Sim Pro for Workflows
Manage your trade business, like a boss.
Sim Pro for Workflows is a comprehensive tool tailored for agencies and businesses to streamline operations, manage contacts, customers, jobs, and quotes efficiently, and automate workflows with ease. With its robust set of actions and triggers, this app provides everything you need to optimize business processes and enhance team productivity.
Project Automation
Contact Management
Customer Operations
Workflow Scalability
Detailed Information
Actions
Create Contact
Quickly add new contacts to your system for communication or record-keeping. Ideal for lead generation or customer management.
Update Contact
Modify and maintain accurate contact details as needed to reflect the latest information.
Delete Contact
Remove outdated or unnecessary contacts to keep your records clean and relevant.
Get Contact
Retrieve detailed information about a specific contact for reference or further action.
Update Contact Custom Field
Personalize contact records by updating custom fields according to your business needs.
Create Company Customer
Add new business customers to your CRM and begin tracking their interactions and transactions.
Detailed Information
Triggers
Contact Created
Automatically trigger workflows whenever a new contact is added to your system.
Company Customer Created/Updated
Initiate actions when a company customer is added or their details are changed.
Individual Customer Created/Updated
Respond instantly to the creation or modification of individual customer profiles.
Site Created/Updated
Trigger workflows when a new site is created or an existing site is modified.
Detailed Information
Use Cases
End-to-End Project Management
Manage every aspect of a project, from creating jobs and sites to tracking schedules and invoices.
Customer and Vendor Relationships
Build and maintain strong relationships by keeping customer and vendor data organized and up to date.
Enhanced Collaboration and Communication
Automate notifications and updates for seamless collaboration between teams and clients.
Sim Pro for Workflows
Why Choose Sim Pro for Workflows?
Streamline Business Operations
Sim Pro empowers agencies by automating tedious tasks and centralizing data management for improved efficiency.Scalable for Businesses of All Sizes
Whether you’re managing small projects or complex operations, Sim Pro scales effortlessly to meet your needs.Seamless Integration and Automation
Connect with other tools to automate workflows and create a unified ecosystem for managing your business processes.
Apps Installation and Integration
Custom Actions
Create Contact
Language Detector
Language Detector
Get Contact
Update Custom Field
Create Company
Get Company
Create Individual
Get Individual
Create Site
Get Site
Create Job
Get Job
Create Employee
Get Employee
Update Employee
Delete Employee
Create Vendor
Get Vendors
Update Vendor
Delete Vendor
Create Catalog Group
Get Catalog Group
Update Catalog Group
Delete Catalog Group
Create Catalog
Get Catalog
Update Catalog
Delete Catalog
Create Quote
Get Quote
Update Job
Update Quote
Create Lead
Create Invoice
Get Job Custom Field
Update Lead
Get Customer
Get Site By Name
Create Project Tag
Get Project Tag
Get Customer Email
Custom Triggers
Contact Created
Employee Created
Company Customer
Company Customer
Individual Customer
Individual customer
Job Created
Job Updated
Quote Created
Quote Updated
Site Created
Site Updated
Job Schedule created
Job Schedule updated
Like what you see? Install the app right now
Connect 120+ Applications. Auto Sync Data across Apps. Avoid Manual Processes. Save Time & Money.
Level Up Marketplace supports all the popular apps for CRM, Marketing, E-Commerce, Helpdesk, Payments, Web forms, Collaboration and much more...
Official GHL Developer Partner
We are honoured to be one of the first three Official GoHigh Level Developer partners.
Our high involvement with the app marketplace, and commitment to developing the best apps from day 1, saw us recognised by GHL as an official global developer partner.
We have frequent communications with the GHL dev team giving us a platform to bring your requests to their attention. Not only that, but early access to upcoming features means our apps will always work with any new GHL product.
Join us on our app journey
Level Up Marketplace is the largest app supplier on GHL. Trust us to help you maximise revenue and add value to increase client retention and acquisition. Apps are the future of GHL - are you ready to get involved?
