Create eEndorsements contacts from ServiceTrade Invoices
When invoices are created in ServiceTrade, import contacts to eEndorsements to automate review requests.
When invoices are created in ServiceTrade, import contacts to eEndorsements to automate review requests.
- When this happens...Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
- automatically do this!Create or Update Contact
Creates a new contact.
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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.