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Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Add Asset to Location" in ServiceTrade.
You’re connected!
Zapier seamlessly connects Salesforce 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.
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note ContentRequired
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Warning
- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
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 app- Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deficiency NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External System NameRequired
- External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company 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 found- Search 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 found- External 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 found
- New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- CampaignRequired
- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CampaignRequired
- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - FileRequired
- Title
- Description
- Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your app- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
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 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 app- External System NameRequired
- External IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contract NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Location 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 app- Quote NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External 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 found- Location 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
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Connect Salesforce and ServiceTrade to integrate crucial parts of your business
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