# Simpro integrations: customers, jobs and quotes

> Create a company customer, create a job and create a quote in Simpro, and start a workflow when Simpro sends “Company customer updated”.

**Canonical page:** https://tray.ai/connectors/simpro-integrations/
**Categories:** Operations
**Connects through:** HTTP Connector

## Overview

Simpro is job management software for trade and field service businesses, covering customers, quotes, jobs, scheduling, materials and invoicing. Tray.ai connects to Simpro through the HTTP Connector, so your workflows can call the Simpro API alongside the rest of your stack. API access comes through Simpro's partner program or API plan, so you need approved credentials first.

## Use cases

### Customers

Read, create, update, and delete customers in Simpro from any Tray.ai workflow. The Simpro API covers calls such as list customers and create a company customer.

- List customers
- Create a company customer
- Get a company customer

### Jobs

Read, create, update, and delete jobs in Simpro from any Tray.ai workflow. The Simpro API covers calls such as list jobs and create a job.

- List jobs
- Create a job
- Get a job

### Quotes

Read, create, update, and delete quotes in Simpro from any Tray.ai workflow. The Simpro API covers calls such as list quotes and create a quote.

- List quotes
- Create a quote
- Get a quote

### Invoices

Read, create, update, and delete invoices in Simpro from any Tray.ai workflow. The Simpro API covers calls such as list invoices and create an invoice.

- List invoices
- Create an invoice
- Get an invoice

### Invoice notes

Read, create, and update invoice notes in Simpro from any Tray.ai workflow. The Simpro API covers calls such as list invoice notes and create an invoice note.

- List invoice notes
- Create an invoice note
- Update an invoice note

## Challenges Tray.ai solves

### Keeping Simpro credentials out of logs

A raw API call usually means pasting a key or token into the request, where it ends up in step inputs, logs, and screenshots.

**How Tray.ai helps:** Store Simpro credentials once as a Tray.ai authentication and reference them from the HTTP Connector. Tray.ai masks authentication values in logs, so the secret never shows up in a step's input or output.

### Going from the Simpro API docs to a working call

Translating an example request from API docs into a workflow step means copying the method, URL, headers, and body by hand.

**How Tray.ai helps:** Paste a cURL example from the Simpro API docs into the HTTP Connector and Tray.ai fills in the method, URL, headers, and body for you.

### Handling files and non-JSON responses

Not every API answers in JSON. Some return XML, files, or binary data, or expect a multipart upload.

**How Tray.ai helps:** The HTTP Connector parses JSON and XML responses, returns files you can pass to the next step, and sends multipart form data for uploads.

## Frequently asked questions

### Does Tray.ai connect to Simpro?

Yes. Tray.ai connects to Simpro through the HTTP Connector, which calls the Simpro API directly. Any call the Simpro API documents can run as a step in a Tray.ai workflow. API access comes through Simpro's partner program or API plan, so you need approved credentials first.

### How does Tray.ai authenticate with Simpro?

The Simpro API uses OAuth 2.0 and a bearer token. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

### Can I get a dedicated Simpro connector?

Simpro runs through the HTTP Connector rather than a dedicated connector. If your team wants one, the Tray.ai connector SDK can build a dedicated Simpro connector from the Simpro API.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/