Connect ServiceTrade to Proposify and automate any workflow
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How Zapier works
Zapier makes it easy to integrate ServiceTrade with Proposify - no code necessary. See how you can get setup in minutes.
Select a trigger from ServiceTrade
Setup an action from Proposify
That’s it! You just connected ServiceTrade to Proposify
Connect ServiceTrade and Proposify 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 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
- Asset TypeRequired
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
- 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
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Asset TypeRequired
- Status
- Job
- Company Name
- Invoice Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job
- Libitem
- Company Name
- Quantity
- Cost
- Service Line
- Used On Date
- Asset TypeRequired
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
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact
- Company
- LocationRequired
- Asset TypeRequired
- First Name
- Last Name
- Phone Number
- Email
- Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ItemRequired
- Libitem
- Company Name
- Quantity
- Cost
- Service Line
- Used On Date
- Asset TypeRequired
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- Company Name
- 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
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- 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- 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
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- Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Created
Triggers when a proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Viewed
Triggers when a proposal is viewed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Led ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Company Name
- Notes
- Proposal Number
- Manual Total
- Manual Tax
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- 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.- Asset TypeRequired
- API Endpoint 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
- Asset TypeRequired
- First Name
- Last Name
- Phone Number
- 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
- Expected 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
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- 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
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice ID
- Asset TypeRequired
- Status
- Company Name
- 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
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- Company
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
- 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- 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
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
- Asset TypeRequired
- First Name
- Last Name
- Phone Number
- 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
- Company Name
- Company Address Street
- Company Address City
- Company Address State
- Company Address Postal Code
- Phone Number
- Email
- Latitude
- Longitude
- 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- Client Created
Triggers when a user creates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Lost
Triggers when a Proposal is declined by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Signed
Triggers when a proposal is signed by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Proposal Won
Triggers when a proposal is accepted by a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First NameRequired
- Last NameRequired
- Email
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- Company Address City
- Client Website Url
- Zip/Postal Code
- Company Address State
- Country
- Is Primary Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.