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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Message" from AnswerForce.

Add your action

An action happens after the trigger—such as "Create Customer" in ServiceWorks.

You’re connected!

Zapier seamlessly connects AnswerForce and ServiceWorks, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Message
Triggers when a new message is taken.
Trigger
Instant
Try It
Job Completed
Triggers when a Job is completed.
Trigger
Polling
Try It
New Text Message Received
Triggers when a new text message is received from a customer
Trigger
Polling
Try It
Trip Completed
Triggers when a trip is completed.
Trigger
Polling
Try It

Edit Customer
Triggers when a customer is edited.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
- Account Number
  Required
- Email
- Send Email To Customer
- Customer primary phone
  Required
- Send text to customer
- Customer secondary phone
- Send text to the customer's secondary phone number
- Company Name
- Note
- Add Financial Charges
- User Name
- Password
- Payment Term
- Enable credit limit
- Is Sub Customer
- Billable To
- Customer Address
  Required
- City
  Required
- State
  Required
- First Name
  Required
- Last Name
- Primary Phone
- Send text to customer
- Secondary Phone
- Send text to the customer's secondary phone number
- Email
- Send email to customer
- Note
- Latitude
- Longitude
- Zip
- Country Code
- Customer Billing Address
- City
- State
- First Name
- Last Name
- Primary Phone
- Send text to customer
- Secondary Phone
- Send text to the customer's secondary phone
- Email
- Send Email To Customer
- Note
- Latitude
- Longitude
- Zip
- Country Code
Action
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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect AnswerForce and ServiceWorks to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your AnswerForce to ServiceWorks integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About AnswerForce

AnswerForce is a live answering service that helps small businesses stay connected with customers during business and off-hours with solutions like customer support, lead capture, appointment setting and more. The AnswerForce app lets you view the transcript of your customer calls, organize internal messages and supports a wide range of integrations with various other business tools.

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Related categories

Customer Support

About ServiceWorks

ServiceWorks is a Field Service Management Platform

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