--- title: "Connect Apaleo to ServiceTrade - APIANT.ai" description: "When \"New Booking\" fires in Apaleo, your agent runs \"Create Contact\" in ServiceTrade." canonical: "https://apiant.ai/connect/apaleo-to-servicetrade" --- # Connect Apaleo to ServiceTrade When **New Booking** fires in [Apaleo](https://apiant.ai/connections/apaleo), your agent runs **Create Contact** in [ServiceTrade](https://apiant.ai/connections/servicetrade). Describe the whole flow and it is built, tested on every scenario and kept running. Apaleo **5** triggers Apaleo **66** actions ServiceTrade **30** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Apaleo and ServiceTrade to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Apaleo can start in ServiceTrade - When **New Booking** in Apaleo then **Create Contact** in ServiceTrade - When **New Company** in Apaleo then **Create Invoice** in ServiceTrade Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Apaleo and ServiceTrade ## Triggers and actions 5 triggers · 96 actions - Trigger **New Booking** Triggers when a new booking is created in Apaleo, returning the booker details and its reservations. - Trigger **New Company** Triggers when a new company is created in Apaleo. - Trigger **New Folio** Triggers when a new folio is created in Apaleo, newest first. - Trigger **New Reservation** Triggers when a new reservation is created in Apaleo, optionally limited to certain properties, statuses or channels. - Trigger **Reservation Updated** Triggers when a reservation is created or changed, including status changes such as check-in, check-out or cancellation. - Action **Add Allowance to Folio** Posts an allowance (a discount or credit) to a folio in Apaleo. - Action **Add Charge to Folio** Adds a charge for a good or service to a folio and posts it immediately. Returns the new charge id and any fee charge ids. - Action **Add Reservations to Booking** Creates one or more new reservations and adds them to an existing booking. Returns the ids of the reservations that were created. - Action **Amend Reservation Stay** Changes the stay details of a reservation: arrival, departure, number of guests and the rate plan for each night. - Action **Assign Unit to Reservation** Assigns a specific unit (room) to a confirmed or in-house reservation, optionally for part of the stay and optionally locking it. - Action **Book Service for Reservation** Books a service (such as breakfast or spa) onto an existing reservation, for the whole stay or for specific dates. - Action **Cancel Block** Cancels a block that is Definite or Tentative, changing its status to Canceled. - Action **Cancel Invoice** Cancels an invoice in Apaleo, creating a cancellation invoice and reopening the folio where applicable. - Action **Cancel Reservation** Cancels a confirmed reservation whose arrival is still in the future, setting its status to Canceled. - Action **Change Unit Condition** Changes the housekeeping condition (Clean, Clean to be inspected, Dirty) of a unit in apaleo. - Action **Check In Reservation** Checks in a confirmed reservation that has a unit assigned, moving it to In House. - Action **Check Out Reservation** Checks out an in-house reservation, setting its status to Checked Out and posting all open folio charges. - Action **Close Folio** Closes a folio so no further charges or payments can be added. Only possible when the folio balance is 0; this cannot be undone. - Action **Confirm Block** Confirms a tentative block, changing its status to Definite. - Action **Create Block** Creates a block of inventory for a group booking at a given rate plan and date range, and returns the new block's id. - Action **Create Booking** Creates a booking in Apaleo containing one or more reservations for a booker. Returns the new booking id and the ids of its reservations. - Action **Create Company** Creates a company (corporate account) for a property in Apaleo, with its address, tax details and bookable rate plans. - Action **Create Folio** Creates an additional guest folio for a reservation, or a new external folio for a property, with the given debitor. - Action **Create Group** Creates a group booking in Apaleo for one or more properties, with the booker's details. Returns the new group's id. - Action **Create Invoice** Creates an invoice for one folio. The folio's debitor must have a name, city, postal code and country. - Action **Create Maintenance** Creates a maintenance window (out of service, out of order or out of inventory) for a unit. - Action **Create Payment** Records a custom payment (cash, cheque, voucher or externally processed) on an Apaleo folio. - Action **Create Payment Link** Creates a link to a payment form where a guest can pay an amount toward a folio. Returns the id of the pending payment. - Action **Create Refund** Creates a refund on an Apaleo folio for the given amount and payment method. The refund is processed asynchronously. - Action **Create Unit** Creates a new unit (room) in an Apaleo property. - Action **Delete Block** Deletes a block, as long as no reservations have been picked up from it. - Action **Delete Company** Deletes a company and removes it from any rate plans that have not used it yet. - Action **Delete Folio** Deletes an empty, non-main folio. This cannot be undone. - Action **Delete Group** Deletes a group booking in Apaleo. Only possible while no blocks are linked to the group. - Action **Delete Maintenance** Deletes a maintenance window from a unit. Maintenances that started yesterday or earlier cannot be deleted. - Action **Get Block** Returns a specific Apaleo block (inventory held for a group booking) by its ID. - Action **Get Booking** Returns a booking with its booker details, reservations and property totals. - Action **Get Company** Returns a company (corporate account) by its ID, including its address, tax details and bookable rate plans. - Action **Get Folio** Returns one folio by ID, including its charges, allowances, payments, balance and debitor details. - Action **Get Group** Returns a specific group booking, optionally including its blocks and available actions. - Action **Get Invoice** Returns an invoice's details, including recipient, line items, payments, tax details and totals. - Action **Get Invoice PDF** Downloads the PDF file of an existing invoice. - Action **Get Maintenance** Returns a scheduled unit maintenance (out of service, out of order or out of inventory) by its ID, including its unit and time window. - Action **Get Payment** Returns a single payment on a folio, including its amount, method, status and dates. - Action **Get Property** Returns a property (hotel) by its id, including its name, address, company details, time zone and currency. - Action **Get Rate Plan** Returns a single rate plan by its ID, including its pricing, policies, restrictions and channels. - Action **Get Reservation** Returns a single reservation, including its guest, stay dates, rate plan, unit and amounts. - Action **Get Service** Returns a specific service (such as breakfast) with its price, availability and accounting settings. - Action **Get Stay Offers** Returns the available room offers (unit groups with rate plans and prices) for a property, arrival and departure date and number of guests. - Action **Get Unit** Returns a single unit (room or space) with its property, unit group, status, and attributes. - Action **Get Unit Group** Returns a unit group (room type) with its property, names, descriptions, capacity and unit count. - Action **List Bookings** Returns the bookings in your Apaleo account, optionally filtered by reservation, group, channel, external code or booker details. - Action **List Folios** Returns the folios in your Apaleo account, optionally filtered by property, reservation, booking, company, status, type, dates or balance. - Action **List Payments** Returns the payments recorded on a folio, newest first, optionally filtered by payment status. - Action **List Properties** Returns the list of properties (hotels) in the Apaleo account, optionally filtered by status or country. - Action **List Rate Plans** Returns the rate plans in your Apaleo account, optionally filtered by property, codes, channels, unit groups and other criteria. - Action **List Rates** Returns the prices and restrictions of a rate plan for each time slice in a date range. - Action **List Reservations** Returns the reservations in your Apaleo account, optionally filtered by booking, property, status, dates, guest text and more. - Action **List Services** Returns the services (extras such as breakfast or parking) set up for your properties, optionally filtered by property, name, channel or type. - Action **List Unit Groups** Returns the unit groups (room types, meeting rooms, parking and similar) defined in Apaleo, optionally for one property. - Action **List Units** Returns the units (rooms) of your Apaleo account, optionally filtered by property, unit group, condition, occupancy or name. - Action **Mark Invoice Paid** Marks an Apaleo invoice as paid, recording the payment method and receipt reference. - Action **Reopen Folio** Reopens a closed folio so charges and payments can be posted again. Only works when no invoice has been created for the folio. - Action **Update Booking** Updates a booking's comment, booker comment, booker or payment account. - Action **Update Company** Updates an existing company's name, contact details, tax IDs, address, invoicing options or rate plans. Fields left blank are not changed. - Action **Update Folio** Updates a folio's debitor or company in Apaleo. - Action **Update Group** Updates a group booking's name, comments, properties, booker or payment account. - Action **Update Maintenance** Updates the start, end or description of an existing maintenance window for a unit. - Action **Update Rates** Creates or overwrites the prices and restrictions of a rate plan for the given time slices. - Action **Update Reservation** Updates a reservation's comments, travel purpose, market segment, company, charge and pre-check-in flags, or applies other allowed changes such as the primary guest. - Action **Update Unit** Updates a unit's name, description, condition, unit group or maximum occupancy in Apaleo. Only the fields you fill in are changed. - Action **Add Asset to Location** Creates a new asset (equipment or system) at a ServiceTrade location. - Action **Add Attachment to Job** Uploads a file from a URL and attaches it to a ServiceTrade job. - Action **Add Comment to Job** Adds a comment to a ServiceTrade job, with optional visibility, author and pinning. - Action **Add Comment to Location** Adds a comment to a ServiceTrade location. - Action **Add Tag** Creates a tag, or attaches a new or existing tag to a ServiceTrade record such as a job, location or company. - Action **Create Appointment** Creates a new appointment on a ServiceTrade job, optionally assigning services and technicians. - Action **Create Contact** Creates a contact in ServiceTrade and optionally assigns it to companies and locations. - Action **Create Invoice** Creates an invoice or vendor bill in ServiceTrade for a customer, optionally linked to a job, with line items. - Action **Create Job** Creates a new job (work order) at a ServiceTrade location. - Action **Create Job Item** Adds a part, labor, service or other item to an existing ServiceTrade job. - Action **Create Location** Creates a new location (a site where work is performed) for a ServiceTrade company. - Action **Create Quote** Creates a new quote in ServiceTrade for work at a location, covering one or more services. - Action **Find Asset by Search** Finds assets whose text fields or properties match a search term, optionally narrowed by location, job, appointment, type, status or dates. - Action **Find Company** Searches ServiceTrade companies by name, with optional filters for type, status, location and tags, and returns the matching companies. - Action **Find Company by External ID** Finds a ServiceTrade company by the ID it carries in an external system, and returns the full company record. - Action **Find Contact** Finds contacts by name, phone number or email address, optionally narrowed by company, location, contact type or dates. - Action **Find Contract by Name** Finds ServiceTrade contracts whose name contains the text you supply, optionally narrowed by customer, vendor, location, tag or dates. - Action **Find Deficiency by Deficiency Number** Finds deficiencies whose reference number exactly matches the one you supply, optionally narrowed by status, severity, location, company and other filters. - Action **Find Job by Job ID** Returns a single ServiceTrade job by its ID, including its customer, location, service requests, appointments and scheduling comments. - Action **Find Job by Job Number** Finds jobs by their job number and returns the first match plus all matching jobs. - Action **Find Location** Finds locations whose name or store number contains the text you give, optionally narrowed by company, status, region, office or tags. - Action **Find Location by External ID** Finds a ServiceTrade location by its ID in an external system and returns the full location record. - Action **Find Quote by Quote Number** Finds a quote by its exact quote number (reference number) and returns the matching quote. - Action **Remove Tag** Removes a tag from a ServiceTrade record (job, location, company, etc.), or deletes the tag from every record when no record is given. - Action **Update Appointment** Updates an existing ServiceTrade appointment's status, time window, assigned technicians, services, or release state. - Action **Update Contact** Updates an existing ServiceTrade contact's name, phone numbers, email, status, contact types, and company or location assignments. - Action **Update Invoice** Updates an existing ServiceTrade invoice's status, numbering, notes, dates, terms and assignment. - Action **Update Job Item** Updates an existing job item (material, part, labor or service on a job) in ServiceTrade. Only the fields you fill in are changed. - Action **Update Location** Updates an existing ServiceTrade location's name, address, contact details, status, tax and office settings. - Action **Upload File to Bulk Import** Creates a bulk import of the chosen type in ServiceTrade and uploads the CSV file to it, which starts processing the import. ## Each app on its own - [ **Apaleo** Cloud-native, API-first property management system for hotels, apartments, and hospitality operators.](https://apiant.ai/connections/apaleo) - [ **ServiceTrade** ServiceTrade is a customer service and sales application for commercial service contractors.](https://apiant.ai/connections/servicetrade) Reviews ## What our customers say ## More from Apaleo - [ **Apaleo to Smmcodeai** AI content generator that creates text, images, and audio for marketers and social media teams.](https://apiant.ai/connect/apaleo-to-smmcodeai) - [ **Apaleo to Sportmonks Football** Football score/schedule, news api, tv channels, stats, history, display standing e.g. epl, la liga](https://apiant.ai/connect/apaleo-to-sportmonks-football) - [ **Apaleo to SuiteDash** SuiteDash is a multi-tool business management platform that enables collaboration & communication both with...](https://apiant.ai/connect/apaleo-to-suitedash) - [ **Apaleo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apaleo-to-hubspot) - [ **Apaleo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apaleo-to-salesforce) - [ **Apaleo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apaleo-to-slack) ## More into ServiceTrade - [ **HubSpot to ServiceTrade** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-servicetrade) - [ **Salesforce to ServiceTrade** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-servicetrade) - [ **Slack to ServiceTrade** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-servicetrade) - [ **Google Sheets to ServiceTrade** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-servicetrade) - [ **Gmail to ServiceTrade** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-servicetrade) - [ **Google Calendar to ServiceTrade** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-servicetrade) Questions ## Apaleo and ServiceTrade, answered ### ### What can start an automation from Apaleo? Any of Apaleo's 5 triggers in the catalog, including New Booking, New Company, New Folio and New Reservation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceTrade when something happens in Apaleo? Any of ServiceTrade's 30 actions, including Create Appointment, Create Contact, Create Invoice and Create Job. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ServiceTrade to Apaleo? ServiceTrade has no triggers in the catalog today, so automations start in Apaleo. If you need the other direction, ask: your agent reads ServiceTrade's API documentation and adds it. ### ### Do I have to build a connector for Apaleo or ServiceTrade? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Apaleo and ServiceTrade without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.