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I’m trying to generate a Zap to automatically create items in a board on Monday.com every time there is a new Project Job created on Simpro, but I haven’t been able to get Cost Centers information transferred to the boards. For us this is key, as we are planning to generate automations and linked tasks from the Cost Centres. 

Hi @Optum 

Please clarify, what is your question?

Is it possible to transfer the information in the Cost Centers List to a board in Monday.com?

If I’m creating an item per job, could the Cost Centers transfer as subitems or to columns?

Thanks Troy!

@Optum 

Which Zap trigger/actions are you trying to use in your Zaps?

Simpro: https://zapier.com/apps/simpro/integrations#triggers-and-actions

Monday: https://zapier.com/apps/monday/integrations#triggers-and-actions

New Job in Simpro

@Optum

Can you provide more context about the Cost Centers List in Simpro? (screenshots)

Can you post screenshots with how your Zap steps are configured?

You may need to add a Filter as step 2: https://zapier.com/apps/filter/help

 

Hi there @Optum,

I’m jumping in to see if I can help!

Currently, obtaining the Cost Center List isn't available. My suggestion is to contact our Support Team so they can submit a feature request for you or you can directly approach Simpro, as they are responsible for maintaining and updating their app on Zapier.

However, a potential workaround for this could be using Simpro's API for listing the Cost Center which can be found here: https://developer.simprogroup.com/apidoc/?page=9b945efebb006547a94415eadaa12921#operation/45f7d7f4767de4368c59a1873bf67360. Using Webhooks by Zapier could achieve this, but bear in mind that the Webhooks feature is quite advanced, leading to limited support from our end. It isn’t because we are unwilling but due to the varying nature of APIs and the unique requests, it can sometimes be challenging to determine the causes of errors or malfunctions. For added help in setting up Webhooks by Zapier, we have certified Zapier Experts who can assist you: https://zapier.com/experts.

 

Hopefully, this helps!

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