ServiceTrade Integrations
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Create Asana tasks for new ServiceTrade deficiencies
Use Asana's project management capabilities to manage the lifecycle of a deficiency with more in-depth tasking. Once you set up this Asana and ServiceTrade integration, new deficiencies in ServiceTrade will be added as tasks on an Asana project.
How this ServiceTrade-Asana integration works
- A new deficiency is created in ServiceTrade
- A task is added to a project in Asana
Apps involved
- ServiceTrade
- Asana
Upload new ServiceTrade attachments to Dropbox
This ServiceTrade to Dropbox integration makes it easy for you to keep a backup copy of all your ServiceTrade attachments. Once the integration is set up, all ServiceTrade attachments will automatically be uploaded into Dropbox, so you can enjoy the benefits of online and offline storage, as well as document versioning.
How this ServiceTrade-Dropbox integration works
- A new attachment is uploaded to ServiceTrade
- The attachment is uploaded to Dropbox
Apps involved
- ServiceTrade
- Dropbox
Send Slack messages for new ServiceTrade deficiencies
This integration is a great example of custom notifications from ServiceTrade via Slack. Slack is an internal communication tool that can turn ServiceTrade events into push notifications with the help of this integration. Now your team can get notified in Slack automatically when new deficiencies are created in ServiceTrade.
How this ServiceTrade-Slack integration works
- A new deficiency is created in ServiceTrade
- A message is sent to a Slack channel
Apps involved
- ServiceTrade
- Slack
Send emails for new ServiceTrade job comments
With this integration you can create custom email notifications when new ServiceTrade job comments are added. This is a great way to get notified about new information in your ServiceTrade account, and, when combined with a Filter step, can be a powerful way to stay in the loop about high-priority customers and jobs.
How this ServiceTrade-Email by Zapier integration works
- A new job comment is created in ServiceTrade
- An email is sent containing the comment information
Apps involved
- ServiceTrade
- Email by Zapier
Create Wufoo entries for new ServiceTrade invoices
Wufoo supports online forms that can accept payment details. With this integration, you can have a new payment form entery from a new ServiceTrade invoice, which can enable your technicians to bill and accept payment in the field.
How this ServiceTrade-Wufoo integration works
- A new invoice is created in ServiceTrade
- An entry is in created in Wufoo
Apps involved
- ServiceTrade
- Wufoo
Create Google Calendar events for new ServiceTrade appointments
With this integration you can keep your ServiceTrade schedule of appointments in sync with your Google Calendar. If Google Calendar is a more convenient way to view your scheduled work, using this integration lets you combine the power of ServiceTrade with the convenience of Google Calendar.
How this ServiceTrade-Google Calendar integration works
- A new ServiceTrade appointment is scheduled
- A Google Calendar event is created
Apps involved
- ServiceTrade
- Google Calendar
Create ServiceTrade jobs from new Wufoo form entries
A great way to engage with your customers is to have a service request form on your website. With Wufoo, you can embed a form that allows your customers to request service or alert you to a problem, and have those form submissions automatically create jobs in ServiceTrade, saving you from the inefficiency of processing requests via email and having to re-enter data.
How this ServiceTrade-Wufoo integration works
- A new form entry is submitted in Wufoo
- A job is created in ServiceTrade
Apps involved
- Wufoo
- ServiceTrade
Create Zendesk tickets for new ServiceTrade quotes
Sometimes it's easier to use a helpdesk-style ticketing system like Zendesk to manage follow-up tasks and keep track of quote aging. This integration will create a new Zendesk ticket for every quote that is created in ServiceTrade. You can then assign those tickets to your sales team and leverage the power of Zendesk to ensure every ServiceTrade quote receives the attention it deserves, and no quote falls through the cracks.
How this ServiceTrade-Zendesk integration works
- A quote is created in ServiceTrade
- A ticket is created in Zendesk
Apps involved
- ServiceTrade
- Zendesk
Create ServiceTrade companies for new Pipedrive organizations
This integration helps you keep your Pipedrive CRM organizations in sync with ServiceTrade. Each new organization in Pipedrive will trigger the creation of a Company in ServiceTrade, saving you from double-data entry.
How this Pipedrive-ServiceTrade integration works
- An organization is created in Pipedrive
- A company is created in ServiceTrade
Apps involved
- Pipedrive
- ServiceTrade
New Google Sheets rows for deactivated ServiceTrade locations
It can be valuable to understand when, and by whom, ServiceTrade Locations are marked as inactive. This integration will add a new spreadsheet row to a Google Sheets document every time a Location in ServiceTrade is deactivated. You can then easily see the timestamp of when the Location was marked inactive, and user that performed the action.
How this ServiceTrade-Google Sheets integration works
- ServiceTrade Location deactivated
- A new row is added to a Google Sheets spreadsheet
Apps involved
- ServiceTrade
- Google Sheets
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ServiceTrade Integration Details
Launched on Zapier October 12, 2018
Zapier combines Triggers (like "New Deficiency") and Actions (like "Update Location") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following ServiceTrade Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new deficiency is created.
Triggers when a new job is created.
Triggers when a new attachment is created.
Triggers when a new quote is created.
Triggers when an existing appointment is updated or a new appointment is created.
Triggers when an existing invoice is updated or a new invoice is created.
Triggers when an existing Job is updated.
Triggers when a new clock event (clock-in or clock-out) is created.
Triggers whenever an existing quote is updated.
Triggers when a new company is created.
Triggers when a new contact is created.
Triggers when a new location is created.
Triggers when a new comment is added to a job.
Triggers when an existing Location is updated.
Updates an existing location.
Add an attachment to a job.
Updates an existing appointment based on a provided appointment.
Creates a contact.
Adds an asset to an existing location.
Adds a tag to an existing location.
Updates a contact.
Creates a job.
Creates an appointment.
Creates a new company.
Creates a new Location.
Updates an existing company.
Adds a tag to an existing job.
Finds an existing customer company.
Finds an existing customer location.
Finds a location by an external system and ID.
Finds an existing contact.
Find an existing Job by Job Id.
Finds a job by its job number.
Finds a company by an external system and ID.
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