ServiceTrade + Smartsheet

Add new ServiceTrade invoices to Smartsheet as rows

Easily manage your financial documentation with this workflow. Each time a new invoice is created in ServiceTrade, it will add a row to a designated Smartsheet. This streamlines your record keeping process, ensuring your invoices are efficiently tracked and recorded in real time.

Easily manage your financial documentation with this workflow. Each time a new invoice is created in ServiceTrade, it will add a row to a designated Smartsheet. This streamlines your record keeping process, ensuring your invoices are efficiently tracked and recorded in real time.

  1. When this happens...
    ServiceTradeServiceTrade
    New Invoice

    Triggers when a new invoice is created.

    TriggerInstant
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    ActionWrite
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Supported triggers and actions

  • ServiceTrade triggers, actions, and search

    New Clock Event

    Triggers when a new clock event (clock-in or clock-out) is created.

    Trigger
    Instant
    Try It
  • ServiceTrade triggers, actions, and search

    New Deficiency

    Triggers when a new deficiency is created.

    Trigger
    Instant
    Try It
servicetrade logo
servicetrade logo

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
smartsheet logo
smartsheet logo

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

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