Integrate ServiceTrade with Microsoft Outlook to automate your work

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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

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How Zapier works

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

Select a trigger from ServiceTrade

A trigger is an event that starts your Zap and runs the workflow. For example, with ServiceTrade, a trigger could be "New Attachment."

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

Setup an action from Microsoft Outlook

An action is what takes place after the automation is triggered. For example, with Microsoft Outlook, the action could be "Create Event."

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

That’s it! You just connected ServiceTrade to Microsoft Outlook

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

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

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

Set up your first integration

Quickly connect ServiceTrade to Microsoft Outlook with a Zapier template.

Our most popular template

Send emails in Microsoft Outlook for new job comments in ServiceTrade
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ServiceTrade + Microsoft Outlook
Create new Microsoft Outlook events for each new job in ServiceTrade
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ServiceTrade + Microsoft Outlook

Send emails in Microsoft Outlook for new job comments in ServiceTrade

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ServiceTrade + Microsoft Outlook

Create new Microsoft Outlook events for each new job in ServiceTrade

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ServiceTrade + Microsoft Outlook

Make work flow with AI

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

Learn about AI automation

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Connect ServiceTrade and Microsoft Outlook 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.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ServiceTrade and Microsoft Outlook 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.

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
- 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
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Status
Action
Write
- Asset Type
  Required
- Status
- Job
- Company Name
- Invoice Number
Action
Write
- Job
- Libitem
- Company Name
- Quantity
- Cost
- Service Line
- Used On Date
- Asset 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
- Asset Type
  Required
- First Name
- Last Name
- Phone Number
- Email
- Primary
Action
Write
- Job Item
  Required
- Libitem
- Company Name
- Quantity
- Cost
- Service Line
- Used On Date
- Asset 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
- Company Name
- 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
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Status
Action
Search or write
- Company Name
- 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
- Status
Action
Search or write
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Scheduled
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- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
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- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
- Search String
  Required
- Note
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Email ID
  Required
- Comment
  Required
Action
Write
- Event
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Attendees
- Categories
- Location Name
Action
Write
- HTTP Method
  Required
- API Endpoint URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Description
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
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
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
- Asset 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
- Asset Type
  Required
- First Name
- Last Name
- Phone Number
- Email
- 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
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Write
- Tag
  Required
- Entity Type
  Required
Action
Write
- Company
- Company External ID
- Company External System Name
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Status
Action
Write
- Invoice ID
- Asset Type
  Required
- Status
- Company Name
- Invoice Number
Action
Write
- Location
  Required
- Taxable
- Company External ID
- Company External System Name
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Company
- Status
Action
Write
- Company Name
- Company Address 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
- Company Name
- 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
- Status
Action
Search or write
- Search String
  Required
- Company External ID
- Company External System Name
- Company
- Location
  Required
- Asset Type
  Required
- First Name
- Last Name
- Phone Number
- Email
- Primary
Action
Search or write
- External System
  Required
- External System ID
  Required
- Company
- Taxable
- Company External ID
- Company External System Name
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Status
Action
Search or write
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Event
  Required
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Learn how to automate ServiceTrade on the Zapier blog

Learn how to automate Microsoft Outlook on the Zapier blog

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 more

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