--- title: "Connect Publer to ServiceTrade - APIANT.ai" description: "When \"New Draft\" fires in Publer, your agent runs \"Create Contact\" in ServiceTrade." canonical: "https://apiant.ai/connect/publer-to-servicetrade" --- # Connect Publer to ServiceTrade When **New Draft** fires in [Publer](https://apiant.ai/connections/publer), 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. Publer **16** triggers Publer **14** 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 Publer 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 Publer can start in ServiceTrade - When **New Draft** in Publer then **Create Contact** in ServiceTrade - When **New Media Uploaded** in Publer 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 Publer and ServiceTrade ## Triggers and actions 16 triggers · 44 actions - Trigger **Account Connected/Disconnected** Triggers when a social media account is newly connected to the selected Publer workspace. - Trigger **Member Performance Spike** Triggers when a workspace member's posting activity or engagement metrics change for the chosen date range. - Trigger **New Draft** Triggers when a new draft post is saved in your Publer workspace. - Trigger **New Media Uploaded** Triggers when a new media item is added to your Publer media library. - Trigger **Post Approved** Triggers when a scheduled post is approved in your Publer workspace. - Trigger **Post Created** Triggers when a new post is created in your Publer workspace, optionally limited to a post state, account, type, member or search text. - Trigger **Post Failed** Triggers when a Publer post fails to publish. - Trigger **Post Pending Approval** Triggers when a scheduled post is waiting for approval in the Publer workspace. - Trigger **Post Performance Threshold** Triggers when a published post's performance metric (such as reach, likes or engagement) reaches the threshold you set. - Trigger **Post Published** Triggers when a post is published to one of your connected social accounts. - Trigger **Post Scheduled** Triggers when a post is scheduled in your Publer workspace. - Trigger **Post Status Updated** Triggers when a post's status changes, for example from scheduled to published or failed. - Trigger **Top Competitor Posts** Triggers when a new post by one of your tracked competitors appears in Publer's competitor post insights, with its performance analytics. - Trigger **Top Hashtags Identified** Triggers when a hashtag newly enters the top-ranked hashtags (top 10 by the chosen metric) for a Publer social account. - Trigger **Top Posts of Week** Triggers for each of your top-performing posts published in the last 7 days, ranked by engagement (or another metric you choose). - Trigger **Workspace Created** Triggers when a new workspace becomes accessible to the connected Publer user. - Action **Auto Schedule Post** Creates a post and lets Publer automatically pick the best time to publish it within a date window you choose. - Action **Create Post** Creates a social media post in Publer for one or more connected accounts, either scheduled for a specific time or saved as a draft. - Action **Export Analytics Report** Starts a CSV or PDF export of your Publer analytics for the workspace or a single account, and returns the job id used to retrieve the finished file. - Action **Export Competitor Benchmark** Returns benchmark analytics for your competitor accounts — followers, growth, engagement, reach and posting mix — for a date range. - Action **Export Member Leaderboard** Returns each workspace member's posting activity and engagement totals for a date range, for building leaderboards and performance reviews. - Action **Find Analytics by Date Range** Returns published posts with their performance analytics (reach, engagement, likes, comments and more) for a social account within a date range. - Action **Find Media** Searches the Publer media library by name or caption, type, usage status, source or folder and returns the matching media items. - Action **Find Post** Finds posts whose content contains the text you give, optionally narrowed by state, post type, date range, account or team member. - Action **Generate Competitors Top Posts** Returns competitors' posts for a social account within a date range, with their performance analytics, sortable by engagement, reach and other metrics. - Action **Generate Top Hashtags** Returns your top-performing hashtags for a social account, with post counts, reach, engagement totals, recent posts and a hashtag performance score. - Action **Generate Top Posts** Returns your top-performing published posts for a social account over a date range, ranked by a metric such as engagement or reach. - Action **Schedule Recurring Post** Creates a post that Publer publishes repeatedly on a daily, weekly, monthly or yearly schedule until an optional end date. - Action **Schedule Recycling Post** Schedules a post that Publer automatically re-shares on a regular cadence, such as every 2 weeks up to 3 times. - Action **Upload Media** Uploads a photo, video or PDF file to Publer and returns the new media item's ID for use in posts. - 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 - [ **Publer** Publer is a social media management platform that lets you plan, schedule, and analyze posts across multiple...](https://apiant.ai/connections/publer) - [ **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 Publer - [ **Publer to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/publer-to-salesforce) - [ **Publer to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/publer-to-slack) - [ **Publer to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/publer-to-stripe) - [ **Publer to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/publer-to-shopify) - [ **Publer to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/publer-to-quickbooks-online) - [ **Publer to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/publer-to-trello) ## 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 ## Publer and ServiceTrade, answered ### ### What can start an automation from Publer? Any of Publer's 16 triggers in the catalog, including New Draft, New Media Uploaded, Post Approved and Post Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceTrade when something happens in Publer? 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 Publer? ServiceTrade has no triggers in the catalog today, so automations start in Publer. 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 Publer 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 Publer 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.