magicplan + ServiceTrade Integrations

How to connect magicplan + ServiceTrade

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Add attachments to ServiceTrade jobs with new magicplan files

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Generate magicplan projects with newServiceTrade jobs

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Add attachments to ServiceTrade jobs with new projects exported in magicplan

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Add attachments to ServiceTrade jobs with new magicplan files

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Generate magicplan projects with newServiceTrade jobs

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Add attachments to ServiceTrade jobs with new projects exported in magicplan

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Supported triggers and actions

What does this mean?

Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
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- Project NameRequired
- User Email AddressRequired
- Project TypeRequired
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
Action
Write
New Attachment
Triggers when a new attachment is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Deficiency
Triggers when a new deficiency is created.
Trigger
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.
Trigger
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
- Import Type
- File NameRequired
- ContentRequired
Action
Write
- 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
- Company IDRequired
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 Item IDRequired
- Libitem ID
- Display NameRequired
- Quantity
- Cost
- Service Line ID
- Source
- Reference Number
- Technician
- Warehouse
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
- Company 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

File Generated
Triggers for every file that has been generated.
Trigger
Instant
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- Project IDRequired
- File Category
Action
Search
New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Trigger
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.
Trigger
Instant
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New Job Comment
Triggers when a new comment is added to a job.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Updated Company
Triggers when an existing Company is updated.
Trigger
Instant
Try It
Updated Deficiency
Triggers when an existing deficiency is updated.
Trigger
Instant
Try It
Updated Job
Triggers when an existing Job is updated.
Trigger
Instant
Try It
Updated Quote
Triggers when an existing quote is updated.
Trigger
Instant
Try It
- Job Number
- File NameRequired
- PurposeRequired
- ContentRequired
Action
Write
- CommentRequired
- Location IDRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
Action
Write
- JobRequired
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Company External ID
- Company 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
- Job IDRequired
- Libitem ID
- Display NameRequired
- Quantity
- Cost
- Service Line ID
- Source
Action
Write
- Location IDRequired
- Vendor NameRequired
- Job TypeRequired
- Quote Description
- Service LineRequired
- Service DescriptionRequired
- Service Window Start
- Service Window End
- Expiration Date
Action
Write
- TagRequired
- Location IDRequired
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 Street
- 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 Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company External ID
- Company 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
- 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

How magicplan + ServiceTrade Integrations Work

Step 1: Authenticate magicplan and ServiceTrade.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect magicplan + ServiceTrade

About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.

Help

Related categories

Images & Design

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 more Help

Related categories

Scheduling & Booking

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magicplan + ServiceTrade Integrations

How to connect magicplan + ServiceTrade

Add attachments to ServiceTrade jobs with new magicplan files

Generate magicplan projects with newServiceTrade jobs

Add attachments to ServiceTrade jobs with new projects exported in magicplan

Add attachments to ServiceTrade jobs with new magicplan files

Generate magicplan projects with newServiceTrade jobs

Add attachments to ServiceTrade jobs with new projects exported in magicplan

Connect your apps and automate workflows

Project Exported

Create New Project

Project NameRequired

User Email AddressRequired

Project TypeRequired

Project Listing Reference

Street

Street Number

Postal Code

City

Province

Country

Name

Email

Phone

Street

City

Province

Country

Postal Code

Reference

Notes

New Attachment

New Company

New Deficiency

New Job

New Location

Updated Appointment

Updated Contact

Updated Invoice

Updated Location

Add Asset to Location

LocationRequired

Asset DataRequired

Asset TypeRequired

Add Comment to Job

CommentRequired

Job NumberRequired

Scheduling CommentRequired

Tech CommentRequired

Billing CommentRequired

Public CommentRequired

Add Tag

TagRequired

Entity TypeRequired

Upload File to Bulk Import

Import Type

File NameRequired

ContentRequired

Create Contact

Company

Location

TypeRequired

First NameRequired

Last Name

Phone Number

Email

Primary

Create Job

LocationRequired

Vendor NameRequired

Job TypeRequired

Job Description

Service LineRequired

Service DescriptionRequired

Due Date (Start)

Due Date (End)

Expected Duration

Estimated Price

Create Location

CompanyRequired