--- title: "Connect One Tap to ServiceTrade - APIANT.ai" description: "When \"New Participant Check-in\" fires in One Tap, your agent runs \"Create Contact\" in ServiceTrade." canonical: "https://apiant.ai/connect/one-tap-to-servicetrade" --- # Connect One Tap to ServiceTrade When **New Participant Check-in** fires in [One Tap](https://apiant.ai/connections/one-tap), 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. One Tap **2** triggers One Tap **21** 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 One Tap 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 One Tap can start in ServiceTrade - When **New Participant Check-in** in One Tap then **Create Contact** in ServiceTrade - When **New Profile** in One Tap 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 One Tap and ServiceTrade ## Triggers and actions 2 triggers · 51 actions - Trigger **New Participant Check-in** Triggered when a participant is checked in on a One Tap list. - Trigger **New Profile** Triggered when a new person profile is created in One Tap. - Action **Add Punch Pass** Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass. - Action **Check in participant** Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant. - Action **Check out participant** Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant. - Action **Create List** Creates a new list (event) in One Tap that people can be checked in to. Returns the new list. - Action **Create Participant** Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant. - Action **Create Profile** Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile. - Action **Delete List** Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion. - Action **Delete Pass** Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion. - Action **Delete Profile** Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion. - Action **Get List** Returns a single One Tap list (event) with its schedule, check-in settings and survey data. - Action **Get Lists** Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list. - Action **Get Participants on List** Returns the participants on a One Tap list, with their check-in and check-out details. - Action **Get Passes** Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type. - Action **Get Profile** Returns a single person's profile from One Tap, including the account's custom fields. - Action **Get Profile Passes** Returns the passes belonging to one person's profile in One Tap. - Action **Get Profiles** Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting. - Action **Redeem Punch Pass** Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass. - Action **Remove Participant** Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal. - Action **Update List** Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list. - Action **Update Participant** Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant. - Action **Update Profile** Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile. - 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 - [ **One Tap** OneTap offers a comprehensive attendance tracking solution ideal for educational institutions, events, and...](https://apiant.ai/connections/one-tap) - [ **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 One Tap - [ **One Tap to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/one-tap-to-google-sheets) - [ **One Tap to ScraperAPI** ScraperAPI is a data extraction service that transforms websites into structured, automation-ready data](https://apiant.ai/connect/one-tap-to-scraperapi) - [ **One Tap to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/one-tap-to-salesforce) - [ **One Tap to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/one-tap-to-slack) - [ **One Tap to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/one-tap-to-stripe) - [ **One Tap to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/one-tap-to-shopify) ## 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 ## One Tap and ServiceTrade, answered ### ### What can start an automation from One Tap? Any of One Tap's 2 triggers in the catalog, including New Participant Check-in and New Profile. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceTrade when something happens in One Tap? 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 One Tap? ServiceTrade has no triggers in the catalog today, so automations start in One Tap. 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 One Tap 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 One Tap 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.