Connect SendApp to ServiceTrade

Both apps 46SendApp 15ServiceTrade 31

• Trigger
  New Contact

  Triggers when a new contact is added to SendApp.

• Action
  Create Contact

  Creates a contact in SendApp, or merges into the existing contact with the same phone or email. Phone or email is required.

• Action
  Delete Contact

  Deletes a SendApp contact by its ID.

• Action
  Find Contacts

  Finds SendApp contacts matching a name, phone or email search, optionally filtered by tag.

• Action
  Get Account Info

  Returns your SendApp account details, plan, subscription and usage.

• Action
  Get Contact

  Returns one SendApp contact by its ID.

• Action
  Get Message Status

  Returns the delivery status (sent, delivered, read or failed) of a WhatsApp message sent in the last 7 days.

• Action
  List Account Tokens

  Lists the account tokens (AI models and channels) in your SendApp account; other actions take one of these tokens.

• Action
  List Automations

  Lists SendApp automations that can be started from another system.

• Action
  List Bookings

  Lists bookings in SendApp, optionally within a date range or by status.

• Action
  List WhatsApp Templates

  Lists the WhatsApp message templates on one of your SendApp accounts.

• Action
  Remove Tags from Contact

  Removes tags from a SendApp contact.

• Action
  Send Message

  Sends a WhatsApp text message (optionally with media) through your SendApp WhatsApp account. Only works within 24 hours of the customer's last message; otherwise use Send WhatsApp Template.

• Action
  Send SMS

  Sends an SMS through your SendApp SMS gateway or bulk SMS credits.

• Action
  Update Contact

  Updates a SendApp contact. Only the fields you fill in are changed; Tags replaces the whole tag set.

• 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 Company

  Updates an existing ServiceTrade company's name, address, status, roles and other details. Fields left blank are not changed.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.