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Question

simpro and dext integration for entering purchases

  • March 31, 2026
  • 3 replies
  • 22 views
N

Can anyone help regarding integrating Dext and Simpro and setting up workflows?

 

We currently manually enter and receipt all our supplier purchases orders. On the chat last week, the Zapier rep advised that i can use Zapier to do this but i cant work out the workflow and chat is currently offline.

It keeps trying to "create a quote". But i need it to “create a material order” within a project.

Maybe its doing what i want but using different wording?

Google steps to do this do not correlate with the steps to take on Zapier either.

 

Workflow would be

Email to Dext > code project in Dext> export to simpro >find project>find/create supplier>apply to cost code within project> save (or there abouts, there may be other steps but im new to this program).

 

Thanks

3 replies

wisdomdavid

Hi ​@naan_84 I can build this workflow setup for you. sent you a DM already 

Wisdom D
Sparsh from Automation Jinn
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Hey ​@naan_84,

Here are all the triggers/actions for Simpro in Zapier- https://zapier.com/apps/simpro/integrations

It keeps creating a quote because Zapier Simpro integration doesn’t expose Create a material order action. But there is a workaround by querying the API directly using Webhooks in Zapier. See more about the /api/v1.0/companies/{companyID}/vendorOrders/ endpoint here- https://developer.simprogroup.com/apidoc/?page=1ce5d9607216ee37fb61fe793d38e2c3#tag/Vendor-Orders/operation/8d6d1380b85065b784d2ce0dfe9fd2b3. Here is a helpful article about Webhooks in Zapier here- https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zaps.

Your sample workflow will look something like this-

  • New Processed Receipt notification trigger
  • Find job action
  • Find or Create Company Customer action
  • Webhooks in Zapier action

This is a sample workflow and you may need to add extra actions like Filter, Formatter etc as workflows are usually personalized to user’s needs. I know it can get a bit more technical and complex but if it’s important for you, you can give this approach a try. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

 

https://zapier.com/partnerdirectory/automation-jinn | Zapier Silver Solution Partner| Automationjinn.com
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  • Fahad SZapier Solution Partner
  • Zapier Solution Partner
  • March 31, 2026

Hi ​@naan_84 

Here's the Zapier doc that might help: link

If you're still running into issues, drop a screenshot of the error and a quick description of what your Zap is doing, happy to take a look!

And if you'd rather just get it sorted quickly, I offer a free 20-min Zapier troubleshooting call. Book it under Resources on my Zapier Directory profile: https://zapier.com/partnerdirectory/automatemybiz

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