--- title: "Connect Assembly.com to ServiceTrade - APIANT.ai" description: "When \"Client Created\" fires in Assembly.com, your agent runs \"Create Contact\" in ServiceTrade." canonical: "https://apiant.ai/connect/assembly-com-to-servicetrade" --- # Connect Assembly.com to ServiceTrade When **Client Created** fires in [Assembly.com](https://apiant.ai/connections/assembly-com), 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. Assembly.com **55** triggers Assembly.com **27** 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 Assembly.com 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 Assembly.com can start in ServiceTrade - When **Client Created** in Assembly.com then **Create Contact** in ServiceTrade - When **Client Updated** in Assembly.com 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 Assembly.com and ServiceTrade ## Triggers and actions 55 triggers · 57 actions - Trigger **Client Activated** Triggers when a client authenticates in the Assembly for the first time - Trigger **Client Created** Triggers when a new client is created. - Trigger **Client Updated** High-frequency trigger for each client user update. - Trigger **Company Created** Triggers when a company gets created in the Assembly for the first time - Trigger **Company Custom Fields Updated** Triggers only when a company has updates to custom fields. - Trigger **Contract Requested** Triggers when a contract is assigned to a client. - Trigger **Contract Signed** Triggers when a contract is signed. - Trigger **File Created** Triggers when a file gets created within a file channel - Trigger **File Updated** Triggers when a file has been updated within a file channel - Trigger **Folder Created** Triggers when a folder gets created within a file channel - Trigger **Folder Deleted** Triggers when a folder gets deleted within a file channel - Trigger **Folder Updated** Triggers when a folder gets updated within a file channel - Trigger **Form Response Completed** Triggers when a form response has been completed by a recipient - Trigger **Internal User Created** Triggers when a new internal user is created. - Trigger **Invoice Created** Triggers when an invoice is created - Trigger **Invoice Deleted** Triggers when an invoice is deleted - Trigger **Invoice Paid** Triggers when an invoice is paid - Trigger **Invoice Sent** Triggers when an invoice is sent - Trigger **Invoice Updated** Triggers when an invoice is updated - Trigger **Invoice Voided** Triggers when an invoice is voided - Trigger **Link Created** Triggers when a link gets created within a file channel - Trigger **Link Updated** Triggers when a link gets updated within a file channel - Trigger **List Clients** Lists the clients. - Trigger **List Companies** Lists the companies. - Trigger **List Form Responses** List Form Responses for a specific form - Trigger **List Invoice Templates** Lists the invoice templates. - Trigger **List Message Channels** Lists the message channels. - Trigger **List Messages** Lists messages in a channel - Trigger **List Notes** Lists notes in a workspace. - Trigger **List Payments** Lists the payments. - Trigger **List Prices** Lists the prices. - Trigger **List Products** Lists the products. - Trigger **List Subscriptions** Lists the subscriptions. - Trigger **List Subscription Templates** Lists the subscription templates. - Trigger **List Task Comments** Lists task comments in a workspace. - Trigger **List Tasks** Lists tasks in a workspace. - Trigger **List Task Templates** Lists task templates in a workspace. - Trigger **Message Channel Created** Triggers when a new message channel is created. - Trigger **Message Channel Deleted** Triggers when a message channel is deleted. - Trigger **Message Sent** Triggers when a message gets sent in any channels belonging to the portal - Trigger **Note Created** Triggers when a new note is created. - Trigger **Note Updated** Triggers when a note is updated. - Trigger **Notification Created** Triggers when a new notification is created. - Trigger **Payment Failed** Triggers when a payment is failed for an invoice - Trigger **Payment Succeeded** Triggers when a payment is successful for an invoice - Trigger **Price Created** Triggers when a price is created - Trigger **Product Created** Triggers when a product is created - Trigger **Product Updated** Triggers when a product is updated - Trigger **Subscription Canceled** Triggers when an subscription is canceled - Trigger **Subscription Created** Triggers when an subscription is created - Trigger **Task Archived** Triggers when a task gets archived in your workspace. - Trigger **Task Completed** Triggers when a task gets completed in your workspace. - Trigger **Task Created** Triggers when a task gets created in your workspace. - Trigger **Task Deleted** Triggers when a task gets deleted in your workspace. - Trigger **Task Updated** Triggers when a task gets updated in your workspace. - Action **Create Client** Creates a new client. - Action **Create Company** Creates a new company. - Action **Create File** Creates a file in a specified files channel. - Action **Create Folder** Creates a folder in a specified file channel. - Action **Create Link** Creates a link in a specified files channel. - Action **Create Message Channel** Creates a new message channel. - Action **Create Note** Creates a new note. - Action **Find a Client** Search for a client by ID, email, or company. - Action **Find a Company** Search for a company by ID or name. - Action **Find a File** Search for a file by ID. - Action **Find a Form** Search for a Form by ID. - Action **Find a Message Channel** Search for a message channel by ID or by filters - Action **Find an Internal User** Search for an internal user by ID. - Action **Find an Invoice** Search for an invoice by ID. - Action **Find a Note** Search for a note by ID or by filters - Action **Find a Price** Search for a Price by ID. - Action **Find a Product** Search for a Product by ID. - Action **Find a Subscription** Search for a Subscription by ID. - Action **Find a Task** Search for a task by ID or by filters - Action **Find a Task Comment** Search for a task comment by ID - Action **Find a Task Template** Search for a task template by ID or by filters - Action **Request Form Responses** Ask clients to fill out a form. - Action **Send Message** Create and send a message to a designated message channel. - Action **Update Client** Update a client - Action **Update Company** Update the name of a company - Action **Update Internal User** Update an internal user - Action **Update Note** Update the title and content of a note. - 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 - [ **Assembly.com** Assembly.com is a complete client communication and management solution that offers a branded and...](https://apiant.ai/connections/assembly-com) - [ **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 Assembly.com - [ **Assembly.com to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/assembly-com-to-google-sheets) - [ **Assembly.com to LibreTranslate** LibreTranslate is an open-source machine translation service.](https://apiant.ai/connect/assembly-com-to-libretranslate) - [ **Assembly.com to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/assembly-com-to-hubspot) - [ **Assembly.com to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/assembly-com-to-salesforce) - [ **Assembly.com to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/assembly-com-to-slack) - [ **Assembly.com to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/assembly-com-to-gmail) ## 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 ## Assembly.com and ServiceTrade, answered ### ### What can start an automation from Assembly.com? Any of Assembly.com's 55 triggers in the catalog, including Client Created, Client Updated, Company Created and Company Custom Fields Updated. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceTrade when something happens in Assembly.com? 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 Assembly.com? ServiceTrade has no triggers in the catalog today, so automations start in Assembly.com. 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 Assembly.com 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 Assembly.com 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.