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AI for Simplicate

We build AI agents that connect to Simplicate via the official API and webhooks, so your CRM, projects and time tracking are enriched automatically without switching systems. The integration runs on EU hosting with a data processing agreement compliant with GDPR. The agent always prepares actions as drafts or asks for confirmation, so you stay in control of what lands in Simplicate.

Official API integration via Simplicate's official API

Webhooks real-time triggers on changes in CRM, projects and hours

EU/GDPR EU hosting and data processing agreements compliant with GDPR

UnifyAI offers AI integrations with Simplicate for SMEs. Our AI Agents connect to Simplicate to automate business processes — securely, with EU hosting and human-in-the-loop so you stay in control of sensitive actions. Implementation typically in 2-3 weeks, fully GDPR-compliant.

Capabilities

What our AI does with Simplicate

Recognize new leads and contact details from email or forms and prepare them as draft organizations or people in Simplicate

Create projects and tasks based on a won quote or customer request, for review before going live

Prepare time entries from calendar items, emails or notifications so staff only need to confirm

Summarize customer and project statuses and flag what needs attention, like open tasks or stalled projects

Prepare quotes and invoicing moments as drafts based on project progress, you approve before sending

Secure access via API key or OAuth with human-in-the-loop: the agent proposes, you confirm before anything is recorded

In practice

Use cases

Leads automatically in your CRM

An AI agent reads incoming requests via email or web form, recognizes company and contact person and prepares them as a draft relationship in Simplicate. You review and confirm before the relationship is permanently recorded.

Start project after approval

Once a quote is accepted, the agent prepares the project, phases and first tasks in Simplicate. Your team starts with a fully set up project instead of an empty shell, and you control the setup.

Time tracking without hassle

Based on calendar, emails and projects, the agent proposes draft time entries per team member. People only need to check and confirm, making time tracking more complete and consistent.

Frequently asked questions

Questions about AI + Simplicate

Does the integration work with my Simplicate subscription?

We integrate via Simplicate's official API, which is available in business subscriptions. We'll take a quick look at which modules you use (CRM, projects, hours, HR) and tailor the integration to fit. Unsure about your package? We'll check it with no obligations.

How exactly do you integrate with Simplicate?

The integration runs via the official API and where useful via webhooks for real-time triggers. If desired, we can also work via an iPaaS layer like n8n, Make or Zapier. We use an API key or OAuth so access is secure and revocable.

Does my customer and project data stay GDPR-compliant?

Yes. The integration runs on EU hosting and we establish a data processing agreement. We only process the data needed for the agreed tasks and you can revoke access at any time.

Can the AI automatically create projects or invoice?

Not by default without your approval. The agent prepares actions as drafts or asks for confirmation, whether it's a new relationship, a project or an invoice moment. You decide what gets permanently recorded in Simplicate; full automation is only an option you explicitly choose.

GDPR-compliantEU hosting, DPIA

2-3 weeks to liveIncluding test period

Official APIDocumented connection

Human-in-the-loopYou stay in control