Simpro + WHS Monitor

Simpro + WHS Monitor integrations

Create checklist records in WHS Monitor for new Simpro jobs

This integration will create a checklist record on WHS Monitor for every new job created on Simpro. It will return a hyperlink to access the created record on WHS Monitor directly, so that the responsible worker can complete the checklist on WHS Monitor.

When this happens...
New JobTriggers when a job is created.
TriggerInstant
automatically do this!
Create Checklist RecordCreate a new checklist record
ActionWrite

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More things you can do with Simpro and WHS Monitor

Discover other triggers and actions you can use with Simpro and WHS Monitor

New Company Customer
Triggers when a company customer is created.
Trigger
Instant
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New Individual Customer
Triggers when an individual customer is created.
Trigger
Instant
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New Job
Triggers when a job is created.
Trigger
Instant
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New Quote
Triggers when a quote is created.
Trigger
Instant
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New Schedule
Triggers when a job, lead, quote or activity schedule is created.
Trigger
Instant
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New Site
Triggers when a site is created.
Trigger
Instant
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- Company Name
  Required
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- EIN
- Website
- Fax
- Company Number
Action
Write

- Title
- Given Name
  Required
- Family Name
  Required
- Preferred Techs
- Phone
- Do Not Call
- Alt Phone
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
- Email
- Cell Phone
Action
Write
- Customer
  Required
- Site
  Required
- Customer Contact
- Lead Name
- Additional Contacts
- Site Contact
- Description
- Notes
- Follow Up Date
- Tags
- Sales Person
- Project Manager
- Forecast Estimated Price
- Forecast Probability of Sale
- Forecast Expected Due Date Month
- Forecast Expected Due Date Year
- Status ID
- Cost Center
Action
Write
- Staff
  Required
- Date
- Start Time
  Required
- End Time
  Required
- Schedule Rate
  Required
- Notes
- Locked
- Type
Action
Write
- ID
- Email
- WorkPhone
- CellPhone
- AltPhone
Action
Search
- ID
- Staff
- Date
- Type
Action
Search
- ID
- Company Name
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
Action
Search
- ID
- Order No
- Name
Action
Search
- ID
- Name
  Required
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
Action
Search or write
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
- Title
- Given Name
  Required
- Family Name
  Required
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write
- Checklist Type
  Required
- Record ID
  Required
- Title
  Required
- Description
- Location ID
- Person Responsible ID
Action
Write
- RoleName
Action
Write
- storeUserId
  Required
Action
Write
- User ID
- Reports To User ID
  Required
Action
Write
- User ID
  Required
- Worker ID
- Email Address
- First Name
- Last Name
- Other Known Name
- Gender
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Unique Student Identifier
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Write
- Product ID
  Required
Action
Search
- Location Name
  Required
Action
Search
- Location Name
  Required
- Location Name
  Required
- Address
  Required
- City/Town/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country
  Required
Action
Search or write

Company Customer Updated
Triggers when a company customer is updated.
Trigger
Instant
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Individual Customer Updated
Triggers when an individual customer is updated.
Trigger
Instant
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Job Updated
Triggers when a job is updated.
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Instant
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Quote Updated
Triggers when a quote is updated.
Trigger
Instant
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Schedule Updated
Triggers when a job, lead, quote or activity schedule is updated.
Trigger
Instant
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Site Updated
Triggers when a site is updated.
Trigger
Instant
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- Title
- Given Name
  Required
- Family Name
- Email
- Work Phone
- Fax
- Cell Phone
- Department
- Position
- Notes
- Alt Phone
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
- Customer Contact
- Additional Contacts
- Site Contact
- Order No
- Name
- Description
- Notes
- Date Issued
- Due Date
- Due Time
- Tags
- Salesperson
- Project Manager
- Technician
- Stage
- Status
- Response Time
- Auto Adjust Status
Action
Write
- Customer
  Required
- Site
  Required
- Cost Center
  Required
- Customer Contact
- Additional Contacts
- Site Contact
- Description
- Notes
- Salesperson
- Project Manager
- Technicians
- Date Issued
- Due Date
- Validity Days
- Order No
- Name
- Stage
- Year
- Month
- Percent
- Status
- Tags
- Auto Adjust Status
- Catalog
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Type
- Rate
- Markup
- Sales Tax Code
- Time (Hours)
- Income Account
- Type
- Billable Status
- Description
- Estimated Cost
- Markup
- Estimated Time
- Sales Tax Code
- Actual Cost
- Actual Cost Date
- Sell Price
- Quantity
- Income Account
- Prebuild
- Billable Status
- Estimated Time
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Quantity
- Income Account
- Service Fee
- Billable Status
- Fit Time
- Base Price
- Markup
- Sales Tax Code
- Sell Price
- Income Account
Action
Write
- Name
  Required
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Billing Contact
- Contact
- Title
- Given Name
- Family Name
- Email
- Work Phone
- Cell Phone
- Fax
- Position
- Preferred Notification Method
- Public Notes
- Private Notes
- Zone
- Preferred Technicians
- Customers
- STC Zone
- VEEC Zone
Action
Write
- ID
- Order No
- Name
Action
Search
- ID
- Name
- Address
- City
- State
- Postal Code
- Country
Action
Search
- ID
- Phone
- Cell Phone
- Alt Phone
- Email
Action
Search
- ID
- Email
- Work Phone
- Cell Phone
- Alt Phone
- Title
- Given Name
  Required
- Family Name
- Fax
- Department
- Position
- Notes
Action
Search or write
- ID
- Company Name
  Required
- Phone
- Alt Phone
- Email
- EIN
- Website
- Fax
- Company Number
- Preferred Techs
- Do Not Call
- Address
- City
- State
- Postal Code
- Country
- Address
- City
- State
- Postal Code
- Country
- Customer Type
- Tags
- Part Tax Code
- Discount Fee
- Notes
- Customer Profile
- Customer Group
- Account Manager
- Currency
- Account Name
- Routing No
- Account No
- Payment Method
- Credit Limit
- On Stop
- Vendor Order No Required
- Archived
- Sites
Action
Search or write
- Product ID
  Required
- Amount to add
  Required
- Comments
Action
Write
- Location Name
  Required
- Address
  Required
- City/Town/Suburb
  Required
- State
  Required
- Post Code
  Required
- Country
  Required
Action
Write
- Create New User Account
- Worker ID
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Roles
- Other Known Name
- Gender
- Unique Student Identifier
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Write
- User ID
  Required
Action
Write
- Location ID
  Required
- Location Name
- Address
- City/Town/Suburb
- State
- Post Code
- Country
Action
Write
- Storage ID
- Internal Product Code
- Product Name
- SKU
- Page Number
- Page Size
Action
Search
- Storage ID
Action
Search
- Worker Reference
  Required
Action
Search
- Worker Reference
  Required
- Create New User Account
- Worker ID
- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Roles
- Other Known Name
- Gender
- Unique Student Identifier
- Date of Birth
- Mobile Number
- Home Phone Number
- Work Mobile Number
- Approval Responsibility - Allow Check
- Approval Responsibility - Allow Review
- Approval Responsibility - Allow Authorise
- Approval Responsibility - Allow Approve
- Approval Responsibility - Allow Reject
- Approval Responsibility - Allow Trainer / Assessor
- Reports To
- Home Address
- Home Town
- Home State
- Home Postcode
- Personal Email Address
- Date Employed
- Work Phone
- Work Phone Extension
- Emergency Contact First Name
- Emergency Contact Last Name
- Emergency Contact Relationship
- Emergency Contact Address
- Emergency Contact Phone
- Emergency Contact Email
Action
Search or write

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About WHS Monitor

WHS Monitor is a modular, cloud-based Work Health and Safety compliance management software which enables organisations to simply and effectively comply with their Work Health and Safety obligations.

HelpHelp

Related categories

Human Resources

Related Zap Templates

Add new sites in Simpro to WHS Monitor

Add or update WHS Monitor locations with new Simpro updates