--- title: "Connect EFC Aquila to ServiceTrade - APIANT.ai" description: "When \"New Appointment\" fires in EFC Aquila, your agent runs \"Create Appointment\" in ServiceTrade." canonical: "https://apiant.ai/connect/efc-aquila-to-servicetrade" --- # Connect EFC Aquila to ServiceTrade When **New Appointment** fires in [EFC Aquila](https://apiant.ai/connections/efc-aquila), your agent runs **Create Appointment** in [ServiceTrade](https://apiant.ai/connections/servicetrade). Describe the whole flow and it is built, tested on every scenario and kept running. EFC Aquila **9** triggers EFC Aquila **8** 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 EFC Aquila 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 EFC Aquila can start in ServiceTrade - When **New Appointment** in EFC Aquila then **Create Appointment** in ServiceTrade - When **New Lead** in EFC Aquila then **Create Contact** 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 EFC Aquila and ServiceTrade ## Triggers and actions 9 triggers · 38 actions - Trigger **Assessment Query** Triggers when a member's assessment standing on a Programme is recorded or re-assessed, optionally limited by grade, progress, attendance, age or group filters. - Trigger **Birthday** Triggers when a member at the Location has a birthday within the chosen window (today by default), once per member per year. - Trigger **Classes Attended** Triggers when a member reaches a lifetime (or this month's) classes-attended count in your chosen range — fires again each time their attendance count changes within it. - Trigger **Did Not Show** Triggers when a member booked onto a class or event today is marked absent (did not show). - Trigger **Expired Member** Triggers when a member's enrolment expires at the Location (members whose status becomes lapsed), newest expiry first. - Trigger **Member Query** Triggers when a member newly appears in a saved roster search at a Location, such as members who become enrolled or fall inactive. - Trigger **New Appointment** Triggers when a new appointment (a 1-on-1 slot with a member) is booked at the Location, scheduled from yesterday through the next year. - Trigger **New Lead** Triggers when a new lead (prospective member) is registered at the selected Location. - Trigger **New Member** Triggers when a member enrols at the selected Location (school). - Action **Add Lead** Captures a lead at a Location, merging into an existing matching lead instead of creating a duplicate. Returns the created or matched Member. - Action **Book Session** Books a member onto one occurrence of a class session, or every occurrence from that date forward. Returns the confirmed booking; if the member is already booked, the existing booking is returned. - Action **Create Appointment** Creates a one-on-one appointment with a member at a location, optionally as a recurring series. - Action **Create Note** Adds a note to a member's record, optionally pinning it to the top of their note feed or raising it to EFC. - Action **Enrol Member** Enrols a member at a location and sets the programmes they are enrolled on, replacing their current programme set. Returns the member's updated enrolment. - Action **Send Email** Sends an email from a Location to a recipient, optionally filing it in a member's conversation. Returns the queued message. - Action **Send SMS** Sends an SMS text message from a Location through its connected SMS provider, optionally filing it in a member's conversation. - Action **Send Template** Emails a member using one of the Location's library email templates, with merge fields filled in from the member's record. The message is queued for delivery. - 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 - [ **EFC Aquila** EFC Aquila is a fully featured CRM and Billing platform for Martial Arts schools, Leisure clubs and more.](https://apiant.ai/connections/efc-aquila) - [ **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 EFC Aquila - [ **EFC Aquila to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/efc-aquila-to-hubspot) - [ **EFC Aquila to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/efc-aquila-to-salesforce) - [ **EFC Aquila to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/efc-aquila-to-slack) - [ **EFC Aquila to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/efc-aquila-to-google-sheets) - [ **EFC Aquila to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/efc-aquila-to-gmail) - [ **EFC Aquila to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/efc-aquila-to-google-calendar) ## 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 ## EFC Aquila and ServiceTrade, answered ### ### What can start an automation from EFC Aquila? Any of EFC Aquila's 9 triggers in the catalog, including New Appointment, New Lead, New Member and Assessment Query. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceTrade when something happens in EFC Aquila? 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 EFC Aquila? ServiceTrade has no triggers in the catalog today, so automations start in EFC Aquila. 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 EFC Aquila 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 EFC Aquila 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.