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ServiceTrade Integrations
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The following ServiceTrade Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers
InstantNew Attachment
Triggers when a new attachment is created.
InstantNew Job
Triggers when a new job is created.
InstantNew Company
Triggers when a new company is created.
InstantNew Job Comment
Triggers when a new comment is added to a job.
InstantNew Quote
Triggers when a new quote is created.
InstantUpdated Company
Triggers when an existing Company is updated.
InstantUpdated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
InstantUpdated Location
Triggers when an existing Location is updated.
InstantNew Deficiency
Triggers when a new deficiency is created.
InstantNew Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
InstantNew Contact
Triggers when a new contact is created.
InstantNew Location
Triggers when a new location is created.
InstantUpdated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
InstantUpdated Contact
Triggers when an existing contact is updated.
InstantUpdated Job
Triggers when an existing Job is updated.
InstantUpdated Quote
Triggers whenever an existing quote is updated.
Actions
Add Attachment to Job
Add an attachment to a job.
Update Appointment
Updates an existing appointment based on a provided appointment.
Update Location
Updates an existing location.
Add Comment to Job
Adds a comment to an existing job.
Add Tag to Job
Adds a tag to an existing job.
Add Tag to Quote
Adds a tag to an existing quote.
Create Company
Creates a new company.
Create or Update Invoice
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.
Create Location
Creates a new Location.
Remove Tag From Company
Removes a tag from existing company.
Update Company
Updates an existing company.
Create Job Item
Creates a new Job Item on a Job.
Update Job Item
Updates an existing Job Item.
Add Asset to Location
Adds an asset to an existing location.
Add Comment to Location
Adds a comment to an existing location.
Add Tag to Location
Adds a tag to an existing location.
Create Appointment
Creates an appointment.
Create Contact
Creates a contact.
Create Job
Creates a job.
Create Quote
Creates a quote.
Remove Tag From Location
Removes a tag from existing location.
Update Contact
Updates a contact.
Searches
Find Company
Finds an existing customer company.
Find Job by Job Id
Find an existing Job by Job Id.
Find Company by External ID
Finds a company by an external system and ID.
Find Location by External ID
Finds a location by an external system and ID.
Find Location
Finds an existing customer location.
Find Job by Job Number
Finds a job by its job number.
Find Contact
Finds an existing contact.