Project management

Simpro + StackGo

Run compliance from inside Simpro. Checks start from a record and the result lands back on the client.

Simpro publishes 2 trigger events and 16 actions on its public Zapier listing. That is what a StackGo connector would be built on.

Project management System of record Not connected yet

Also listed under Practice management

What Simpro is

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

Description supplied by Simpro.

The trigger

What starts a check

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

  • Company Customer Updated
  • New Company Customer
The write-back

What StackGo puts back on the record

A Simpro connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes on the systems it connects to today.

  • Verification status
  • Risk rating
  • Last checked
  • Report link
  • Verified name
  • Date of birth
  • Document checked
  • Screening result
  • Beneficial owners
  • Form responses
  • Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

How it lands in Simpro
  • Attach File to Job
  • Create Company Customer
  • Create Contact
  • Create Individual Customer

Simpro's own write operations. The result goes onto the record you already work in.

Everything else Simpro publishes

Simpro’s public integration surface

The rest of what Simpro exposes on Zapier, beyond the ones above. This is the raw material a connector would use.

12 more actions
  • Create Service Job
  • Create Lead
  • Create Service Quote
  • Create Schedule Block(s)
  • Create Site
  • Update Job
  • Find Contact
  • Find Quote
  • Find Schedule
  • Find Site
  • Find Company Customer
  • Find Individual Customer

Names are Simpro’s own, read from its public Zapier listing on 28 August 2026.

Questions

Common questions about Simpro

Can I integrate Xero with Simpro?

There is no StackGo connector for Simpro yet. Simpro publishes 2 trigger events and 16 actions through Zapier, including “Company Customer Updated”, so building one is realistic. Requests decide the build order.

What is Simpro software used for?

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

Which Simpro events can start a compliance check?

“Company Customer Updated”, “New Company Customer”. These are Simpro’s own trigger names from its public Zapier listing. StackGo does not connect to Simpro yet, so they show where a connector would start.

Questions taken from what people actually search in Australia. We answer only the ones our own data answers.

Where this sits

Simpro is the record. StackGo runs the steps around it.

Every step writes back to Simpro, so the client record stays the source of truth.

If you use Simpro, you probably also use

Want Simpro connected?

Requests decide the build order. Tell us and we will tell you where it sits.

Request this integration

Ready to make onboarding minutes, not hours?

Start free and run your first check today, or book a demo and we will walk you through it.