Create integrations between Salesforce and ServiceTrade to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Salesforce and ServiceTrade 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
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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 Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Attachment
Triggers when a new attachment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deficiency
Triggers when a new deficiency is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Location
Triggers when an existing Location is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.LocationRequired
Asset DataRequired
Asset TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommentRequired
Job NumberRequired
Scheduling CommentRequired
Tech CommentRequired
Billing CommentRequired
Public CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JobRequired
Tech IDs
Window Start
Window End
Released
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice TypeRequired
Invoice StatusRequired
Job IDRequired
Name
Invoice Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JobRequired
Libitem
Display NameRequired
Quantity
Cost
Service Line
Used On Date
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Job TypeRequired
Quote DescriptionRequired
Service LineRequired
Service DescriptionRequired
Service Window Start
Service Window End
Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment IDRequired
Job ID
Tech IDs
Window Start
Window End
Released
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact
Company
Location
Type
First Name
Last Name
Phone Number
Email
Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job ItemRequired
Libitem
Display Name
Quantity
Cost
Service Line
Used On Date
Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal System NameRequired
External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContract NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLocation NameRequired
Location Address Street
Location Address City
Location Address State
Location Address Postal Code
Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLocation 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job Comment
Triggers when a new comment is added to a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when an existing Company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Deficiency
Triggers when an existing deficiency is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Job
Triggers when an existing Job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Quote
Triggers when an existing quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Number
File NameRequired
PurposeRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommentRequired
Location IDRequired
Scheduling CommentRequired
Tech CommentRequired
Billing CommentRequired
Public CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request TypeRequired
API Endpoint URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Import Type
File NameRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact External ID
External System Name
Company
Location
TypeRequired
First NameRequired
Last Name
Phone Number
Email
Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Vendor NameRequired
Job TypeRequired
Job Description
Service LineRequired
Service DescriptionRequired
Due Date (Start)
Due Date (End)
Expected Duration
Estimated Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Invoice TypeRequired
Invoice StatusRequired
Name
Invoice Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company Address City
Company Address State
Company Address Postal Code
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeficiency NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appJob NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal System NameRequired
External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch StringRequired
Contact External ID
External System Name
Company
Location
TypeRequired
First NameRequired
Last Name
Phone Number
Email
Primary
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundExternal 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found