Connect Rosie and ServiceWorks to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Booking" from Rosie.

Add your action

An action happens after the trigger—such as "Create Customer" in ServiceWorks.

You’re connected!

Zapier seamlessly connects Rosie and ServiceWorks, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Booking
Triggers when a new booking is created.
Trigger
Instant
Try It
- Conversation Type
Trigger
Instant
Try It
Yelp Reply Ready
Triggers when Rosie or your team has a message for a Yelp customer. Add the Yelp Leads "Create Message" step after it to post the message in the customer's Yelp thread.
Trigger
Instant
Try It
Edit Customer
Triggers when a customer is edited.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It

New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Account Number
  Required
- Email
- Send Email To Customer
- Customer primary phone
  Required
- Send text to customer
- Customer secondary phone
- Send text to the customer's secondary phone number
- Company Name
- Note
- Add Financial Charges
- User Name
- Password
- Payment Term
- Enable credit limit
- Is Sub Customer
- Billable To
- Customer Address
  Required
- City
  Required
- State
  Required
- First Name
  Required
- Last Name
- Primary Phone
- Send text to customer
- Secondary Phone
- Send text to the customer's secondary phone number
- Email
- Send email to customer
- Note
- Latitude
- Longitude
- Zip
- Country Code
- Customer Billing Address
- City
- State
- First Name
- Last Name
- Primary Phone
- Send text to customer
- Secondary Phone
- Send text to the customer's secondary phone
- Email
- Send Email To Customer
- Note
- Latitude
- Longitude
- Zip
- Country Code
Action
Write

New Call
Triggers when a new call has been added.
Trigger
Instant
Try It
- Conversation Type
Trigger
Instant
Try It
- Yelp Lead ID
  Required
- Customer Message
  Required
- Customer Name
- Yelp Business ID
- Message ID
Action
Write
Job Completed
Triggers when a Job is completed.
Trigger
Polling
Try It
New Text Message Received
Triggers when a new text message is received from a customer
Trigger
Polling
Try It
Trip Completed
Triggers when a trip is completed.
Trigger
Polling
Try It

For AI agents & developers

Use Rosie and ServiceWorks with AI agents and code

Beyond Zap workflows. Call Rosie and ServiceWorks actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Rosie and ServiceWorks actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Send Yelp Message to Rosie
Create Customer

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Rosie and ServiceWorks actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* rosie / serviceworks action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Rosie and ServiceWorks to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Rosie to ServiceWorks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Rosie

Rosie is an AI answering service for businesses. Grow your business while Rosie answers your phone calls, takes messages and sets appointments 24/7.

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Related categories

AI Assistants

About ServiceWorks

ServiceWorks is a Field Service Management Platform

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