Connect Hex to ServiceTrade

Both apps 63Hex 33ServiceTrade 30

• Trigger
  List Groups

  Triggers when a group is found in your Hex workspace.

• Trigger
  List Projects

  Triggers when a project is found in your Hex workspace.

• Trigger
  List Users

  Triggers when a user is found in your Hex workspace.

• Trigger
  New Project Run

  Triggers when a new API-triggered run appears for a Hex project.

• Action
  Add Cell

  Create a new cell in a project.

• Action
  Add Collection

  Create a new collection.

• Action
  Add Data Connection

  Create a new data connection.

• Action
  Create Embed URL

  Creates a presigned URL to embed a published Hex project.

• Action
  Create Group

  Creates a new group in your Hex workspace.

• Action
  Create Project

  Creates a new Hex project.

• Action
  Deactivate User

  Deactivate a workspace user.

• Action
  Delete Cell

  Delete a cell.

• Action
  Delete Group

  Delete a group.

• Action
  Export Project

  Export a project's notebook contents.

• Action
  Get Cell

  Fetch a single cell by id.

• Action
  Get Cell Output

  Fetch a cell's output value.

• Action
  Get Collection

  Fetch a single collection by id.

• Action
  Get Data Connection

  Fetch a single data connection by id.

• Action
  Get Group

  Fetch a single group by id.

• Action
  Get Project

  Retrieves metadata about a specific Hex project.

• Action
  Get Project Runs

  Retrieves the run history for a Hex project, optionally filtered by status.

• Action
  Get Run Status

  Retrieves the status of a Hex project run, automatically waiting until the run reaches a final state (completed, errored, killed, or unable to allocate a kernel).

• Action
  List Cells

  List cells within a project.

• Action
  List Collections

  List collections (folders) in the workspace.

• Action
  List Data Connections

  List configured data connections in the workspace.

• Action
  Run Project

  Triggers execution of a published Hex project.

• Action
  Share Project With Groups

  Shares a Hex project with one or more groups at a specified access level.

• Action
  Share Project With Users

  Shares a Hex project with one or more users at a specified access level.

• Action
  Update Cell

  Edit a cell's contents.

• Action
  Update Collection

  Edit a collection's name/contents.

• Action
  Update Data Connection

  Edit a data connection's config.

• Action
  Update Group

  Edit a group's name/members.

• Action
  Update Project Status

  Updates the status of a Hex project (or removes it).

• 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.