monday.com + ServiceTrade

Create items in monday.com from new quotes in ServiceTrade

This workflow springs into action when a new quote is generated in the ServiceTrade app, leading to the creation of an item in your monday.com app. This automated process ensures that each new quote in ServiceTrade is tracked efficiently in monday.com, enhancing your project management and keeping your team on the same page. No need for manual data entry or double-checking, this integration offers a streamlined solution.

When this happens...
New Quote
Triggers when a new quote is created.
TriggerInstant
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

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 a company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
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
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Updated Deficiency
Triggers when an existing deficiency is updated.
Trigger
Instant
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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
- 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
- Item Created In Board Copy
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
- Workspace Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search

New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Deficiency
Triggers when a new deficiency is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Location
Triggers when a new location is created.
Trigger
Instant
Try It
Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Trigger
Instant
Try It
Updated Location
Triggers when an existing Location is updated.
Trigger
Instant
Try It
- 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
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Group Names to trigger on
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Subitem IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board IDRequired
- User :Required
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn more

Related categories

Project Management

Similar apps

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

Related categories

Scheduling & Booking

Related Zap Templates

Create new items in monday.com from new jobs in ServiceTrade

Related Zap Templates

Create new items in monday.com from new jobs in ServiceTrade

monday.com + ServiceTrade

Create items in monday.com from new quotes in ServiceTrade

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

New Item in Board

New Board

Specific Columns Values Changed in Board

Specific Subitem Column Value Changed in Board

New User

Archive Group

Update Item Name

Create Board

Create Group

Create Subitem

Delete Group

Group Position

Upload File to Specific Column

Get Items by Column Value

Get Board Values

Get File Column Values

Get Subitem Values

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

Any Column Value Changed in Board

Item Moved to Group (Same or Different Board)

New Subitem on Board

Specific Column Value Changed in Board