Connect Egnyte to ServiceTrade

Both apps 48Egnyte 18ServiceTrade 30

• Trigger
  List Folders

  Triggers when a new subfolder appears inside the Egnyte folder you choose.

• Trigger
  New File in Folder

  Triggers when a new file is added to the chosen Egnyte folder.

• Action
  Add comment

  Adds a comment to a file or folder in Egnyte.

• Action
  Add link

  Creates a shareable link to a file or folder in Egnyte, with optional access, expiry and email settings.

• Action
  Add user

  Creates a new user in your Egnyte domain.

• Action
  Copy file or folder

  Copies a file or folder in Egnyte to a destination path, optionally renaming it.

• Action
  Create Folder

  Creates a new folder at the given path in Egnyte.

• Action
  Delete file or folder

  Deletes a file or folder in Egnyte by its path, or a single version of a file. Returns the path of the parent folder.

• Action
  Delete link

  Deletes an Egnyte shared link so it can no longer be used.

• Action
  Download File

  Downloads the contents of a file stored in Egnyte, optionally a specific earlier version.

• Action
  Find files by keyword

  Searches Egnyte files and folders by keyword across names, content, comments and metadata, and returns the matching items.

• Action
  Get file or folder

  Returns the details of a file or folder at a given path, optionally including the folder's contents, permissions, locks and custom metadata.

• Action
  Get user

  Returns the details of one Egnyte user, including name, email, role, status and group memberships.

• Action
  List groups

  Returns the custom groups in your Egnyte domain, optionally filtered by group name, with each group's members.

• Action
  List users

  Returns the users in your Egnyte domain, optionally narrowed by a filter on username, email or external id.

• Action
  Move file or folder

  Moves a file or folder in Egnyte to a new location, optionally renaming it.

• Action
  Update user

  Updates an existing Egnyte user's details such as name, email, status, role, user type and language. Only the values you fill in are changed.

• Action
  Upload File

  Uploads a file to a path in Egnyte, creating it or overwriting an existing file at that path (up to 100 MB).

• 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.

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