--- title: "Connect Inmobalia CRM to ServiceTrade - APIANT.ai" description: "When \"New Activity Log\" fires in Inmobalia CRM, your agent runs \"Create Contact\" in ServiceTrade." canonical: "https://apiant.ai/connect/inmobalia-crm-to-servicetrade" --- # Connect Inmobalia CRM to ServiceTrade When **New Activity Log** fires in [Inmobalia CRM](https://apiant.ai/connections/inmobalia-crm), 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. Inmobalia CRM **12** triggers Inmobalia CRM **39** 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 Inmobalia CRM 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 Inmobalia CRM can start in ServiceTrade - When **New Activity Log** in Inmobalia CRM then **Create Contact** in ServiceTrade - When **New Activity Task** in Inmobalia CRM 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 Inmobalia CRM and ServiceTrade ## Triggers and actions 12 triggers · 69 actions - Trigger **Activity Log Update** Triggers when an activity log is created or updated in Inmobalia CRM, returning the log's type, subject, details, dates, users and main contact. - Trigger **Activity Task Update** Triggers when an activity task is created or updated in Inmobalia CRM. - Trigger **Contact Update** Triggers when a contact is created or updated in Inmobalia CRM, returning the contact's details and when it last changed. - Trigger **New Activity Log** Triggered when a new activity log is created. - Trigger **New Activity Task** Triggered when a new activity task is created. - Trigger **New Contact** Triggered when a new contact is created in Inmobalia CRM. - Trigger **New Property** Triggers when a new property is created in Inmobalia CRM. - Trigger **New Sale** Triggers when a new sale is created in Inmobalia CRM. - Trigger **New User** Triggered when a new user is created in the agency's Inmobalia CRM account. - Trigger **New WebLead** Triggers when a new web lead is received, such as a website form submission or a lead from an integration. - Trigger **Property Update** Triggers when an existing property is changed, or a new one is added, returning the property's summary details. - Trigger **Sale Update** Triggers when a sale is created or updated in Inmobalia CRM. - Action **Create Activity Log** Creates a completed activity log entry in Inmobalia CRM, optionally linked to contacts, properties, developments, bookings and agents, and returns its id. - Action **Create Activity Log Comment** Adds a comment to an existing activity log in Inmobalia CRM, recorded under the connected user, and returns the new comment. - Action **Create Activity Task** Creates a task in Inmobalia CRM, with its due date and status, optionally linked to contacts, agents, properties, developments and bookings. - Action **Create Activity Task Comment** Adds a comment to an activity task. The authenticated user is recorded as the comment's author. - Action **Create Contact** Creates a new contact in Inmobalia CRM and returns the id of the new contact. - Action **Create Property** Creates a new property listing in Inmobalia CRM and returns its id. New properties start unpublished. - Action **Create Property Description** Adds a description in a chosen language to a property, and returns the description that was created. - Action **Create Property File** Uploads a file, such as a document, floor plan or brochure, to a property and returns the new file's details. - Action **Create Property Image** Uploads a JPEG or PNG image to a property's gallery and returns the new image's details. - Action **Create Property Link** Adds a link, such as a video, virtual tour, floor plan or online brochure, to a property and returns the created link. - Action **Create WebLead** Creates a web lead in Inmobalia CRM from a website form or integration, and returns the new lead. - Action **Find and Get Activity** Returns one activity, either an activity log or an activity task, by its ID. - Action **Find and Get Activity Log** Returns one activity log by its ID, including its subject, details, dates, responsible user, and linked contacts, properties, developments and bookings. - Action **Find and Get Activity Task** Returns one activity task by its ID, including its status, schedule, and linked contacts, users, properties, developments and bookings. - Action **Find and Get Contact by Email** Finds contacts by exact email address and returns the first match along with every matching contact. - Action **Find and Get Contact by ID** Returns a single Inmobalia CRM contact by its ID, including its details, contact types, tags and marketing consent. An error occurs if the contact is not found. - Action **Find and Get Property by ID** Returns the full details of a single property, identified by its ID. - Action **Find and Get Property by Reference** Returns the full details of the property with the given reference, including its pricing, location, features and status. - Action **Find and Get Property Description** Returns a property's description text in the language you specify, including its short, main, extra and price descriptions. - Action **Find and Get Property File by Property Id and File Id** Returns one file attached to a property, including its name, type, link, size and publishing settings, using the property ID and file ID. - Action **Find and Get Property HTML by Property Id and HTML Id** Returns one HTML block of a property, such as a video, virtual tour or brochure embed, including its content and publishing settings. - Action **Find and Get Property Image by Property Id and Image Id** Returns one image of a property, including its temporary link, gallery position, dimensions and publishing status. - Action **Find and Get Property Link by Property Id and Link Id** Returns one link attached to a property, such as a video, virtual tour, floor plan or brochure, using the property's ID and the link's ID. - Action **Find and Get Sale by Code** Returns the sale that has the specified sale code, including its buyer, seller, property, prices, commission and status. - Action **Find and Get Sale by ID** Returns the sale with the given ID, including its buyer, seller, property, price, commission, stage and status. - Action **Find and Get User** Finds a CRM user by their username and returns the user's profile, including name, contact details, language, time zone and whether the user is enabled. - Action **Get All Available Property Features** Returns every property feature in the agency's catalogue, with its code, name and type. - Action **Get All Custom Features** Returns the custom property features your agency has defined, with each feature's code and name. - Action **Get All Property Tags** Returns all the property tags defined in your Inmobalia CRM agency. - Action **Get All Property Types** Returns every property type available in the agency's Inmobalia CRM, with each type's name and category. - Action **Select Location** Returns the locations one level below your selection: the provinces of a country, the cities of a province, the areas of a city, or the subareas of an area. - Action **Update Activity Log** Updates an existing activity log by ID, changing only the fields you fill in, and returns the updated activity log. - Action **Update Activity Task** Updates an existing activity task in Inmobalia CRM and returns the updated task. - Action **Update Contact** Updates an existing contact by ID, changing only the fields you fill in and returning the updated contact. - Action **Update Property** Updates an existing property by ID, changing only the fields you fill in, and returns the updated property. - Action **Update Property Description** Updates the description of a property in a given language, and returns the updated description. - Action **Update Property File** Updates the name, type, language, description and sharing options of a file attached to a property. The file's content itself cannot be replaced. - Action **Update Property Image** Updates an image of a property, including whether it is published on portals, whether it is the main image, and its gallery position. Returns the updated image. - Action **Update Property Link** Updates an existing link on a property, replacing its name, type, web address and sharing options, and returns the updated link. - 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 - [ **Inmobalia CRM** Inmobalia CRM is the online real estate software and secure property MLS network servicing the most...](https://apiant.ai/connections/inmobalia-crm) - [ **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 Inmobalia CRM - [ **Inmobalia CRM to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/inmobalia-crm-to-salesforce) - [ **Inmobalia CRM to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/inmobalia-crm-to-slack) - [ **Inmobalia CRM to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/inmobalia-crm-to-mailchimp) - [ **Inmobalia CRM to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/inmobalia-crm-to-stripe) - [ **Inmobalia CRM to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/inmobalia-crm-to-shopify) - [ **Inmobalia CRM to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/inmobalia-crm-to-quickbooks-online) ## 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 ## Inmobalia CRM and ServiceTrade, answered ### ### What can start an automation from Inmobalia CRM? Any of Inmobalia CRM's 12 triggers in the catalog, including New Activity Log, New Activity Task, New Contact and New Property. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceTrade when something happens in Inmobalia CRM? 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 Inmobalia CRM? ServiceTrade has no triggers in the catalog today, so automations start in Inmobalia CRM. 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 Inmobalia CRM 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 Inmobalia CRM 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.