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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.

How this ServiceTrade-Zendesk integration works

A quote is created in ServiceTrade
A ticket is created in Zendesk

Apps involved

ServiceTrade
Zendesk

When this happens...
New QuoteTriggers when a new quote is created.
TriggerInstant
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).
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More things you can do with ServiceTrade and Zendesk

Discover other triggers and actions you can use with ServiceTrade and Zendesk

New Attachment
Triggers when a new attachment is created.
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Instant
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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
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Job Comment
Triggers when a new comment is added to a job.
Trigger
Instant
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New Quote
Triggers when a new quote is created.
Trigger
Instant
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Updated Company
Triggers when an existing Company is updated.
Trigger
Instant
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Updated Deficiency
Triggers when an existing deficiency is updated.
Trigger
Instant
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Updated Job
Triggers when an existing Job is updated.
Trigger
Instant
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Updated Quote
Triggers when an existing quote is updated.
Trigger
Instant
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- 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
- Tags
  Required
Trigger
Polling
Try It
- View
  Required
Trigger
Polling
Try It
- Tags
Trigger
Instant
Try It
- Who can view suspended tickets
Trigger
Polling
Try It
- Organization
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- User
  Required
- user_delete_copy
- Permanent Deletion
- user_delete_test_copy
Action
Write
- Ticket
  Required
- Tags
  Required
Action
Write
- Ticket
  Required
- Comment
  Required
- Comment format
- Should the comment be public?
- File
  Required
Action
Write
- Ticket
  Required
- Tags
  Required
Action
Write
- Ticket
  Required
- Subject
- Assignee
- Group
- New status
- New Comment to add to the Ticket
- New Comment format
- Should the new Comment be public?
- Author
- Tags
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External ID
- Requester
- Organization
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- Name
  Required
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Write
- Query
  Required
Action
Search
- Info
- Type
Action
Search
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Search or 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
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
- Account requirements
- Comment visibility
- Group
- Assignee
- Tags
Trigger
Instant
Try It
- Organization
Trigger
Polling
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
- Ticket (Required for non-admins)
Trigger
Polling
Try It
- Important
- View
  Required
Trigger
Polling
Try It
New View
Triggers when a new view is created.
Trigger
Polling
Try It
- Name
  Required
- Details
- Notes
- Tags
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Write
- Subject
  Required
- Follow-up Source Ticket
- Assignee
- Collaborators
- Collaborator Emails
- Group
- Organization
- Requester Name
- Requester Email
- First Comment/Description format
- First Comment/Description
  Required
- Should the first Comment be public?
- First comment author
- Tags
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External ID
- Email CC
- Attachment
Action
Write
- Ticket
  Required
- Comment body
- Comment format
- Should the Comment be public?
- Author
Action
Write
- Organization
  Required
- Name
- Details
- Notes
- Tags
- Domain_names
- External_id
- Shared_tickets
- Shared_comments
Action
Write
- User
  Required
- Name
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External_id
- Verified
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Details
- Notes
- Tags
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Search or write

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.

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Learn moreLearn moreHelpHelp

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Customer Support

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