The ServiceTrade integration library is a list of application connections powered by Zapier that are managed and supported by ServiceTrade Technical Account Managers. These integrations can be used as described below (with some minor setup involved) or used as jumping-off points for new workflows. Use these as inspiration for new ideas, and keep in mind that there are thousands of web services that Zapier supports.
Please reach out to support@servicetrade.com if you would like to get started with the integration library.
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Online Wufoo Form Submission Creates a new Customer and Unscheduled Job in ServiceTrade
Additional Web Services: Wufoo
Number of Steps: 4
This integration will allow you to create an online form that you can include on your website to allow customers to request service. When the form is submitted, the integration will search for an existing customer in ServiceTrade, and create the customer if no existing one is found. Then, a new unscheduled job will be created containing the information the customer filled out in the form. The setup fee does not include the setup of the web form itself, though we can help with that if you'd like. Any form web service that is supported by Zapier is easily substituted for Wufoo, and would not increase the setup fee.
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Send a Followup Survey When an Invoice is Greater than $1,000
Additional Web Services: SurveyMonkey
Number of Steps: 8
This integration will allow you to send a follow-up survey to the primary contact's email address whenever an invoice is created for a job and that invoice exceeds $1,000. The purpose is to ensure that your high-value customers are happy, and are receiving extra attention. The setup fee does not include the setup of the follow-up survey itself, though we can help with that if you'd like. Any survey web service that is supported by Zapier is easily substituted for SurveyMonkey, and would not increase the setup fee.
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Automatically Upload Job Paperwork Attachments to a Dropbox Folder
Additional Web Services: Dropbox
Number of Steps: 3
This integration will allow you to automatically send all paperwork attachments that are placed on a ServiceTrade job to a Dropbox folder. Customers use this as an automated method of backing up paperwork attachments to a Dropbox account.
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Attachment Slack Notifications
Additional Web Services: Slack
Number of Steps: 2
Slack is a company-focused communication platform that can replace chat, email, and sometimes even phone calls for internal company communication. This integration will allow you to receive Slack messages in a specified "channel" when attachments are added to ServiceTrade. This lets you stay informed of technician activity automatically in a channel that can be followed by the employees who care about that specific information.
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Clock Event Slack Notifications
Additional Web Services: Slack
Number of Steps: 2
Slack is a company-focused communication platform that can replace chat, email, and sometimes even phone calls for internal company communication. This integration will allow you to receive Slack messages in a specified "channel" when clock events are performed in ServiceTrade. This lets you stay informed of technician activity automatically in a channel that can be followed by the employees who care about that specific information.
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Deficiency Slack Notifications
Additional Web Services: Slack
Number of Steps: 2
Slack is a company-focused communication platform that can replace chat, email, and sometimes even phone calls for internal company communication. This integration will allow you to receive Slack messages in a specified "channel" when deficiencies are reported in ServiceTrade. This lets you stay informed of technician activity automatically in a channel that can be followed by the employees who care about that specific information.
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Pipedrive Organization Sync
Additional Web Services: Pipedrive
Number of Steps: 4
This integration will allow you to create a new ServiceTrade customer when a new Organization is added to Pipedrive.
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