Connect Leantime to ServiceTrade

Both apps 55Leantime 25ServiceTrade 30

• Trigger
  New Comment

  Triggers when a new comment is posted on a task, project or other item in Leantime.

• Trigger
  New Goal

  Triggers when a new goal is added to a goal board in any project you can access, or in one project or board you choose.

• Trigger
  New Milestone

  Triggers when a new milestone is created in Leantime.

• Trigger
  New Project

  Triggers when a new project is created in your Leantime instance.

• Trigger
  New Timesheet

  Triggers when a new time entry is logged in Leantime.

• Trigger
  New Todo

  Triggers when a new todo (task, bug, story, etc.) is created in Leantime.

• Trigger
  Updated Goal

  Triggers when a goal is created or changed in Leantime, optionally limited to one project or goal board.

• Trigger
  Updated Milestone

  Triggers when a milestone is created or changed in Leantime.

• Trigger
  Updated Project

  Triggers when a project is created or changed in Leantime.

• Trigger
  Updated Timesheet

  Triggers when a time entry is logged or changed in Leantime.

• Trigger
  Updated Todo

  Triggers when a todo is created or changed in Leantime.

• Action
  Add Comment

  Adds a comment to a Leantime task, project, wiki article, idea or board item.

• Action
  Add Project

  Creates a new project in Leantime for a client and returns the new project's ID.

• Action
  Create Milestone

  Creates a milestone in a Leantime project and returns the new milestone's id.

• Action
  Create Timesheet

  Logs hours worked on a Leantime to-do as a timesheet entry, adding to any existing hours for that day and type.

• Action
  Create Todo

  Creates a to-do (task, bug, story or other ticket) in a Leantime project.

• Action
  Delete Todo

  Deletes a todo (task) in Leantime.

• Action
  Get Project

  Returns the details of a single Leantime project by its ID.

• Action
  Get Todo

  Returns a single Leantime todo (ticket) by its ID, with all of its details.

• Action
  List Comments

  Returns the comments posted on a Leantime task, project, idea, article or board item.

• Action
  List Projects

  Returns all projects in your Leantime instance with their details.

• Action
  List Todos

  Returns the todos (tasks) visible to this account, optionally filtered by project, assignee, status, search term, type, milestone, priority, sprint or modification date.

• Action
  Update Milestone

  Updates an existing milestone in a Leantime project. Only the fields you fill in are changed.

• Action
  Update Project

  Updates an existing Leantime project, changing only the fields you fill in.

• Action
  Update Todo

  Updates an existing to-do in Leantime. Only the fields you fill in are changed; everything else keeps its current value.

• 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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