ServiceTrade and Salesflare

Scheduling servicetrade.com ↗

How to connect ServiceTrade

Via Zapier — 57 operations available. Set it up ↗

What you can automate

When new Comment in ServiceTrade, create internal note in Salesflare.
When new Company in ServiceTrade, find or create account in Salesflare.
When new Contact in ServiceTrade, find or create contact in Salesflare.
When new Invoice in ServiceTrade, create opportunity, then find or create contact in Salesflare.
When new Job Comment in ServiceTrade, create internal note in Salesflare.
When new Quote in ServiceTrade, create opportunity in Salesflare.

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.

ServiceTrade operations on Zapier

Triggers (19)

Start a workflow when this happens

New Attachment — Triggers when a new attachment is created.
New Clock Event — Triggers when a new clock event (clock-in or clock-out) is created.
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.)
New Company — Triggers when a new company is created.
New Contact — Triggers when a new contact is created.

Show 14 more triggers

New Deficiency — Triggers when a new deficiency is created.
New Invoice — Triggers when a new invoice is created.
New Job — Triggers when a new job is created.
New Job Comment — Triggers when a new comment is added to a job.
New Location — Triggers when a new location is created.
New Quote — Triggers when a new quote is created.
Updated Appointment — Triggers when an existing appointment is updated or a new appointment is created.
Updated Company — Triggers when an existing Company is updated.
Updated Contact — Triggers when an existing contact is updated.
Updated Deficiency — Triggers when an existing deficiency is updated.
Updated Invoice — Triggers when an existing invoice is updated or a new invoice is created.
Updated Job — Triggers when an existing Job is updated.
Updated Location — Triggers when an existing Location is updated.
Updated Quote — Triggers when an existing quote is updated.

Actions (27)

Things Salesflare can make it do

Add Asset to Location — Adds an asset to an existing location.
Add Attachment to Job — Add an attachment to a job.
Add Comment to Job — Adds a comment to an existing job.
Add Comment to Location — Adds a comment to an existing location.
Add Tag — Adds a tag to an existing entity.

Show 22 more actions

Create API Request — Creates a new API request.
Create Appointment — Creates an appointment.
Create Company — Creates a new company.
Create Contact — Creates a contact.
Create Invoice — Creates a new invoice.
Create Job — Creates a job.
Create Job Item — Creates a new Job Item on a Job.
Create Location — Creates a new Location.
Create Quote — Creates a quote.
Find or Create Contact — Find or Create Contact
Find or Create Customer Company — Find or Create Customer Company
Find or Create Customer Company by External ID — Find or Create Customer Company by External ID
Find or Create Customer Location — Find or Create Customer Location
Find or Create Customer Location by External ID — Find or Create Customer Location by External ID
Remove Tag — Removes a tag from an existing entity.
Update Appointment — Updates an existing appointment based on a provided appointment.
Update Company — Updates an existing company.
Update Contact — Updates a contact.
Update Invoice — Updates an invoice.
Update Job Item — Updates an existing Job Item.
Update Location — Updates an existing location.
Upload File to Bulk Import — Upload File to Bulk Import.

Searches (11)

Look up existing records

Find Asset by Search — Finds an asset by a search term.
Find Company — Finds an existing customer company.
Find Company by External ID — Finds a company by an external system and ID.
Find Contact — Finds an existing contact.
Find Contract by Name — Finds an contract by a name search.

Show 6 more searches

Find Deficiency by Deficiency Number — Finds a deficiency by its deficiency number.
Find Job by Job ID — Find an existing Job by Job ID.
Find Job by Job Number — Finds a job by its job number.
Find Location — Finds an existing customer location.
Find Location by External ID — Finds a location by an external system and ID.
Find Quote by Quote Number — Finds a quote by its quote number.