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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 "Get Document From PDF4me" from PDF4me.

Add your action

An action happens after the trigger—such as "Add Asset to Location" in ServiceTrade.

You’re connected!

Zapier seamlessly connects PDF4me and ServiceTrade, 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.

- Trigger Name
- Test File Url
Trigger
Instant
Try It
- File
  Required
- Specify File Name
- Barcode Type
  Required
- Text
  Required
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Barcode Width
- Barcode Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Hide Text
- Set Process as Async
Action
Write
- File
  Required
- Specify File Name
- HTML Content
  Required
- Location
  Required
- Skip First Page
- Margin Top
- Margin Bottom
- Margin Left
- Margin Right
- Pages
  Required
Action
Write
- File
  Required
- File Name
- Top Margin
- Bottom Margin
- Left Margin
- Right Margin
Action
Write
- File
  Required
- File Name
- Watermark Text
  Required
- Position
- Font Family
- Size
- Text Colour
- Set Bold
- Set Underline
- Set Italics
- Opacity
- Rotation Angle
- Horizontal Position
- Vertical Position
Action
Write

- File
  Required
- File Name
- Image Type
  Required
- Compression Level
  Required
Action
Write
- File
  Required
- File Name
- First Row
- First Column
- Convert Number and Date
- Ignore Null Values
- Bold Title
- Wrap Title Text
Action
Write

- File
  Required
- File Name
- Output Format
Action
Write
- Barcode Type
  Required
- Text in the Barcode
  Required
Action
Write
- PDF File
  Required
- File Name
  Required
- Searched Text
  Required
- New Text
- Input Url
  Required
- Page Sequence
Action
Write
- File
  Required
- Specify File Name
- PDF/A Compliance
  Required
Action
Write
- File
  Required
- File Name
- Page Number
  Required
- Width
  Required
- Image Format
  Required
Action
Write
- File
  Required
- File Name
- Crop Type
Action
Write
- File
  Required
- File Name
- Page Numbers
  Required
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
- Select PDF4me-Workflow
  Required
Action
Write
- File
  Required
- Specify File Name
- Pages
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Extract Mode
  Required
Action
Write
- File
  Required
- File Name
- Start Page Number
  Required
- End Page Number
  Required
- Remove Comments
- Remove Header Footer
- Accept Changes
Action
Write
- File
  Required
- Specify File Name
- Input Type
Action
Write
- File
  Required
- File Name
- Flip Orientation
Action
Write
- Template File
  Required
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Compression Type
Action
Write
- Files
  Required
- Output File Name
Action
Write
- Files
  Required
- Orientation
  Required
- Output File Name
Action
Write
- File
  Required
- File Name
- Template Name
  Required
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- Custom Field
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
Action
Write
- Word File
  Required
- Word File Name
- Search Text
  Required
- Image File
- Skip first page
- Pages
Action
Write
- File
  Required
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
Action
Write
- File
  Required
- File Name
- Rotation Angle
- Proportionate Resize
  Required
- Background Color
Action
Write
- File
  Required
- Specify File Name
- Sign Image File
  Required
- Sign image file name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
Action
Write
- File
  Required
- Specify File Name
- Split Type
- Split File Naming
Action
Write
- File
  Required
- File Name
- Search Text
  Required
- Select Split Type
  Required
- Split File Naming
Action
Write
- File
  Required
- Specify File Name
- Password
  Required
Action
Write
- WebUrl
  Required
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
- Display Header/Footer
Action
Write
New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Deficiency
Triggers when a new deficiency is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Location
Triggers when a new location is created.
Trigger
Instant
Try It
Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Trigger
Instant
Try It
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
- Location
  Required
- Asset Data
  Required
- Asset Type
  Required
Action
Write
- Comment
  Required
- Job Number
  Required
- Scheduling Comment
  Required
- Tech Comment
  Required
- Billing Comment
  Required
- Public Comment
  Required
Action
Write
- Tag
  Required
- Entity Type
  Required
Action
Write
- Job
  Required
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Company External ID
- External System Name
- Company Name
  Required
- Company Address Street
  Required
- Company Address City
  Required
- Company Address State (2-letter abbreviation)
  Required
- Company Address Postal Code
- Company Status
Action
Write
- Invoice Type
  Required
- Invoice Status
  Required
- Job ID
  Required
- Name
- Invoice Number
Action
Write
- Job
  Required
- Libitem
- Display Name
  Required
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- Location
  Required
- Job Type
  Required
- Quote Description
  Required
- Service Line
  Required
- Service Description
  Required
- Service Window Start
- Service Window End
- Expiration Date
Action
Write
- Appointment ID
  Required
- 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 Item
  Required
- Libitem
- Display Name
- Quantity
- Cost
- Service Line
- Used On Date
- Source
Action
Write
- Asset Search
  Required
Action
Search
- External System Name
  Required
- External ID
  Required
Action
Search
- Contract Name
  Required
Action
Search
- Job ID
  Required
Action
Search
- Location Name
  Required
- Location Address Street
- Location Address City
- Location Address State
- Location Address Postal Code
- Company ID
Action
Search
- Quote Number
  Required
Action
Search
- External System Name
  Required
- External ID
  Required
- Company External ID
- External System Name
- Company Name
  Required
- Company Address Street
  Required
- Company Address City
  Required
- Company Address State (2-letter abbreviation)
  Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Location Name
  Required
- Location Address Street
  Required
- Location Address City
  Required
- Location Address State
  Required
- Location Address Postal Code
- Company
  Required
- Taxable
- Location External ID
- Location External System Name
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write

- File
  Required
- Specify File Name
- Attachments
  Required
Action
Write
- File
  Required
- Specify File Name
- Field Name
  Required
- Form Field Type
  Required
- Initial Value
- Position X
- Position Y
- Pages
Action
Write
- File
  Required
- File Name
- Watermark File Content
  Required
- Position
- Opacity
- Rotation Angle
- Horizontal Offset
- Vertical Offset
Action
Write
- File
  Required
- Specify File Name
- Page Number Format
  Required
- Font Size
- Set Bold
- Set Italic
- Horizontal Align
  Required
- Vertical Align
  Required
- Horizontal Margin
- Vertical Margin
- Skip First Page
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- File Name
- Current Image Format
  Required
- New Image Format
  Required
Action
Write
- File
  Required
- File Name
- Output Size
Action
Write
- File
  Required
- File Name
Action
Write
- Specify EPC version
- Specify EPC character set
- Name of Beneficiary
  Required
- Beneficiary's Account (IBAN)
- Amount (EUR)
- Business Code
- Payment Reference
- Remittance Information
- Hint Text
Action
Write
- File
  Required
- File Name
- Number of Input Boxes
  Required
Action
Write
- File
  Required
- File Name
- Amount
- AV1 Parameters
- AV2 Parameters
- Billing Info
- Creditor Address Type
  Required
- Creditor City
- Creditor Name
  Required
- Creditor Postal Code
- Creditor Address Line 1
- Creditor Address Line 2
- Currency
- IBAN
  Required
- Language Type
- Reference
- Reference Type
- Separator Line
- Ultimate Debtor Address Type
- Ultimate Debtor City
- Ultimate Debtor Name
- Ultimate Debtor Postal Code
- Ultimate Debtor Address Line 1
- Ultimate Debtor Address Line 2
- Unstructured Message
Action
Write
- File
  Required
- File Name
- Crop Type
Action
Write
- PDF File
  Required
- File Name
  Required
- Page Sequence
Action
Write
- File
  Required
- Specify File Name
- Certificate File
  Required
- Certificate Password
  Required
- Pages
  Required
- Signer Name
- Sign Reason
- Sign Location.
- Height
- Width
- Horizontal Margin
- Vertical Margin
- Visible
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- File Name
- Page Numbers
  Required
Action
Write
- File
  Required
- Specify File Name
Action
Write
- File
  Required
- Specify File Name
- Expression
  Required
- Pages
  Required
Action
Write
- Template File
  Required
- Template File Name
- Select Input Type
Action
Write
- File
  Required
- Specify File Name
Action
Write
- Template File
  Required
- Template File Name
- Template File Type
  Required
- Input Data Format Type
  Required
- Input Data Type
  Required
- Meta Data
- Keep Pdf Editable
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- File Name
- Days
Action
Write
- File
  Required
- File Name
- Index File Path
- Layout
- Paper Size
- Scale
- Top Margin
- Bottom Margin
- Left Margin
- Bottom Margin
- Print Background
Action
Write
- File
  Required
- Specify File Name
- Image File
  Required
- Image File Name
- Pages
  Required
- Horizontal Align
  Required
- Vertical Align
  Required
- Image Width
- Image Height
- Horizontal Margin
- Vertical Margin
- Transparency
  Required
- Set to Background
Action
Write
- File
  Required
- File Name
- Markdown File Path
Action
Write
- File
  Required
- FileName
- Layer File
  Required
- Layer File Name
Action
Write
- File
  Required
- File Name
- Compression Type
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Quality Type
  Required
- Set Process as Async
Action
Write
- File
  Required
- File Name
- Paper Size
- Columns per Page
  Required
- Rows per Page
  Required
- Print Profile
Action
Write
- File
  Required
- File Name
Action
Write
- File
  Required
- Specify File Name
- Owner Password
- User Password
- Permission
  Required
Action
Write
- File
  Required
- File Name
- Select barcode types
  Required
Action
Write
- File
  Required
- File Name
- Image Type
  Required
Action
Write
- File
  Required
- Specify File Name
- Replace Text
  Required
- Image File
  Required
- Image Height
- Image Width
- Pages
  Required
Action
Write
- File
  Required
- File Name
- Image Resize Type
Action
Write
- File
  Required
- Specify File Name
- Rotate Direction
  Required
Action
Write
- File
  Required
- Specify File Name
- Rotate Direction
  Required
- Page Number
  Required
Action
Write
- File
  Required
- Specify File Name
- Barcode Text
- Barcode Filter
  Required
- Barcode Type
  Required
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File
  Required
- Specify File Name
- Split Barcode Page
  Required
- PDF Render Dpi
  Required
- Combine Pages with Same Barcodes
- Return as Zip
Action
Write
- File
  Required
- Specify File Name
- Text
  Required
- Font Name
- Font Size
  Required
- Font Color
- Bold
- Underline
- Italics
- Rotate
- Pages
  Required
- Horizontal Alignment
  Required
- Vertical Alignment
  Required
- Horizontal Margin
- Vertical Margin
- Transparency
- Set to Background
- Set Transverse
- Fit Text To Page
Action
Write
- File
  Required
- File Name
Action
Write
New Attachment
Triggers when a new attachment is created.
Trigger
Instant
Try It
New Comment
Triggers when a new comment is added to an asset, company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Job Comment
Triggers when a new comment is added to a job.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
Updated Company
Triggers when an existing Company is updated.
Trigger
Instant
Try It
Updated Deficiency
Triggers when an existing deficiency is updated.
Trigger
Instant
Try It
Updated Job
Triggers when an existing Job is updated.
Trigger
Instant
Try It
Updated Quote
Triggers when an existing quote is updated.
Trigger
Instant
Try It
- Job Number
- File Name
  Required
- Purpose
  Required
- Content
  Required
Action
Write
- Comment
  Required
- Location ID
  Required
- Scheduling Comment
  Required
- Tech Comment
  Required
- Billing Comment
  Required
- Public Comment
  Required
Action
Write
- Request Type
  Required
- API Endpoint URL
  Required
Action
Write
- Import Type
- File Name
  Required
- Content
  Required
Action
Write
- Contact External ID
- External System Name
- Company
- Location
- Type
  Required
- First Name
  Required
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- Location
  Required
- Vendor Name
  Required
- Job Type
  Required
- Job Description
- Service Line
  Required
- Service Description
  Required
- Due Date (Start)
- Due Date (End)
- Expected Duration
- Estimated Price
Action
Write
- Company
  Required
- Taxable
- Location External ID
- Location External System Name
- Location Name
  Required
- Location Address Street
  Required
- Location Address City
  Required
- Location Address State
  Required
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Write
- Tag
  Required
- Entity Type
  Required
Action
Write
- Company
  Required
- 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 ID
  Required
- Invoice Type
  Required
- Invoice Status
  Required
- Name
- Invoice Number
Action
Write
- Location
  Required
- 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 Name
  Required
- Company Address City
- Company Address State
- Company Address Postal Code
Action
Search
- Search String
  Required
Action
Search
- Deficiency Number
  Required
Action
Search
- Job Number
  Required
Action
Search
- External System Name
  Required
- External ID
  Required
Action
Search
- Company Name
  Required
- Company Address City
- Company Address State
- Company Address Postal Code
- Company External ID
- External System Name
- Company Address Street
  Required
- Company Address City
  Required
- Company Address State (2-letter abbreviation)
  Required
- Company Address Postal Code
- Company Status
Action
Search or write
- Search String
  Required
- Contact External ID
- External System Name
- Company
- Location
- Type
  Required
- First Name
  Required
- Last Name
- Phone Number
- Email
- Primary
Action
Search or write
- External System Name
  Required
- External ID
  Required
- Company
  Required
- Taxable
- Location External ID
- Location External System Name
- Location Name
  Required
- Location Address Street
  Required
- Location Address City
  Required
- Location Address State
  Required
- Location Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write

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Connect PDF4me and ServiceTrade 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 PDF4me to ServiceTrade integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About PDF4me

PDF4me is a tool for pdf conversion, splitting, merging, make them PDF/A compliant, protect documents etc.

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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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