Zoho CRM + Code by Zapier + ServiceTrade Integrations
How to connect Zoho CRM + Code by Zapier + ServiceTrade
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With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Zoho CRM, Code by Zapier, and ServiceTrade. And don’t forget that you can add more apps and actions to create complex workflows.
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new active user is added to your Zoho CRM account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
File name
Attchment FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Notify lead owner
Notify new entity owner
Account ID
Account to which the lead need to be merged.
Overwrite
If set to true Account name of the above selected Account will be replaced by the Company name.
Contact ID
Contact to which the lead need to be merged.
Assign to
User ID to which the new contact/account ownership to be assigned.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Select the module you want to update an entry in.
LayoutRequired
Select the layout you want to use to update the entry with.
Entry IDRequired
Entry ID to update
Trigger
Choose the triggers related to this entry which needs to be executed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
Choose the triggers related to this entry which needs to be executed
duplicate check fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Field nameRequired
ValueRequired
Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
ActionThis is an event a Zap performs.SearchFind existing data in your appE-mailRequired
LayoutRequired
Select the layout you want to use to create a lead with.
Trigger Workflow?
If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCodeRequired
Warning! This is an advanced trigger! Uses Node 10.x.x. Please read the Code documentation for more information.
Zap Id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInput Data
Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation
inputData.keyNameorinputData['keyName']to access the values within your code. The data will be provided as strings. Learn more here.CodeRequired
Warning! This is an advanced action! Uses Node 10.x.x. Please read the Code documentation for more information.
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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 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
Enter the job number for the job to which the attachment should be added here.
If you do not provide a job number, we will look for a job number in the name of the file that is being attached. The job number must be the first part of the file name, and must be followed by a hyphen, like this: 10924423-other_stuff.pdf.
File NameRequired
The name of the file being uploaded to ServiceTrade.
PurposeRequired
The purpose of this attachment.
ContentRequired
The file itself.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommentRequired
The text of the comment you want to add.
Location IDRequired
Scheduling CommentRequired
Is this a scheduling comment?
Tech CommentRequired
Is this a technician comment?
Public CommentRequired
Should this comment be visible to customers?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
TagRequired
Overwrite All Existing Tags
Setting this to "yes" will overwrite all existing tags on the Location with the tag specified here.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JobRequired
Tech IDs
Window Start
If no start and end time is provided, this will create an appointment for 0 minutes at the time the Zap runs.
Window End
Released
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location
The location to which this contact should be added.
TypeRequired
First NameRequired
Last Name
Phone Number
Email
Primary
Check if the contact should become the Primary Contact on the Location.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Vendor NameRequired
If you use subcontractors in your ServiceTrade account, choose the subcontractor you wish to use for this job. Otherwise, choose your own company here.
Job TypeRequired
Job Description
Put a short summary of the work to be performed here, something like "Service call to repair a leaky faucet". This summary will appear at the top of the job record in ServiceTrade.
Service LineRequired
Enter the abbreviation for the service line for this service here. Examples: SP, EXT, SUPP.
Service DescriptionRequired
Put a full description of the work to be performed here. The description you provide here will be displayed in the list of services to be performed on the job in ServiceTrade.
Due Date (Start)
Provide the beginning of the due date window for this service. If not provided, will default to today.
Due Date (End)
Provide the end of the due date window for this service. If not provided, will default to today.
Expected Duration
Expected duration for this job, in hours.
Estimated Price
Estimated price for this service, in dollars.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
The ServiceTrade ID of the company to which this location should belong.
Taxable
Should invoice items for invoices at this location be taxable? Defaults to false if not provided.
Location External ID
If provided, a search based on external ID will be performed.
Location External System Name
The external system name for the optional external ID search.
Location NameRequired
The name of the location to create.
Location Address StreetRequired
The Street of the address for the location.
Location Address CityRequired
The City of the address for the location.
Location Address StateRequired
The State of the address for the location.
Location Address Postal Code
Postal code or ZIP code for the location.
Phone Number
Phone number for the location.
Email
The email address for the location
Latitude
Location's latitude, in decimal degrees.
Longitude
Location's longitude, in decimal degrees.
Status
The status of the location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Company IDRequired
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
The contact to update.
Location
The location to which this contact should be added.
Type
First Name
Last Name
Phone Number
Email
Primary
Check if the contact should become the Primary Contact on the Location.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
The location to be updated.
Taxable
Location External ID
If provided, a search based on external ID will be performed.
Location External System Name
The external system name for the optional external ID search.
Location Name
Location Address Street
Location Address City
Location Address State
Location Address Postal Code
Postal code or ZIP code.
Phone Number
Email
Latitude
Location's latitude, in decimal degrees.
Longitude
Location's longitude, in decimal degrees.
Company
The company to which this location belongs. If not provided, we will create a new company whose name and address are the same as this location.
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.External System NameRequired
The short name for the external system that you want to search. The external system name is visible in ServiceTrade by going to Account Settings, clicking Integrations, and clicking the green "Configure" button for the external system name you want to use.
External System IDRequired
The ID for the company in the external system that you want to search.
ActionThis is an event a Zap performs.SearchFind existing data in your appJob IdRequired
Search by job Id.
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 appCompany NameRequired
Company Address Street
Company Address City
Company Address State
Company Address Postal Code
Company External ID
If provided, a search for an existing company by external ID will be performed.
Company External System Name
The external system name for the optional external ID search.
Company Address StreetRequired
Company Address CityRequired
Company Address StateRequired
Company Address Postal Code
Postal code or ZIP 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
Search against contact name, phone numbers, or email address.
Location
The location to which this contact should be added.
TypeRequired
First NameRequired
Last Name
Phone Number
Email
Primary
Check if the contact should become the Primary Contact on the Location.
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
The short name for the external system that you want to search. The external system name is visible in ServiceTrade by going to Account Settings, clicking Integrations, and clicking the green "Configure" button for the external system name you want to use.
External System IDRequired
The ID for the company in the external system that you want to search.
Company
The ServiceTrade ID of the company to which this location should belong.
Location External ID
If provided, a search based on external ID will be performed.
Location External System Name
The external system name for the optional external ID search.
Location NameRequired
Location Address StreetRequired
Location Address CityRequired
Location Address StateRequired
Location Address Postal Code
Postal code or ZIP code.
Phone Number
Email
Latitude
Location's latitude, in decimal degrees.
Longitude
Location's longitude, in decimal degrees.
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 Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planModuleRequired
Entry IDRequired
TagsRequired
Comma separated Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
LayoutRequired
Trigger
Choose the triggers related to this entry which needs to be executed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModuleRequired
Entry IDRequired
Related ModuleRequired
Related Entry IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Zoho CRM are located here https://www.zoho.com/crm/developer/docs/api/v2/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.E-mailRequired
LayoutRequired
Select the layout you want to use to create a contact with.
Trigger Workflow?
If "yes", we will trigger any further workflows, approvals, or blueprints inside Zoho. If "no", we will not.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundModuleRequired
Field nameRequired
ValueRequired
Connection should be of 'Administrator' privilege to fetch all entries in the module, otherwise the entries owned by respective users will only be returned.
LayoutRequired
Trigger
Choose the triggers related to this entry which needs to be executed
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCodeRequired
Warning! This is an advanced trigger! Please read the Code documentation for more information.
Zap Id
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planInput Data
Use the Input Data fields above to assign key names (left) and map values (right) from previous steps. Use notation
input_data['keyName']to access the values within your code. The data will be provided as strings. Learn more here.CodeRequired
Warning! This is an advanced trigger! Please read the Code documentation for more information.
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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 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
The left-side field is the "key" which is the name of the asset field, such as "location_in_site", where the right-side field is the "value" that you want, such as "Back office.".
Asset TypeRequired
The type of asset to be created. Must be a valid ServiceTrade API asset definition name. For more details, see this support article.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CommentRequired
The text of the comment you want to add.
Job NumberRequired
Scheduling CommentRequired
Is this a scheduling comment?
Tech CommentRequired
Is this a technician comment?
Public CommentRequired
Should this comment be visible to customers?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Job NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company External ID
If provided, a search for an existing company by external ID will be performed.
Company External System Name
The external system name for the optional external ID search.
Company NameRequired
Company Address StreetRequired
Company Address CityRequired
Company Address StateRequired
Company Address Postal Code
Postal code or ZIP code.
Company Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice ID
Invoice ID (optional). If provided, the invoice identified by this ID will be updated. If not provided, a new invoice will be created.
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.Job IDRequired
Id of job to attach item to.
Libitem ID
Id of the libItem for the job item, absense of this means you are creating an "other" item of the service line indicated by serviceLineId.
Display NameRequired
Display name of the job item.
Quantity
Quantity of the job item.
Cost
Cost of this item.
Service Line ID
Id of the serviceLine.
Source
Item source type, one of: refnumber, tech, warehouse.
Reference Number
Only Use if 'Reference Number' was selected in Source Field.
Technician
Only Use if 'Technician' was selected in Source Field.
Warehouse
Only Use if 'Warehouse' was selected in Source Field.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location IDRequired
Vendor NameRequired
If you use subcontractors in your ServiceTrade account, choose the subcontractor you wish to use for this job. Otherwise, choose your own company here.
Job TypeRequired
Choose the type of job that will be created from this quote, if it is approved.
Quote Description
Put a short description of the work to be quoted here. This will be displayed at the top of the quote.
Service LineRequired
Enter the abbreviation for the service line for this service here. Examples: SP, EXT, SUPP.
Service DescriptionRequired
Put a full description of the work to be quoted here. The description you provide here will be displayed in the list of services on the quote in ServiceTrade.
Service Window Start
Expected start date of service, or today if not specified.
Service Window End
Expected completion date of service, or 30 days from start date if not specified.
Expiration Date
Provide the expiration date for this quote. If not provided, will default to 30 days from today.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TagRequired
Location IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
The company to be updated.
Company External ID
If provided, a search for an existing company by external ID will be performed.
Company External System Name
The external system name for the optional external ID search.
Company Name
Company Address Street
Company Address City
Company Address State
Company Address Postal Code
Postal code or ZIP code.
Company Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job Item IDRequired
Id of job item to update.
Libitem ID
Id of the libItem for the job item, absense of this means you are creating an "other" item of the service line indicated by serviceLineId.
Display NameRequired
Display name of the job item.
Quantity
Quantity of the job item.
Cost
Cost of this item.
Service Line ID
Id of the serviceLine.
Source
Item source type, one of: refnumber, tech, warehouse.
Reference Number
Only Use if 'Reference Number' was selected in Source Field.
Technician
Only Use if 'Technician' was selected in Source Field.
Warehouse
Only Use if 'Warehouse' was selected in Source Field.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Company Address Street
Company Address City
Company Address State
Company Address Postal Code
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch StringRequired
Search against contact name, phone numbers, or email address.
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
The short name for the external system that you want to search. The external system name is visible in ServiceTrade by going to Account Settings, clicking Integrations, and clicking the green "Configure" button for the external system name you want to use.
External System IDRequired
The ID for the company in the external system that you want to search.
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal System NameRequired
The short name for the external system that you want to search. The external system name is visible in ServiceTrade by going to Account Settings, clicking Integrations, and clicking the green "Configure" button for the external system name you want to use.
External System IDRequired
The ID for the company in the external system that you want to search.
Company External ID
If provided, a search for an existing company by external ID will be performed.
Company External System Name
The external system name for the optional external ID search.
Company NameRequired
Company Address StreetRequired
Company Address CityRequired
Company Address StateRequired
Company Address Postal Code
Postal code or ZIP 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
Postal code or ZIP code.
Company
The ServiceTrade ID of the company to which this location should belong.
Location External ID
If provided, a search based on external ID will be performed.
Location External System Name
The external system name for the optional external ID search.
Phone Number
Email
Latitude
Location's latitude, in decimal degrees.
Longitude
Location's longitude, in decimal degrees.
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
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How Zoho CRM + Code by Zapier + ServiceTrade Integrations Work
- Step 1: Authenticate Zoho CRM, Code by Zapier, and ServiceTrade.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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