Integrate Pipedrive with ServiceTrade to automate your work
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Select a trigger from Pipedrive
Setup an action from ServiceTrade
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Quickly connect Pipedrive to ServiceTrade with a Zapier template.
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Connect Pipedrive 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.
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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 Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Filter By
- Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- PersonRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Assign To
- What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Project Template
- Board IDRequired
- Project PhaseRequired
- Description
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- TitleRequired
- Deal Status
- Stage in Pipeline
- Assign To
- Organization
- Person
- Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Owner
- NameRequired
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- TitleRequired
- Board IDRequired
- Project PhaseRequired
- Description
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Search Type
- Assign To
- Type
- Filter_idRequired
- Is done?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Term to search forRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
- Term to search forRequired
- Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your app- SubjectRequired
- Search Type
- Assign To
- Type
- Filter_idRequired
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search for an Exact Match?
- NameRequired
- Owner
- Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Term to search forRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Attachment
Triggers when a new attachment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Company
Triggers when a new company is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Deficiency
Triggers when a new deficiency is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Job
Triggers when a new job is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Location
Triggers when a new location is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Location
Triggers when an existing Location is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - LocationRequired
- Asset DataRequired
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommentRequired
- Job Number
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job
- Tech IDs
- Window Start
- Window End
- Released
- Deal Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Deal Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- Deal Status
- Job
- NameRequired
- Invoice Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job
- Libitem
- NameRequired
- QuantityRequired
- Cost
- Service Line
- Used On Date
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Job TypeRequired
- Description
- Service LineRequired
- Service DescriptionRequired
- Window Start
- Window End
- Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment IDRequired
- Job
- Tech IDs
- Window Start
- Window End
- Released
- Deal Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact
- Company
- LocationRequired
- Type
- First Name
- Last Name
- Phone
- Email
- Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ItemRequired
- Libitem
- NameRequired
- QuantityRequired
- Cost
- Service Line
- Used On Date
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External SystemRequired
- External System IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contract NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company
ActionThis is an event a Zap performs.SearchFind existing data in your app- Quote NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- External SystemRequired
- External System IDRequired
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Deal Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Company
- Taxable
- Company External ID
- Company External System Name
- Phone Number
- Email
- Latitude
- Longitude
- Deal Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Filter_idRequired
- Deal Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - PersonRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- ProductRequired
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Owner
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- TitleRequired
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- NameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Person
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your app - Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
- TitleRequired
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search ByRequired
- Term to search forRequired
- Exact Match
- TitleRequired
- Project Template
- Board IDRequired
- Project PhaseRequired
- Description
- Deal Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Job Comment
Triggers when a new comment is added to a job.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Quote
Triggers when a new quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Company
Triggers when an existing Company is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Deficiency
Triggers when an existing deficiency is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Job
Triggers when an existing Job is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Quote
Triggers when an existing quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Job Number
- File NameRequired
- PurposeRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CommentRequired
- Location IDRequired
- Scheduling CommentRequired
- Tech CommentRequired
- Billing CommentRequired
- Public CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Type
- URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Import Type
- File NameRequired
- ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company External ID
- Company External System Name
- Company
- LocationRequired
- Type
- First Name
- Last Name
- Phone
- Email
- Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Vendor NameRequired
- Job TypeRequired
- Description
- Service LineRequired
- Service DescriptionRequired
- Window Start
- Window End
- Duration
- Estimated Price
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company
- Taxable
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Deal Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TagRequired
- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Deal Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice ID
- Type
- Deal Status
- NameRequired
- Invoice Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LocationRequired
- Taxable
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Company
- Deal Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Company Address City
- Company Address State
- Company Address Postal Code
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search StringRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Deficiency NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- External SystemRequired
- External System IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
- Company Address 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
- Deal Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search StringRequired
- Company External ID
- Company External System Name
- Company
- LocationRequired
- Type
- First Name
- Last Name
- Phone
- Email
- Primary
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- External SystemRequired
- External System IDRequired
- Company
- Taxable
- Company External ID
- Company External System Name
- NameRequired
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Deal Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found