Connect DocuPipe to ServiceTrade

Both apps 46DocuPipe 16ServiceTrade 30

• Trigger
  Document Processed

  Triggers when a document finishes parsing and OCR is complete.

• Action
  Add schema

  Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.

• Action
  Analyze document

  Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.

• Action
  Classify Document

  Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.

• Action
  Delete document

  Removes a document from your DocuPipe account.

• Action
  Delete schema

  Removes an extraction schema from your DocuPipe account.

• Action
  Extract Data From Document

  Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.

• Action
  Find documents by criteria

  Finds documents in your DocuPipe account whose file name or document ID matches what you search for.

• Action
  Get Document

  Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.

• Action
  Get Extraction Result

  Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.

• Action
  Get schema

  Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.

• Action
  List documents

  Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.

• Action
  List extractions

  Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.

• Action
  List schemas

  Returns the extraction schemas in your DocuPipe account.

• Action
  Upload and Extract Data

  Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.

• Action
  Upload Document

  Sends a file to DocuPipe to be read and turned into a document you can extract data from.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.