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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 Attachment" from ServiceTrade.

Add your action

An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.

You’re connected!

Zapier seamlessly connects ServiceTrade and Xero, 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 Attachment
Triggers when a new attachment is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
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New Deficiency
Triggers when a new deficiency is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Location
Triggers when a new location is created.
Trigger
Instant
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Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Trigger
Instant
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Updated Location
Triggers when an existing Location is updated.
Trigger
Instant
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- 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
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Days_overdue
  Required
Trigger
Polling
Try It
- Trigger_info
- Organization
  Required
- PayRun Status
- PayRun Period Start Date
- PayRun Period End Date
Trigger
Polling
Try It
- Organization
  Required
- Purchase Order Status
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Status
- Change
- Contact
- Trigger_preference
- Copy
Trigger
Instant
Try It
- Organization
  Required
- Invoice
  Required
Action
Write
- Organization
  Required
- Item Code
  Required
- Name
  Required
- Description
- Is Sold
  Required
- Sales Unit Price
- Sales Account
- Sales Tax Type
- Is Purchased
  Required
- Purchase Description
- Purchase Unit Price
- Purchase Account
- Purchase Tax Type
- Is Tracked
  Required
- Inventory Asset Account
- Cost of Goods Sold Account
Action
Write
- Organization
  Required
- Transaction_type
  Required
- Contact
  Required
- Bank Account
  Required
- Date
Action
Write
- Organization
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Write
- Organization
  Required
- Contact
  Required
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Warning_message
- Credit Note ID
  Required
- Allocation ID
  Required
Action
Write
- Info
- Organization
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Reference
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Document Type
- Document ID or Number
  Required
- Paid To
  Required
- Date
- Currency_rate
- Amount
  Required
- Reference
Action
Write
- Organization
  Required
- Contact (supplier)
  Required
- Date
- Delivery_date
- Order Number
- Reference
- Theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Purchase Order Status
Action
Write
- Info
- Organization
  Required
- Employee
  Required
- First Name
  Required
- Middle Names
- Last Name
  Required
- Date of Birth
  Required
- Title
- Email
  Required
- Gender
- Phone Number
- Mobile Number
- Twitter Username
- Job Title
- Classification
- Termination Date
- Termination Reason
- Income Type
- Employment Type
- Status
- CopyEmployment
- Employment Basis
- Start Date
- Payroll Calendar
- Employee Group Name
- Is Authorised to Approve Leave
- Is Authorised to Approve Timesheets
- Super Fund
- Employee Number
- CopyTaxDeclaration
- Tax File Number
- TFN Exemption Type
- Residency Status
- Tax Scale Type
- Tax Offset Estimated Amount
- Upward Variation Tax Withholding Amount
- Approved Withholding Variation Percentage
- CopyBankAccount
- Statement Text
- Account Name
- BSB Number
- Account Number
- Remainder
- CopyAddress
- Address Line 1
- Address Line 2
- City/Suburb
- State/Region
- Postal Code
- Country
Action
Write
- Organization
  Required
- Quote ID
  Required
- Quote Number
- Status
- Contact
  Required
- Date
- Expiry
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- Organization
  Required
- Resource type
  Required
- File
  Required
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Email
Action
Search
- Organization
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Contact Name
  Required
- Account_number
- Sales Default Account Code
- Purchases Default Account Code
- Contact Requirements
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
Action
Search or write

New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
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
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
- Organization
  Required
- Status
Trigger
Polling
Try It
- Organization
  Required
- Status
- Type
Trigger
Polling
Try It
- Organization
  Required
- Report Type
  Required
Trigger
Polling
Try It
- Organization
  Required
- Payment_type
Trigger
Polling
Try It
- Organization
  Required
- Project State
Trigger
Polling
Try It
- Organization
  Required
- Quote Status
Trigger
Polling
Try It
- Organization
  Required
- Status
Trigger
Instant
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
  Required
- Invoice ID
  Required
- Note
  Required
Action
Write
- Organization
  Required
- Credit Note ID
  Required
- Invoice ID
  Required
- Amount
  Required
Action
Write
- Organization
  Required
- From Account
  Required
- To Account
  Required
- Amount
  Required
- Date
Action
Write
- Organization
  Required
- Code
  Required
- Name
  Required
- Type
  Required
Action
Write
- Organization
  Required
- Type
  Required
- Contact
  Required
- Date
Action
Write
- Organization
  Required
- Invoice ID
  Required
Action
Write
- Organization
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Write
- Organization
  Required
- Contact_name
  Required
- Email_address
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact Address Type
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact Number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Description
- Quantity
  Required
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- Organization
  Required
- Contact
  Required
- Project Name
  Required
- Deadline for the project
- Project Estimate
Action
Write
- Organization
  Required
- Contact
  Required
- Repeated Invoice Schedule
- Invoice Creation: Frequency Type
  Required
- Invoice Creation: Frequency (Period)
  Required
- Due Date Type: Payment Terms
  Required
- Set Due Dates (Days)
  Required
- Start Date:
  Required
- End Date
- Status
  Required
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- Organization
  Required
- Purchase Order
  Required
- Contact
- Update Method for Line Items
- Date
- Delivery_date
- Line Amount Types
- Purchase Order Number
- Reference
- Branding Theme
- Currency
- Status
- Sent to Contact
- Delivery Address
- Attention To
- Telephone
- Delivery Instructions
- Expected_arrival_date
Action
Write
- Info
- Organization
  Required
- Invoice_id
  Required
- Contact
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Invoice_number
- Line_amount_types
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Invoice ID
  Required
- Include PDF File
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Contact ID
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Include Online Invoice URL
Action
Search
- Organization
  Required
- Search_by
  Required
Action
Search
- Organization
  Required
- Search_by
  Required
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item Code
  Required
Action
Search or write

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

Connect ServiceTrade and Xero 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.

Learn how to automate Xero on the Zapier blog

Make work flow with AI

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

Learn about AI automation

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 Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn moreLearn moreHelpHelp

Related categories

Accounting

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Connect ServiceTrade and Xero to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect ServiceTrade and Xero to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate Xero on the Zapier blog

5 ways to use the Zapier Xero integration

Make work flow with AI

Connect ServiceTrade to Xero on the world's largest no-code automation platform