ServiceTrade Integrations

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Google Sheets

Google, Spreadsheets

Pipedrive

CRM (Customer Relationship Management)

Google Calendar

Calendar, Google

Slack

Team Chat

Gmail

Email, Google

Microsoft Outlook

Email, Microsoft

QuickBooks Online

Accounting, Premium

HubSpot

Marketing Automation

Zendesk

Customer Support, Premium

Microsoft Excel

Microsoft, Spreadsheets

Wufoo

Forms & Surveys

Airtable

Databases

Asana

Project Management

Google Drive

File Management & Storage, Google

monday.com

Project Management

OneDrive

File Management & Storage, Microsoft

Microsoft Teams

Microsoft, Team Chat

Salesforce

CRM (Customer Relationship Management), Premium

Dropbox

File Management & Storage

Device Magic

Forms & Surveys

Mailchimp

Email Newsletters

SurveyMonkey

Forms & Surveys

Zoho CRM

CRM (Customer Relationship Management), Premium, Zoho

Shopify

eCommerce, Premium

Procore

Project Management

Trello

Project Management

Google Forms

Forms & Surveys, Google

JotForm

Forms & Surveys

Microsoft To Do

Microsoft, Task Management

DocuSign

Signatures

SQL Server

Databases, Premium

TextMagic

Phone & SMS

magicplan

Beta, Images & Design

Broadly

Beta, CRM (Customer Relationship Management)

Constant Contact

Email Newsletters

Invoiced

Accounting

PHOTO iD

Beta, Images & Design

Any.do

Task Management

Insightly

CRM (Customer Relationship Management)

Wrike

Project Management

Proposify

Proposal & Invoice Management

Google Contacts

Contact Management, Google

Twilio

Phone & SMS

Square

Payment Processing

ClickSend SMS

Phone & SMS

Formstack

Forms & Surveys

Copper

CRM (Customer Relationship Management)

FastField Mobile Forms

Forms & Surveys

SugarCRM 7+

CRM (Customer Relationship Management), Premium

Wave

Accounting

PandaDoc

Documents

MySQL

Databases, Premium

Microsoft Office 365

Email, Microsoft

Agile CRM

CRM (Customer Relationship Management)

Microsoft Dynamics 365 CRM

CRM (Customer Relationship Management), Microsoft, Premium

Facebook Pages

Facebook, Social Media Accounts

Stripe

Payment Processing

Acuity Scheduling

Scheduling & Booking

WooCommerce

eCommerce, WordPress

ClickUp

Project Management

Google Docs

Documents, Google

Google Tasks

Google, Task Management

Xero

Accounting, Premium

PayPal

Payment Processing, Premium

Follow Up Boss

CRM (Customer Relationship Management)

Smartsheet

Spreadsheets

Basecamp 3

Project Management

Keap

CRM (Customer Relationship Management)

RingCentral

Phone & SMS

Google Slides

Documents, Google

Feedly

Social Media Accounts

MeisterTask

Project Management

OneNote

Microsoft, Notes

Zoho Mail

Email, Zoho

Delighted

Forms & Surveys

CloudConvert

File Management & Storage

Quotient

Proposal & Invoice Management

ConnectWise Manage

CRM (Customer Relationship Management)

Databox

Dashboards

GoCanvas

Forms & Surveys

Zipwhip

Phone & SMS

Microsoft Exchange

Email, Microsoft

Parseur

Documents

bunq

Accounting

Act!

CRM (Customer Relationship Management)

Rev

Transcription

Zoho Analytics

Analytics, Zoho

GatherUp

Forms & Surveys

GetProspect

Contact Management

Promoter.io

Forms & Surveys

Samepage

Team Chat

Sarbacane

Email Newsletters

eEndorsements

Marketing Automation

ReachMail

Email Newsletters

Turbine

eCommerce

Routee

Phone & SMS

Clevertim CRM

CRM (Customer Relationship Management)

MessengerPeople.dev

Beta, Social Media Accounts

forms.app

Forms & Surveys

Magento 2.X

eCommerce, Premium

Knack

Databases

Solve CRM

CRM (Customer Relationship Management), Premium

Calendly

Scheduling & Booking

SimpleTexting

Phone & SMS

pdfFiller

Documents

Popular ways to use ServiceTrade workflows

Create Asana tasks for new ServiceTrade deficiencies
ServiceTrade + Asana
More details
When this happens
Step 1: New Deficiency
Then do this
Step 2: Create Task
See Zap details Try it
Create Asana tasks for new ServiceTrade deficiencies
Create Asana tasks for new ServiceTrade deficiencies
ServiceTrade + Asana
Upload new ServiceTrade attachments to Dropbox
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
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
ServiceTrade + Email by Zapier
More details
When this happens
Step 1: New Job Comment
Then do this
Step 2: Send Outbound Email
See Zap details Try it
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
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

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 when 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.

Learn More

Related categories

Scheduling & Booking

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