ServiceTrade + Zendesk
Create Zendesk tickets for new ServiceTrade quotes
Sometimes it's easier to use a helpdesk-style ticketing system like Zendesk to manage follow-up tasks and keep track of quote aging. This integration will create a new Zendesk ticket for every quote that is created in ServiceTrade. You can then assign those tickets to your sales team and leverage the power of Zendesk to ensure every ServiceTrade quote receives the attention it deserves, and no quote falls through the cracks.
Sometimes it's easier to use a helpdesk-style ticketing system like Zendesk to manage follow-up tasks and keep track of quote aging. This integration will create a new Zendesk ticket for every quote that is created in ServiceTrade. You can then assign those tickets to your sales team and leverage the power of Zendesk to ensure every ServiceTrade quote receives the attention it deserves, and no quote falls through the cracks.
- When this happens...
New QuoteTriggers when a new quote is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create TicketTriggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
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 Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
Should the comment be public?
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Subject
Assignee
Group
New status
New Comment to add to the Ticket
New Comment format
Should the new Comment be public?
Tags
Additional Tags
Remove Tags
Type
Priority
Submitter
Brand
External ID
Requester
Sharing Agreements
Ticket form
Collaborators
Collaborator Emails
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
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 foundTicket (Required for non-admins)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Assignee
Collaborators
Collaborator Emails
Group
Requester Name
Requester Email
First Comment/Description format
First Comment/DescriptionRequired
Should the first Comment be public?
Tags
Status
Type
Priority
Submitter
Ticket form
Sharing Agreements
Brand
External ID
Email CC
Attachment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Comment body
Comment format
Should the Comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Name
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
NameRequired
Details
Notes
Tags
Domain Names
External Id
Shared Tickets
Shared Comments
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
NameRequired
Email
Details
Notes
Phone
Tags
Role
Organization
External Id
Verified
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.
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About Zendesk
Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.
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