LeadConnector + ServiceTrade

LeadConnector + ServiceTrade integrations

Create and manage LeadConnector contacts from new ServiceTrade invoices

Ensure your ServiceTrade invoicing process is seamless with this efficient workflow. When a new invoice is created in ServiceTrade, it will promptly update or add the corresponding contact in the LeadConnector. Not only does this automation reduce manual data entry, but it also accelerates your invoicing process by maintaining an organized contact base in LeadConnector. Enhance your productivity, keep your data consistent, and streamline your billing procedures with this workflow.

When this happens...
New InvoiceTriggers when a new invoice is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds or updates an existing contact.
ActionWrite

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More things you can do with ServiceTrade and LeadConnector

Discover other triggers and actions you can use with ServiceTrade and LeadConnector

New Attachment
Triggers when a new attachment is created.
Trigger
Instant
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New Comment
Triggers when a new comment is added to an asset, company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
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Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
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Instant
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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.
Trigger
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 Name
  Required
- Purpose
  Required
- Content
  Required
Action
Write
- Comment
  Required
- Location ID
  Required
- Scheduling Comment
  Required
- Tech Comment
  Required
- Billing Comment
  Required
- Public Comment
  Required
Action
Write
- Request Type
  Required
- API Endpoint URL
  Required
Action
Write
- Import Type
- File Name
  Required
- Content
  Required
Action
Write
- Contact External ID
- External System Name
- Company
- Location
- Type
  Required
- First Name
  Required
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- Location
  Required
- Vendor Name
  Required
- Job Type
  Required
- Job Description
- Service Line
  Required
- Service Description
  Required
- Due Date (Start)
- Due Date (End)
- Expected Duration
- Estimated Price
Action
Write
- Company
  Required
- Taxable
- Location External ID
- Location External System Name
- Location Name
  Required
- Location Address Street
  Required
- Location Address City
  Required
- Location Address State
  Required
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Write
- Tag
  Required
- Entity Type
  Required
Action
Write
- Company
  Required
- 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 ID
  Required
- Invoice Type
  Required
- Invoice Status
  Required
- Name
- Invoice Number
Action
Write
- Location
  Required
- 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 Name
  Required
- Company Address City
- Company Address State
- Company Address Postal Code
Action
Search
- Search String
  Required
Action
Search
- Deficiency Number
  Required
Action
Search
- Job Number
  Required
Action
Search
- External System Name
  Required
- External ID
  Required
Action
Search
- Company Name
  Required
- Company Address City
- Company Address State
- Company Address Postal Code
- Company External ID
- External System Name
- Company Address Street
  Required
- Company Address City
  Required
- Company Address State (2-letter abbreviation)
  Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Search String
  Required
- Contact External ID
- External System Name
- Company
- Location
- Type
  Required
- First Name
  Required
- Last Name
- Phone Number
- Email
- Primary
Action
Search or write
- External System Name
  Required
- External ID
  Required
- Company
  Required
- Taxable
- Location External ID
- Location External System Name
- Location Name
  Required
- Location Address Street
  Required
- Location Address City
  Required
- Location Address State
  Required
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
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New Company
Triggers when a new company is created.
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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.
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New Location
Triggers when a new location is created.
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Instant
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Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
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Instant
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Updated Contact
Triggers when an existing contact is updated.
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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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- Location
  Required
- Asset Data
  Required
- Asset Type
  Required
Action
Write
- Comment
  Required
- Job Number
  Required
- Scheduling Comment
  Required
- Tech Comment
  Required
- Billing Comment
  Required
- Public Comment
  Required
Action
Write
- Tag
  Required
- Entity Type
  Required
Action
Write
- Job
  Required
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Company External ID
- External System Name
- Company Name
  Required
- Company Address Street
  Required
- Company Address City
  Required
- Company Address State (2-letter abbreviation)
  Required
- Company Address Postal Code
- Company Status
Action
Write
- Invoice Type
  Required
- Invoice Status
  Required
- Job ID
  Required
- Name
- Invoice Number
Action
Write
- Job
  Required
- Libitem
- Display Name
  Required
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- Location
  Required
- Job Type
  Required
- Quote Description
  Required
- Service Line
  Required
- Service Description
  Required
- Service Window Start
- Service Window End
- Expiration Date
Action
Write
- Appointment ID
  Required
- 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 Item
  Required
- Libitem
- Display Name
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- Asset Search
  Required
Action
Search
- External System Name
  Required
- External ID
  Required
Action
Search
- Contract Name
  Required
Action
Search
- Job ID
  Required
Action
Search
- Location Name
  Required
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Company ID
Action
Search
- Quote Number
  Required
Action
Search
- External System Name
  Required
- External ID
  Required
- Company External ID
- External System Name
- Company Name
  Required
- Company Address Street
  Required
- Company Address City
  Required
- Company Address State (2-letter abbreviation)
  Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Location Name
  Required
- Location Address Street
  Required
- Location Address City
  Required
- Location Address State
  Required
- Location Address Postal Code
- Company
  Required
- Taxable
- Location External ID
- Location External System Name
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write
- In Pipeline
  Required
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
  Required
- Select Stage
  Required
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

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Related categories

Marketing Automation

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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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

Related Zap Templates

Create and manage new contacts in LeadConnector when new contacts are added in ServiceTrade

Update LeadConnector contacts when quotes in ServiceTrade are updated