Integrate ServiceTrade with Salesforce 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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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 Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."

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

That’s it! You just connected ServiceTrade to Salesforce

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

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

Level up your ServiceTrade to Salesforce 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 Salesforce 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

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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

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An illustration representing how to automate customer support with Zapier.

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

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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 Salesforce 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
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Deficiency
Triggers when a new deficiency is created.
Trigger
Instant
Try It
New Job
Triggers when a new job is created.
Trigger
Instant
Try It
New Location
Triggers when a new location is created.
Trigger
Instant
Try It

Updated Appointment
Triggers when an existing appointment is updated or a new appointment is created.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It

Updated Invoice
Triggers when an existing invoice is updated or a new invoice is created.
Trigger
Instant
Try It
Updated Location
Triggers when an existing Location is updated.
Trigger
Instant
Try It
- 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
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- API Endpoint URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write

New Clock Event
Triggers when a new clock event (clock-in or clock-out) is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
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
New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write

Learn how to automate ServiceTrade on the Zapier blog

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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

Related categories

Scheduling & Booking

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Integrate ServiceTrade with Salesforce to automate your work

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