ServiceTrade Integrations

Scheduling & Booking

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Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Google Calendar

Calendar, Google

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

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Documents, Zapier

Code by Zapier

Developer Tools, Zapier

Gmail

Email, Google

Microsoft Outlook

Email, Microsoft

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Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Google Calendar

Calendar, Google

Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Formatter by Zapier

Documents, Zapier

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Google Calendar

Calendar, Google

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Popular ways to use ServiceTrade workflows

Create Asana tasks for new ServiceTrade deficiencies
Try it
ServiceTrade + Asana
More details
When this happens
Step 1: New Deficiency
Then do this
Step 2: Create Task
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Create Asana tasks for new ServiceTrade deficiencies
Create Asana tasks for new ServiceTrade deficiencies
ServiceTrade + Asana
Upload new ServiceTrade attachments to Dropbox
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ServiceTrade + Dropbox
More details
When this happens
Step 1: New Attachment
Then do this
Step 2: Upload File
See Zap details Try it
Upload new ServiceTrade attachments to Dropbox
Upload new ServiceTrade attachments to Dropbox
ServiceTrade + Dropbox
Send Slack messages for new ServiceTrade deficiencies
Try it
ServiceTrade + Slack
More details
When this happens
Step 1: New Deficiency
Then do this
Step 2: Send Channel Message
See Zap details Try it
Send Slack messages for new ServiceTrade deficiencies
Send Slack messages for new ServiceTrade deficiencies
ServiceTrade + Slack
Send emails for new ServiceTrade job comments
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ServiceTrade + Email by Zapier
More details
When this happens
Step 1: New Job Comment
Then do this
Step 2: Send Outbound Email
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Send emails for new ServiceTrade job comments
Send emails for new ServiceTrade job comments
ServiceTrade + Email by Zapier
Create Wufoo entries for new ServiceTrade invoices
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ServiceTrade + Wufoo
More details
When this happens
Step 1: Updated Invoice
Then do this
Step 2: Create Entry
See Zap details Try it
Create Wufoo entries for new ServiceTrade invoices
Create Wufoo entries for new ServiceTrade invoices
ServiceTrade + Wufoo
Create Google Calendar events for new ServiceTrade appointments
Try it
ServiceTrade + Google Calendar
More details
When this happens
Step 1: Updated Appointment
Then do this
Step 2: Create Detailed Event
See Zap details Try it
Create Google Calendar events for new ServiceTrade appointments
Create Google Calendar events for new ServiceTrade appointments
ServiceTrade + Google Calendar
Create ServiceTrade jobs from new Wufoo form entries
Try it
Wufoo + ServiceTrade
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Job
See Zap details Try it
Create ServiceTrade jobs from new Wufoo form entries
Create ServiceTrade jobs from new Wufoo form entries
Wufoo + ServiceTrade
Create Zendesk tickets for new ServiceTrade quotes
Premium
Try it
ServiceTrade + Zendesk
More details
When this happens
Step 1: New Quote
Then do this
Step 2: Create Ticket
See Zap details Try it
Create Zendesk tickets for new ServiceTrade quotes
Premium
Create Zendesk tickets for new ServiceTrade quotes
ServiceTrade + Zendesk

Supported triggers and actions

What does this mean?

New Attachment
Triggers when a new attachment is created.
Trigger
Instant
New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Trigger
Instant
New Company
Triggers when a new company is created.
Trigger
Instant
New Contact
Triggers when a new contact is created.
Trigger
Instant
New Deficiency
Triggers when a new deficiency is created.
Trigger
Instant
New Job
Triggers when a new job is created.
Trigger
Instant
New Job Comment
Triggers when a new comment is added to a job.
Trigger
Instant
New Location
Triggers when a new location is created.
Trigger
Instant
ServiceTrade
Triggers when a new quote is created.
Instant
Trigger
ServiceTrade
Triggers when an existing appointment is updated or a new appointment is created.
Instant
Trigger
ServiceTrade
Triggers when an existing Company is updated.
Instant
Trigger
ServiceTrade
Triggers when an existing contact is updated.
Instant
Trigger
ServiceTrade
Triggers when an existing invoice is updated or a new invoice is created.
Instant
Trigger
ServiceTrade
Triggers when an existing Job is updated.
Instant
Trigger
ServiceTrade
Triggers when an existing Location is updated.
Instant
Trigger
ServiceTrade
Triggers whenever an existing quote is updated.
Instant
Trigger
ServiceTrade
Adds an asset to an existing location.
Scheduled
Action
ServiceTrade
Add an attachment to a job.
Scheduled
Action
ServiceTrade
Adds a comment to an existing job.
Scheduled
Action
ServiceTrade
Adds a comment to an existing location.
Scheduled
Action
ServiceTrade
Adds a tag to an existing job.
Scheduled
Action
ServiceTrade
Adds a tag to an existing location.
Scheduled
Action
ServiceTrade
Adds a tag to an existing quote.
Scheduled
Action
ServiceTrade
Creates an appointment.
Scheduled
Action
ServiceTrade
Creates a new company.
Scheduled
Action
ServiceTrade
Creates a contact.
Scheduled
Action
ServiceTrade
Creates a new invoice, or updates an existing invoice. If you provide an Invoice ID, the existing invoice identified by that ID will be updated. Otherwise, a new invoice will be created.
Scheduled
Action
ServiceTrade
Creates a job.
Scheduled
Action
ServiceTrade
Creates a new Job Item on a Job.
Scheduled
Action
ServiceTrade
Creates a new Location.
Scheduled
Action
ServiceTrade
Creates a quote.
Scheduled
Action
ServiceTrade
Removes a tag from existing company.
Scheduled
Action
ServiceTrade
Removes a tag from existing location.
Scheduled
Action
ServiceTrade
Updates an existing appointment based on a provided appointment.
Scheduled
Action
ServiceTrade
Updates an existing company.
Scheduled
Action
ServiceTrade
Updates a contact.
Scheduled
Action
ServiceTrade
Updates an existing Job Item.
Scheduled
Action
ServiceTrade
Updates an existing location.
Scheduled
Action
ServiceTrade
Finds an existing customer company.
Scheduled
Action
ServiceTrade
Finds a company by an external system and ID.
Scheduled
Action
ServiceTrade
Finds an existing contact.
Scheduled
Action
ServiceTrade
Find an existing Job by Job Id.
Scheduled
Action
ServiceTrade
Finds a job by its job number.
Scheduled
Action
ServiceTrade
Finds an existing customer location.
Scheduled
Action
ServiceTrade
Finds a location by an external system and ID.
Scheduled
Action
ServiceTrade
Find or Create Customer Company
Scheduled
Action
ServiceTrade
Find or Create Customer Company by External ID
Scheduled
Action
ServiceTrade
Find or Create Contact
Scheduled
Action
ServiceTrade
Find or Create Customer Location
Scheduled
Action
ServiceTrade
Find or Create Customer Location by External ID
Scheduled
Action

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.

Related categories

Scheduling & Booking

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Popular ServiceTrade Integrations