Simla.com Integration — Automate Simla.com with AI on Beauto
Simla.com is an omnichannel CRM platform with AI for automating communications, measuring team performance, managing customer data, and integrating delivery services and order management.
Category: crm · 141 actions available
What you can automate with Simla.com
Beauto connects Simla.com with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Simla.com events, enrich Simla.com data with AI, or sync Simla.com with the rest of your stack — without writing code.
- Sync Simla.com data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Simla.com events and route the output anywhere
- Schedule recurring Simla.com tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Simla.com actions Beauto supports
- Add Customer Interaction Favorite — Tool to add a product offer to a customer's list of favorites. Use when you need to save a specific product to a customer's favorites on a particular site.
- Combine Customers — Tool to combine multiple customers into one. The specified customers will be merged into the result customer and then deleted. Use when you need to consolidate multiple customer records. Note: This operation is performed
- Combine Corporate Customers — Tool to combine multiple corporate customers into one. The specified customers will be merged into the result customer and then deleted. Use when you need to consolidate multiple corporate customer records. Note: This op
- Combine Orders — Tool to combine two orders into one. The source order will be merged into the result order using the specified technique. Use when you need to consolidate order data from one order into another.
- Create Cost — Create a new cost record in Simla CRM. Use this to track business expenses with period dates, amounts, and cost categories. Required fields: dateFrom (start date), dateTo (end date), summ (amount), and costItem (category
- Create Customer — Creates a new customer in Simla.com. All customer fields are optional - provide at least one field (e.g., firstName, email, or phone) to create a customer. Returns the customer ID upon successful creation.
- Create Corporate Customer — Creates a new corporate customer in Simla.com. Use when you need to add a new business or organization as a customer. At least one field (typically nickName or externalId) should be provided. Returns the corporate custom
- Create Customer Interaction Cart Set — Tool to create or overwrite shopping cart data for a customer. Use when you need to set cart contents for customer interaction tracking. This overwrites any existing cart data for the specified customer.
- Create Corporate Customer Address — Creates a new address for a corporate customer in Simla.com. Use when adding a delivery or billing address to an existing corporate customer account. The address can be specified as simple text or with detailed component
- Create Corporate Customer Company — Tool to create a company for a corporate customer in Simla.com. Use when you need to add a new company to an existing corporate customer record. Returns the newly created company ID on success.
- Create Corporate Customer Contact — Tool to create a link between a corporate customer and a contact person. Use when you need to associate an existing customer as a contact for a corporate customer entity.
- Create Corporate Customer Note — Tool to create a note for a corporate customer. Use when you need to add notes or comments to corporate customer records. Requires either customer ID or external ID to identify the corporate customer.
- Create Customer Note — Tool to create a note for a customer. Use when you need to add notes or comments to customer records. Requires either customer ID or external ID to identify the customer.
- Create Custom Field — Tool to create a custom field for a specified entity in Simla. Use when you need to extend orders, customers, corporate customers, or companies with custom metadata fields.
- Create Custom Fields Dictionary — Tool to create a custom fields dictionary with elements. Use when you need to create a new directory for dictionary-type or multiselect_dictionary-type custom fields.
- Calculate Loyalty Discount — Tool to calculate maximum loyalty discount and bonuses for an order. Use when you need to preview loyalty benefits before order creation or show customers potential savings based on their loyalty status.
- Create Order — Create a new order in Simla with customer details and line items. This action registers an order with customer information, items (with offer IDs), delivery address, and optional metadata. The API automatically creates c
- Create Orders Link — Tool to create a link between multiple orders in Simla. Use when you need to associate two or more orders together with an optional comment.
- Create Order Pack — Tool to create a new order pack in Simla. Use when you need to register pack shipment details for an order item, including store location, quantity, shipment date, and invoice/delivery note numbers.
- Create Order Payment — Create a new payment record for an order in Simla CRM. Use when recording payments received for orders. Required fields: type (payment type code), amount (must be positive), and order reference (id or externalId). The pa
- Create Reference Courier — Tool to create a new courier in Simla.com. Use when you need to add a new courier to the system for delivery management. Returns the courier ID upon successful creation.
- Create Reference Currency — Tool to create a new currency in Simla.com. Use when you need to add a new currency to the system for financial operations and multi-currency support.
- Create Store Inventories Upload — Tool to batch update inventory quantities and purchase prices across warehouses/stores. Use when you need to sync stock levels and cost pricing for offers. Updates leftover stocks (available quantity) and purchasing pric
- Create Store Product Groups — Tool to create a new product group in Simla.com store. Use when you need to add a new product group for organizing products. Returns the product group ID upon successful creation.
- Batch Create Store Products — Tool to batch create products and services in the store catalog. Use when you need to create multiple products at once. Each product requires a name, article (SKU), and catalogId that matches the catalog parameter.
- Create Task — Tool to create a new task. Use after gathering task details and assignees.
- Create Web Analytics Visits Upload — Tool to batch upload web analytics visit records to Simla CRM. Use when tracking customer visits with traffic source attribution. Each visit must include site code, customer identifier, timestamp, and traffic source/medi
- Delete Cost — Tool to delete a cost by ID. Use when you need to remove a cost record from the system.
- Delete Corporate Customer Note — Tool to delete a corporate customer note by ID. Use when you need to remove a note record from a corporate customer.
- Delete Customer Note — Tool to delete a customer note by ID. Use when you need to remove a note record from a customer.
- Delete Order Payment — Tool to delete an order payment by ID. Use when you need to remove a payment record from an order.
- Edit Cost — Tool to edit an existing cost record by ID. Use when you need to update cost details such as amount, dates, cost item, or attribution information for expense tracking and analysis.
- Edit Customer — Tool to edit an existing customer. Use when you need to update customer details by external ID.
- Edit Corporate Customer — Tool to edit an existing corporate customer. Use when you need to update corporate customer details such as nickname, discount, VIP status, or custom fields by external ID.
- Edit Corporate Customer Address — Tool to edit an address for a corporate customer. Use when you need to update address details (name, city, street, building, etc.) for a specific corporate customer address by its external ID.
- Edit Corporate Customer Company — Tool to edit a company associated with a corporate customer. Use when you need to update company details such as name or main status for a corporate customer's company entity.
- Edit Corporate Customer Contact — Tool to edit the link between a corporate customer and a contact person. Use when you need to update contact properties such as marking a contact as the main contact person for a corporate customer.
- Edit Custom Field — Edit an existing custom field's properties by entity type and field code. Use this to modify custom field settings such as display name, description, type, visibility flags, sort order, default values, or settings (for d
- Edit Custom Fields Dictionary — Tool to edit an existing custom fields directory by code. Use when you need to update the directory name or modify its elements (add, remove, or reorder entries).
- Edit Delivery Generic Setting — Tool to register or edit a delivery service integration configuration. Use when you need to create a new delivery service integration or update existing delivery settings including API endpoints, statuses, custom fields,