Connect Motion to ServiceTrade

Both apps 51Motion 21ServiceTrade 30

• Trigger
  New Comment

  Triggered when a new comment is added to the selected task.

• Trigger
  New or Updated Task

  Triggers when a task is created or updated in Motion.

• Trigger
  New Project

  Triggered when a new project is created in a Motion workspace.

• Trigger
  New Task

  Triggered when a new task is created in Motion. Can be limited to a workspace, project, assignee, label, name or status.

• Action
  Create Comment

  Creates a new comment on a Motion task and returns the created comment.

• Action
  Create Project

  Creates a new project in a Motion workspace, optionally from a project template, and returns the created project.

• Action
  Create Recurring Task

  Creates a recurring task in a Motion workspace, assigned to a person and repeating on the frequency you choose. Returns the new recurring task.

• Action
  Create Task

  Creates a task in a Motion workspace, optionally with a due date, assignee, project, labels and auto-scheduling. Returns the new task.

• Action
  Delete Recurring Task

  Deletes a recurring task in Motion by its ID.

• Action
  Delete Task

  Deletes a Motion task by its ID.

• Action
  Find Task

  Returns the tasks whose name contains the specified text, optionally narrowed by workspace, project, assignee, label or status.

• Action
  Get Project

  Returns a single Motion project by its ID, including its status, timestamps and custom field values. An error occurs if the project is not found.

• Action
  Get Task

  Returns a Motion task by its ID, including its schedule, assignees, project, workspace and custom field values. An error occurs if the task is not found.

• Action
  List Comments

  Returns all comments on a Motion task, including each comment's content, creation time and creator.

• Action
  List Projects

  Returns all projects in a Motion workspace, including each project's status and custom field values.

• Action
  List Recurring Tasks

  Returns all recurring tasks in a Motion workspace, including each task's assignee, project, status, priority and labels.

• Action
  List Tasks

  Returns the tasks in Motion, across every page of results, optionally narrowed by workspace, project, assignee, label, name or status.

• Action
  Move Task

  Moves a task to a different workspace, optionally assigning it to a user there, and returns the updated task.

• Action
  Set Project Custom Field Value

  Sets the value of an existing custom field on a project and returns the value that was saved.

• Action
  Unassign Task

  Removes the assignee from a Motion task, leaving the task unassigned.

• Action
  Update Task

  Updates an existing Motion task by ID and returns the updated task, including its title, schedule, status, priority, labels and assignee.

• 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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