Birdeye + ServiceTrade

Create new Birdeye customers from new ServiceTrade invoices

Handle your customer management more efficiently with this workflow. When a new invoice is created in ServiceTrade, it immediately creates a new customer in Birdeye. This automation simplifies your client updates and ensures that your customer list in Birdeye stays up-to-date with your invoicing activities in ServiceTrade. A great way to streamline your business operations and save time.

When this happens...
New Invoice
Triggers when a new invoice is created.
TriggerInstant
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Create Customer
Creates a new customer for a specified business.
ActionWrite

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Supported triggers and actions

New Attachment
Triggers when a new attachment is created.
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New Comment
Triggers when a new comment is added to a company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
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New Contact
Triggers when a new contact is created.
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Instant
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New Invoice
Triggers when a new invoice is created.
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New Job Comment
Triggers when a new comment is added to a job.
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Instant
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New Quote
Triggers when a new quote is created.
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Instant
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Updated Company
Triggers when an existing Company is updated.
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Instant
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Updated Deficiency
Triggers when an existing deficiency is updated.
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Instant
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Updated Job
Triggers when an existing Job is updated.
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Instant
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Updated Quote
Triggers when an existing quote is updated.
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Instant
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- Job Number
- File NameRequired
- PurposeRequired
- ContentRequired
Action
Write
- CommentRequired
- Location IDRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
Action
Write
- Request TypeRequired
- API Endpoint URLRequired
Action
Write
- Import Type
- File NameRequired
- ContentRequired
Action
Write
- Contact External ID
- External System Name
- Company
- Location
- TypeRequired
- First NameRequired
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- LocationRequired
- Vendor NameRequired
- Job TypeRequired
- Job Description
- Service LineRequired
- Service DescriptionRequired
- Due Date (Start)
- Due Date (End)
- Expected Duration
- Estimated Price
Action
Write
- CompanyRequired
- Taxable
- Location External ID
- Location External System Name
- Location NameRequired
- Location Address StreetRequired
- Location Address CityRequired
- Location Address StateRequired
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Write
- TagRequired
- Entity TypeRequired
Action
Write
- CompanyRequired
- Company External ID
- Company External System Name
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company Status
Action
Write
- Invoice IDRequired
- Invoice TypeRequired
- Invoice StatusRequired
- Name
- Invoice Number
Action
Write
- LocationRequired
- Taxable
- Location External ID
- Location External System Name
- Location Name
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Company
- Status
Action
Write
- Company NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
Action
Search
- Search StringRequired
Action
Search
- Deficiency NumberRequired
Action
Search
- Job NumberRequired
Action
Search
- External System NameRequired
- External IDRequired
Action
Search
- Company NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
- Company External ID
- External System Name
- Company Address StreetRequired
- Company Address CityRequired
- Company Address State (2-letter abbreviation)Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Search StringRequired
- Contact External ID
- External System Name
- Company
- Location
- TypeRequired
- First NameRequired
- Last Name
- Phone Number
- Email
- Primary
Action
Search or write
- External System NameRequired
- External IDRequired
- CompanyRequired
- Taxable
- Location External ID
- Location External System Name
- Location NameRequired
- Location Address StreetRequired
- Location Address CityRequired
- Location Address StateRequired
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write
- Business NumberRequired
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- Business NumberRequired
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New Refund
Triggers when a new refund is created in birdeye
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Instant
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- Business NumberRequired
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- Business NumberRequired
- CRM Name
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- Parent Business NumberRequired
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- Parent Business NumberRequired
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- Business NumberRequired
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- Business IdRequired
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment IdRequired
- External Appointment IdRequired
- Business numberRequired
- ActionRequired
- Appointment StatusRequired
Action
Write
- Event NameRequired
- Location Business NumberRequired
- CRM NameRequired
Action
Write
- business NumberRequired
- appointment IdRequired
- ActionRequired
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
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Instant
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New Company
Triggers when a new company is created.
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Instant
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New Deficiency
Triggers when a new deficiency is created.
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Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Location
Triggers when a new location is created.
Trigger
Instant
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Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
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Instant
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Updated Location
Triggers when an existing Location is updated.
Trigger
Instant
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- LocationRequired
- Asset DataRequired
- Asset TypeRequired
Action
Write
- CommentRequired
- Job NumberRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
Action
Write
- TagRequired
- Entity TypeRequired
Action
Write
- JobRequired
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Company External ID
- External System Name
- Company NameRequired
- Company Address StreetRequired
- Company Address CityRequired
- Company Address State (2-letter abbreviation)Required
- Company Address Postal Code
- Company Status
Action
Write
- Invoice TypeRequired
- Invoice StatusRequired
- Job IDRequired
- Name
- Invoice Number
Action
Write
- JobRequired
- Libitem
- Display NameRequired
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- LocationRequired
- Job TypeRequired
- Quote DescriptionRequired
- Service LineRequired
- Service DescriptionRequired
- Service Window Start
- Service Window End
- Expiration Date
Action
Write
- Appointment IDRequired
- Job ID
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Contact
- Company
- Location
- Type
- First Name
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- Job ItemRequired
- Libitem
- Display Name
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- Asset SearchRequired
Action
Search
- External System NameRequired
- External IDRequired
Action
Search
- Contract NameRequired
Action
Search
- Job IDRequired
Action
Search
- Location NameRequired
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Company ID
Action
Search
- Quote NumberRequired
Action
Search
- External System NameRequired
- External IDRequired
- Company External ID
- External System Name
- Company NameRequired
- Company Address StreetRequired
- Company Address CityRequired
- Company Address State (2-letter abbreviation)Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Location NameRequired
- Location Address StreetRequired
- Location Address CityRequired
- Location Address StateRequired
- Location Address Postal Code
- CompanyRequired
- Taxable
- Location External ID
- Location External System Name
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write
- Business numberRequired
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
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Instant
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- Business numberRequired
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Instant
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- Parent Business NumberRequired
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New Invoice
Triggers when a new invoice is created in birdeye
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Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- Business NumberRequired
Trigger
Instant
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- Parent Business NumberRequired
Trigger
Instant
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- ClientIdRequired
- First NameRequired
- Last Name
- Date of Birth
- EmailRequired
- PhoneRequired
- Gender
- Business NumberRequired
- Appointment IdRequired
- Provider Id
- Provider First Name
- Provider Last Name
- Start TimeRequired
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total AmountRequired
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation UserRequired
Action
Write
- Business NumberRequired
- Customer IdRequired
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To EmailRequired
- Ticket Status
- Ticket IDRequired
- Parent Business NumberRequired
- User EmailRequired
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

Learn more

Related categories

Reviews

About ServiceTrade

ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

Related categories

Scheduling & Booking

Birdeye + ServiceTrade

Create new Birdeye customers from new ServiceTrade invoices

New Attachment

New Comment

New Contact

New Invoice

New Job Comment

New Quote

Updated Company

Updated Deficiency

Updated Job

Updated Quote

Add Attachment to Job

Add Comment to Location

Create API Request

Upload File to Bulk Import

Create Contact

Create Job

Create Location

Remove Tag

Update Company

Update Invoice

Update Location

Find Company

Find Contact

Find Deficiency by Deficiency Number

Find Job by Job Number

Find Location by External ID

Find or Create Customer Company

Find or Create Contact

Find or Create Customer Location by External ID

Cancel Appointment

Complete Appointment

New Refund

New Contact

New Lead

New Review

Review Deleted

Survey Completed

Create Customer

Update External Appointment Id in Birdeye

Integration Callback

Update Appointment

New Clock Event

New Company

New Deficiency

New Job

New Location

Updated Appointment

Updated Contact

Updated Invoice

Updated Location

Add Asset to Location

Add Comment to Job

Add Tag

Create Appointment

Create Company

Create Invoice

Create Job Item

Create Quote

Update Appointment

Update Contact

Update Job Item

Find Asset by Search

Find Company by External ID

Find Contract by Name

Find Job by Job ID

Find Location

Find Quote by Quote Number

Find or Create Customer Company by External ID

Find or Create Customer Location

New Appointment

New Canceled Invoice

Confirm Appointment

New Ticket

New Invoice

New Payment

No Show Appointment

Review Updated

Create Appointment