Sync customer profile updates and invoice records from Chaser into Simpro.
Sync customer profile updates and invoice records from Chaser into Simpro.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Chaser Explore Chaser →
TriggersFires when a new invoice is created in Chaser.
Fires when a payment is recorded in Chaser.
Fires when an invoice in Chaser passes its due date unpaid.
Fires when a new expense is recorded in Chaser.
Creates a new invoice in Chaser.
Records a payment against an invoice in Chaser.
Creates a new expense entry in Chaser.
Syncs a customer's billing record in Chaser.
Simpro Explore Simpro →
TriggersFires when a new task, job or item is created in Simpro.
Fires when a task in Simpro is marked complete.
Fires when a task's due date in Simpro is coming up.
Fires when a task, job or project changes status in Simpro.
Creates a new task, job or item in Simpro.
Updates a task's status or assignee in Simpro.
Posts a comment on a task in Simpro.
Assigns a task in Simpro to a team member.
More Chaser + Simpro workflows
Generate invoices when project milestones finish
When a task is completed in Simpro, automatically create an invoice in Chaser so billing occurs immediately without delay.
See details
Move project tasks when invoices become overdue
When an invoice is marked overdue in Chaser, automatically move the associated project task in Simpro to an on-hold stage.
See details
Add task notes when client payments are received
When a payment is received in Chaser, automatically add a comment to the client task in Simpro confirming payment receipt.
See details
See all Chaser + Simpro integrations → · Browse the full workflow library →
Common questions
Can Knit build “Sync customer profile updates and invoice records from Chaser into Simpro.” between Chaser and Simpro?
Yes — describe it in the box above and Knit's Integrations Agent researches Chaser and Simpro's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Simpro with Chaser help our finance team?
It reduces manual data entry by initiating invoices and expense updates automatically as project milestones are completed.
Can payment updates in Chaser alter project tasks in Simpro?
Yes, when a payment is received or an invoice becomes overdue in Chaser, you can automatically move or update tasks in Simpro.