. The agent figures out the API calls itself.

  3. 3

    Twin builds and runs

    Twin assembles the agent, runs it on demand or on a schedule, and adapts when simPRO responds in unexpected ways.

Why Twin for simPRO

What makes Twin a better fit than a generic automation tool.

No stale data from manual copying

simPRO activity—new jobs, payments, schedule changes—stays siloed unless someone exports it by hand. Twin agents run on a schedule and push that data where it needs to go, without a person in the loop each time.

Works with API or browser access

simPRO workflows vary by what a user has connected. Twin can use structured API calls where available and fall back to browser-driven steps when the API doesn't cover a specific page or table.

Repeatable workflows from plain English

Describe what you want—"fetch jobs since last run, create Asana tasks"—and Twin builds the agent. No webhook configuration, no custom scripts, no connector mapping.

Build with more than simPRO

These related integration pages give crawlers and readers another path through the automation catalog. They connect simPRO to nearby apps, categories, and paired workflows that teams often evaluate together.

See all integrations

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Frequently asked questions

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