Connect magicplan to ServiceTrade and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Create your first workflow

Quickly connect magicplan to ServiceTrade with a Zapier template.

Our most popular template

Add attachments to ServiceTrade jobs with new magicplan files
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magicplan + ServiceTrade
Generate magicplan projects with newServiceTrade jobs
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magicplan + ServiceTrade
Add attachments to ServiceTrade jobs with new projects exported in magicplan
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magicplan + ServiceTrade

Add attachments to ServiceTrade jobs with new magicplan files

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magicplan + ServiceTrade

Generate magicplan projects with newServiceTrade jobs

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magicplan + ServiceTrade

Add attachments to ServiceTrade jobs with new projects exported in magicplan

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magicplan + ServiceTrade

How Zapier works

Zapier makes it easy to integrate magicplan with ServiceTrade - no code necessary. See how you can get setup in minutes.

Select a trigger from magicplan

A trigger is an event that starts your Zap and runs the workflow. For example, with magicplan, a trigger could be "Project Exported."

A trigger is the event that kicks off your automated workflow.

Setup an action from ServiceTrade

An action is what takes place after the automation is triggered. For example, with ServiceTrade, the action could be "Add Asset to Location."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected magicplan to ServiceTrade

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect magicplan and ServiceTrade 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.

An illustration representing how to automate lead management with Zapier.

Connect magicplan and ServiceTrade to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
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- Project Name
  Required
- User Email Address
  Required
- Project Type
  Required
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
Action
Write
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
- Project Type
  Required
Action
Write
- Comment
  Required
- Job Number
- Scheduling Comment
  Required
- Tech Comment
  Required
- Billing Comment
  Required
- Public Comment
  Required
Action
Write
- Tag
  Required
- Entity Type
  Required
Action
Write
- Job
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Company External ID
- Company External System Name
- Project Name
  Required
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Status
Action
Write
- Project Type
  Required
- Status
- Job
- Project Name
  Required
- Invoice Number
Action
Write
- Job
- Libitem
- Project Name
  Required
- Quantity
- Cost
- Service Line
- Used On Date
- Project Type
  Required
Action
Write
- Location
  Required
- Job Type
  Required
- Description
- Service Line
  Required
- Service Description
  Required
- Window Start
- Window End
- Expiration Date
Action
Write
- Appointment ID
  Required
- Job
- Tech IDs
- Window Start
- Window End
- Released
- Status
Action
Write
- Contact
- Company
- Location
  Required
- Project Type
  Required
- First Name
- Last Name
- Phone Number
- User Email Address
  Required
- Primary
Action
Write
- Job Item
  Required
- Libitem
- Project Name
  Required
- Quantity
- Cost
- Service Line
- Used On Date
- Project Type
  Required
Action
Write
- Asset Search
  Required
Action
Search
- External System
  Required
- External System ID
  Required
Action
Search
- Contract Name
  Required
Action
Search
- Job ID
  Required
Action
Search
- Project Name
  Required
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company
Action
Search
- Quote Number
  Required
Action
Search
- External System
  Required
- External System ID
  Required
- Company External ID
- Company External System Name
- Project Name
  Required
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Status
Action
Search or write
- Project Name
  Required
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company
- Taxable
- Company External ID
- Company External System Name
- Phone Number
- User Email Address
  Required
- Latitude
- Longitude
- Status
Action
Search or write

File Generated
Triggers for every file that has been generated.
Trigger
Instant
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- Project ID
  Required
- File Category
Action
Search
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
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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
- Project Type
  Required
- API Endpoint URL
  Required
Action
Write
- Import Type
- File Name
  Required
- Content
  Required
Action
Write
- Company External ID
- Company External System Name
- Company
- Location
  Required
- Project Type
  Required
- First Name
- Last Name
- Phone Number
- User Email Address
  Required
- Primary
Action
Write
- Location
  Required
- Vendor Name
  Required
- Job Type
  Required
- Description
- Service Line
  Required
- Service Description
  Required
- Window Start
- Window End
- Expected Duration
- Estimated Price
Action
Write
- Company
- Taxable
- Company External ID
- Company External System Name
- Project Name
  Required
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- User Email Address
  Required
- Latitude
- Longitude
- Status
Action
Write
- Tag
  Required
- Entity Type
  Required
Action
Write
- Company
- Company External ID
- Company External System Name
- Project Name
  Required
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Status
Action
Write
- Invoice ID
- Project Type
  Required
- Status
- Project Name
  Required
- Invoice Number
Action
Write
- Location
  Required
- Taxable
- Company External ID
- Company External System Name
- Project Name
  Required
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- User Email Address
  Required
- Latitude
- Longitude
- Company
- Status
Action
Write
- Project Name
  Required
- City
- Company Address State
- Company Address Postal Code
Action
Search
- Search String
  Required
Action
Search
- Deficiency Number
  Required
Action
Search
- Job Number
Action
Search
- External System
  Required
- External System ID
  Required
Action
Search
- Project Name
  Required
- City
- Company Address State
- Company Address Postal Code
- Company External ID
- Company External System Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Status
Action
Search or write
- Search String
  Required
- Company External ID
- Company External System Name
- Company
- Location
  Required
- Project Type
  Required
- First Name
- Last Name
- Phone Number
- User Email Address
  Required
- Primary
Action
Search or write
- External System
  Required
- External System ID
  Required
- Company
- Taxable
- Company External ID
- Company External System Name
- Project Name
  Required
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- User Email Address
  Required
- Latitude
- Longitude
- Status
Action
Search or write

About magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.

Help

Related categories

Images & Design

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.

Help

Related categories

Scheduling & Booking

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Connect magicplan to ServiceTrade and automate any workflow

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

Create your first workflow

Add attachments to ServiceTrade jobs with new magicplan files

Generate magicplan projects with newServiceTrade jobs

Add attachments to ServiceTrade jobs with new projects exported in magicplan

Add attachments to ServiceTrade jobs with new magicplan files

Generate magicplan projects with newServiceTrade jobs

Add attachments to ServiceTrade jobs with new projects exported in magicplan

How Zapier works

Select a trigger from magicplan

Setup an action from ServiceTrade

That’s it! You just connected magicplan to ServiceTrade

Connect magicplan and ServiceTrade to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect magicplan and ServiceTrade to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}magicplan to ServiceTrade and automate any workflow

Create your first workflow

Add attachments to ServiceTrade jobs with new magicplan files

Generate magicplan projects with newServiceTrade jobs

Add attachments to ServiceTrade jobs with new projects exported in magicplan

Add attachments to ServiceTrade jobs with new magicplan files

Generate magicplan projects with newServiceTrade jobs

Add attachments to ServiceTrade jobs with new projects exported in magicplan

How Zapier works

Select a trigger from magicplan

Setup an action from ServiceTrade

That’s it! You just connected magicplan to ServiceTrade

Connect magicplan and ServiceTrade to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect magicplan and ServiceTrade to unlock the power of automation

Supported triggers and actions

Join millions worldwide who automate their work using Zapier

Connect magicplan to ServiceTrade and automate any workflow