Connect Relate to Simpro

Both apps 39Relate 22Simpro 17

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

• Action
  Create Company Customer

  Creates a company customer in Simpro and returns its ID.

• Action
  Create Contact

  Creates a contact in Simpro and returns its ID.

• Action
  Create Individual Customer

  Creates an individual (person) customer in Simpro and returns its ID.

• Action
  Create Lead

  Creates a sales lead in Simpro for a customer and site, and returns its ID.

• Action
  Create Schedule Block(s)

  Schedules a staff member on a job cost center for a time block on one day, and returns the schedule's ID.

• Action
  Create Service Job

  Creates a service job in Simpro and returns its ID.

• Action
  Create Service Quote

  Creates a service quote in Simpro and returns its ID.

• Action
  Create Site

  Creates a site (a customer location) in Simpro and returns its ID.

• Action
  Find Company Customer

  Finds company customers in Simpro by company name and returns the matches.

• Action
  Find Contact

  Finds contacts in Simpro by last name and returns the matches.

• Action
  Find Individual Customer

  Finds individual customers in Simpro by last name and returns the matches.

• Action
  Find Job

  Finds jobs in Simpro by name and returns the matches.

• Action
  Find Quote

  Finds quotes in Simpro by name and returns the matches.

• Action
  Find Schedule

  Finds schedules in Simpro by date (YYYY-MM-DD) and returns the matches.

• Action
  Find Site

  Finds sites in Simpro by name and returns the matches.

• Action
  Update Company Customer

  Updates an existing company customer in Simpro.

• Action
  Update Job

  Updates an existing Simpro job's details.

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