ServiceTrade + Smartsheet

Add new ServiceTrade quotes to Smartsheet as rows instantly

Effortlessly keep your team updated with new quotes from the ServiceTrade application. This workflow activates whenever a fresh quote pops up in ServiceTrade, instantly adding a row to your chosen Smartsheet. This streamlined process helps ensure your team stays in sync, eliminating manual data entry and enhancing efficiency. Improve team collaboration and jumpstart faster decision-making with this useful workflow.

When this happens...
New Quote
Triggers when a new quote is created.
TriggerInstant
automatically do this!
Add Row to Sheet
Add a row to a sheet.
ActionWrite

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Supported triggers and actions

New Attachment
Triggers when a new attachment is created.
Trigger
Instant
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New Comment
Triggers when a new comment is added to a company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job Comment
Triggers when a new comment is added to a job.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Updated Company
Triggers when an existing Company is updated.
Trigger
Instant
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Updated Deficiency
Triggers when an existing deficiency is updated.
Trigger
Instant
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Updated Job
Triggers when an existing Job is updated.
Trigger
Instant
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Updated Quote
Triggers when an existing quote is updated.
Trigger
Instant
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- Job Number
- File NameRequired
- PurposeRequired
- ContentRequired
Action
Write
- CommentRequired
- Location IDRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
Action
Write
- Request TypeRequired
- API Endpoint URLRequired
Action
Write
- Import Type
- File NameRequired
- ContentRequired
Action
Write
- Contact External ID
- External System Name
- Company
- Location
- TypeRequired
- First NameRequired
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- LocationRequired
- Vendor NameRequired
- Job TypeRequired
- Job Description
- Service LineRequired
- Service DescriptionRequired
- Due Date (Start)
- Due Date (End)
- Expected Duration
- Estimated Price
Action
Write
- 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
Action
Write
- TagRequired
- Entity TypeRequired
Action
Write
- 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
Action
Write
- Invoice IDRequired
- Invoice TypeRequired
- Invoice StatusRequired
- Name
- Invoice Number
Action
Write
- 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
Action
Write
- Company NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
Action
Search
- Search StringRequired
Action
Search
- Deficiency NumberRequired
Action
Search
- Job NumberRequired
Action
Search
- External System NameRequired
- External IDRequired
Action
Search
- Company 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
Action
Search or write
- Search StringRequired
- Contact External ID
- External System Name
- Company
- Location
- TypeRequired
- First NameRequired
- Last Name
- Phone Number
- Email
- Primary
Action
Search or write
- External 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
Action
Search or write
- Choose a SheetRequired
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
Updated Row
Triggers when cells in a row are updated or created (based on your settings).
Trigger
Instant
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- SheetRequired
- RowRequired
- File AttachmentRequired
Action
Write
- Choose a SheetRequired
- Add Row to Top or Bottom
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- SheetRequired
- ColumnRequired
- Parent Row
Action
Write
- DestinationRequired
- Sheet to CopyRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Row IDRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- FormatRequired
- Email Subject
- Message
- CC Me?
- Paper Size
Action
Write
- Choose a WorkspaceRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
Find sheet Row (Legacy)
Find a row in a specified sheet using a query.
Action
Write
- Sheet IDRequired
- QueryRequired
Action
Search

New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Deficiency
Triggers when a new deficiency is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
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New Location
Triggers when a new location is created.
Trigger
Instant
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Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Trigger
Instant
Try It
Updated Location
Triggers when an existing Location is updated.
Trigger
Instant
Try It
- LocationRequired
- Asset DataRequired
- Asset TypeRequired
Action
Write
- CommentRequired
- Job NumberRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
Action
Write
- TagRequired
- Entity TypeRequired
Action
Write
- JobRequired
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- 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
Action
Write
- Invoice TypeRequired
- Invoice StatusRequired
- Job IDRequired
- Name
- Invoice Number
Action
Write
- JobRequired
- Libitem
- Display NameRequired
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- LocationRequired
- Job TypeRequired
- Quote DescriptionRequired
- Service LineRequired
- Service DescriptionRequired
- Service Window Start
- Service Window End
- Expiration Date
Action
Write
- Appointment IDRequired
- Job ID
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Contact
- Company
- Location
- Type
- First Name
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- Job ItemRequired
- Libitem
- Display Name
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- Asset SearchRequired
Action
Search
- External System NameRequired
- External IDRequired
Action
Search
- Contract NameRequired
Action
Search
- Job IDRequired
Action
Search
- Location NameRequired
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Company ID
Action
Search
- Quote NumberRequired
Action
Search
- External 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
Action
Search or write
- Location 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
Action
Search or write
Get Reports
[PRIVATE] Generates report list for dropdown.
Trigger
Polling
Try It
- Choose a SheetRequired
Trigger
Polling
Try It
- Select a ReportRequired
Trigger
Polling
Try It
- Workspace NameRequired
Action
Write
- Choose a SheetRequired
- RowRequired
- TitleRequired
- CommentRequired
Action
Write
- Source FolderRequired
- Destination FolderRequired
- New Folder NameRequired
Action
Write
- WorkspaceRequired
- New NameRequired
- What to Include?
- Skip Remap
Action
Write
- Choose Source SheetRequired
- Choose a Destination SheetRequired
- Choose RowRequired
Action
Write
- DestinationRequired
- TemplateRequired
- Copy Cells?Required
- Copy Attachments?Required
- Copy Discussions?Required
- Sheet NameRequired
Action
Write
- Choose a SheetRequired
- Email Address(es)Required
- Choose RowRequired
- Email Subject
- Message
- CC Me?
- Include Attachments ?
- Include Discussions ?
Action
Write
- Choose a SheetRequired
- Email Address(es) to Share ToRequired
- Access LevelRequired
- Notify via Email?Required
- Email Subject
- Message
- CC Me?
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Sheet IDRequired
- Row IDRequired
Action
Search

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

About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Related categories

Spreadsheets

Similar apps

Related Zap Templates

Create ServiceTrade comments for new Smartsheet rows

Add rows to Smartsheet when appointments get updated in ServiceTrade

ServiceTrade + Smartsheet

Add new ServiceTrade quotes to Smartsheet as rows instantly

New Attachment

New Comment

New Contact

New Invoice

New Job Comment

New Quote

Updated Company

Updated Deficiency

Updated Job

Updated Quote

Add Attachment to Job

Add Comment to Location

Create API Request

Upload File to Bulk Import

Create Contact

Create Job

Create Location

Remove Tag

Update Company

Update Invoice

Update Location

Find Company

Find Contact

Find Deficiency by Deficiency Number

Find Job by Job Number

Find Location by External ID

Find or Create Customer Company

Find or Create Contact

Find or Create Customer Location by External ID

New Attachment

New Row

Updated Row

Add Attachment to Row

Add Row to Sheet

Copy Row

Export Column

Create Sheet From Existing Sheet

Update Row

Send Sheet

Share Workspace

Find sheet Row (Legacy)

Find Sheet Row

New Clock Event

New Company

New Deficiency

New Job

New Location

Updated Appointment

Updated Contact

Updated Invoice

Updated Location

Add Asset to Location

Add Comment to Job

Add Tag

Create Appointment

Create Company

Create Invoice

Create Job Item

Create Quote

Update Appointment

Update Contact

Update Job Item

Find Asset by Search

Find Company by External ID

Find Contract by Name

Find Job by Job ID

Find Location

Find Quote by Quote Number

Find or Create Customer Company by External ID

Find or Create Customer Location

Get Reports

New Comment

New or Updated Report Row

Create Workspace

Add Discussion to Row

Copy Folder

Copy Workspace

Move Row