ServiceTrade
Create tags for new ServiceTrade locations to streamline organization
Effortlessly manage your ServiceTrade locations with this workflow that automatically adds tags to newly added locations. Whenever a new location is created within ServiceTrade, this automation will instantly attach the appropriate tag, streamlining your organization and saving you valuable time. Streamline your location management and let this workflow do the work for you.
Effortlessly manage your ServiceTrade locations with this workflow that automatically adds tags to newly added locations. Whenever a new location is created within ServiceTrade, this automation will instantly attach the appropriate tag, streamlining your organization and saving you valuable time. Streamline your location management and let this workflow do the work for you.
- When this happens...
New LocationTriggers when a new location is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Add Tag to Location
Adds a tag to an existing location.
ActionWriteCreate a new record or update an existing record in your app.
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New 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 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
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
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- Create Google Calendar events for new ServiceTrade appointments
- Send emails for new ServiceTrade job comments
- Upload new ServiceTrade attachments to Dropbox
- New Google Sheets rows for deactivated ServiceTrade locations
- Send Slack messages for new ServiceTrade deficiencies
- Create ServiceTrade companies for new Pipedrive organizations
- Create Wufoo entries for new ServiceTrade invoices
- Create Asana tasks for new ServiceTrade deficiencies
- Create ServiceTrade jobs from new Wufoo form entries
- Create Zendesk tickets for new ServiceTrade quotes
- Create eEndorsements contacts from ServiceTrade Invoices
- Add attachments to ServiceTrade jobs with new magicplan files
- Generate magicplan projects with newServiceTrade jobs
- Add attachments to ServiceTrade jobs with new projects exported in magicplan
- Create Service Trade jobs from new PHOTO iD assignments
- Attach new labeled PHOTO iD photos to ServiceTrade jobs
- Create PHOTO iD assignments from new ServiceTrade contacts
- Attach new PDF reports in PHOTO iD to ServiceTrade jobs
- Attach new PHOTO iD photos to ServiceTrade jobs
- Create ServiceTrade contacts from new Elfsight Form Builder submissions
- Create ServiceTrade comments for new Smartsheet rows
- Post new ServiceTrade job comments to Discord as channel messages
- Send outbound emails in Email by Zapier for new job comments in ServiceTrade
- Send messages in OpenPhone for new ServiceTrade invoices
- Create channel messages in Microsoft Teams for new locations in ServiceTrade
- Send emails in Microsoft Outlook for new job comments in ServiceTrade
- Send Slack channel messages for new ServiceTrade job comments
- Add attachments to ServiceTrade jobs for new Asana project tasks
- Create ServiceTrade locations for newly created or updated HubSpot companies
- Create ServiceTrade companies for new or updated HubSpot companies
- Create ServiceTrade companies from new or updated ActiveCampaign contacts
- Add new ActiveCampaign contacts to ServiceTrade as companies
- Create ServiceTrade locations from updated ActiveCampaign contacts
- Create ServiceTrade companies from new Klaviyo events for seamless management
- Create ServiceTrade locations from new or updated Zoho CRM contacts
- Create companies in ServiceTrade for new contacts in Zoho CRM
- Create new ServiceTrade companies from new Follow Up Boss contacts
- Create new ServiceTrade locations from new Close contacts
- Create ServiceTrade locations from new Close opportunities
- Create new ServiceTrade companies from new Close leads
- Create new ServiceTrade locations from GetResponse contacts
- Create locations in ServiceTrade for new leads in Copper
- Update ServiceTrade locations when Copper companies change
- Create ServiceTrade companies from new Clio contacts
- Create ServiceTrade companies from new Microsoft Dynamics 365 CRM leads
- Create ServiceTrade locations for new Microsoft Dynamics 365 CRM contacts instantly
- Create ServiceTrade locations for new Microsoft Dynamics 365 CRM leads
- Update ServiceTrade locations when companies are updated in Kommo
- Create new ServiceTrade companies from Kommo new companies
- Create new ServiceTrade locations from Zoho Campaigns contacts
- Create ServiceTrade locations from new Redtail CRM contacts
- Create ServiceTrade companies from new Redtail CRM contacts
- Create ServiceTrade locations from new JobNimbus activities
- Create ServiceTrade companies from new or updated Capsule CRM opportunities
- Create ServiceTrade locations for new clients in Credit Repair Cloud
- Create new ServiceTrade companies from Credit Repair Cloud leads
- Create new ServiceTrade locations from Credit Repair Cloud leads
- Create new Constant Contact contacts from new ServiceTrade contacts
- Send outbound emails in Email by Zapier for new deficiencies in ServiceTrade
- Create new items in monday.com from new jobs in ServiceTrade
- Create new HubSpot companies from new ServiceTrade companies
- Create new contacts in OnePageCRM from new ServiceTrade contacts
Related Zap Templates
- Create Google Calendar events for new ServiceTrade appointments
- New Google Sheets rows for deactivated ServiceTrade locations
- Create Wufoo entries for new ServiceTrade invoices
- Create Zendesk tickets for new ServiceTrade quotes
- Generate magicplan projects with newServiceTrade jobs
- Attach new labeled PHOTO iD photos to ServiceTrade jobs
- Attach new PHOTO iD photos to ServiceTrade jobs
- Post new ServiceTrade job comments to Discord as channel messages
- Create channel messages in Microsoft Teams for new locations in ServiceTrade
- Add attachments to ServiceTrade jobs for new Asana project tasks
- Create ServiceTrade companies from new or updated ActiveCampaign contacts
- Create ServiceTrade companies from new Klaviyo events for seamless management
- Create new ServiceTrade companies from new Follow Up Boss contacts
- Create new ServiceTrade companies from new Close leads
- Update ServiceTrade locations when Copper companies change
- Create ServiceTrade locations for new Microsoft Dynamics 365 CRM contacts instantly
- Create new ServiceTrade companies from Kommo new companies
- Create ServiceTrade companies from new Redtail CRM contacts
- Create ServiceTrade locations for new clients in Credit Repair Cloud
- Create new Constant Contact contacts from new ServiceTrade contacts
- Create new HubSpot companies from new ServiceTrade companies
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- Send emails for new ServiceTrade job comments
- Send Slack messages for new ServiceTrade deficiencies
- Create Asana tasks for new ServiceTrade deficiencies
- Create eEndorsements contacts from ServiceTrade Invoices
- Add attachments to ServiceTrade jobs with new projects exported in magicplan
- Create PHOTO iD assignments from new ServiceTrade contacts
- Create ServiceTrade contacts from new Elfsight Form Builder submissions
- Send outbound emails in Email by Zapier for new job comments in ServiceTrade
- Send emails in Microsoft Outlook for new job comments in ServiceTrade
- Create ServiceTrade locations for newly created or updated HubSpot companies
- Add new ActiveCampaign contacts to ServiceTrade as companies
- Create ServiceTrade locations from new or updated Zoho CRM contacts
- Create new ServiceTrade locations from new Close contacts
- Create new ServiceTrade locations from GetResponse contacts
- Create ServiceTrade companies from new Clio contacts
- Create ServiceTrade locations for new Microsoft Dynamics 365 CRM leads
- Create new ServiceTrade locations from Zoho Campaigns contacts
- Create ServiceTrade locations from new JobNimbus activities
- Create new ServiceTrade companies from Credit Repair Cloud leads
- Send outbound emails in Email by Zapier for new deficiencies in ServiceTrade
- Create new contacts in OnePageCRM from new ServiceTrade contacts
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- Upload new ServiceTrade attachments to Dropbox
- Create ServiceTrade companies for new Pipedrive organizations
- Create ServiceTrade jobs from new Wufoo form entries
- Add attachments to ServiceTrade jobs with new magicplan files
- Create Service Trade jobs from new PHOTO iD assignments
- Attach new PDF reports in PHOTO iD to ServiceTrade jobs
- Create ServiceTrade comments for new Smartsheet rows
- Send messages in OpenPhone for new ServiceTrade invoices
- Send Slack channel messages for new ServiceTrade job comments
- Create ServiceTrade companies for new or updated HubSpot companies
- Create ServiceTrade locations from updated ActiveCampaign contacts
- Create companies in ServiceTrade for new contacts in Zoho CRM
- Create ServiceTrade locations from new Close opportunities
- Create locations in ServiceTrade for new leads in Copper
- Create ServiceTrade companies from new Microsoft Dynamics 365 CRM leads
- Update ServiceTrade locations when companies are updated in Kommo
- Create ServiceTrade locations from new Redtail CRM contacts
- Create ServiceTrade companies from new or updated Capsule CRM opportunities
- Create new ServiceTrade locations from Credit Repair Cloud leads
- Create new items in monday.com from new jobs in ServiceTrade