Connect ServiceM8 to ServiceTrade

Both apps 55ServiceM8 25ServiceTrade 30

• Trigger
  Job Queued

  Triggers when a Job is assigned to a Queue.

• Trigger
  New Job

  Triggers when a new job is created.

• Action
  Add attachment

  Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.

• Action
  Add company contact

  Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact.

• Action
  Add job allocation

  Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.

• Action
  Add job material

  Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details.

• Action
  Add job payment

  Records a payment against a ServiceM8 job, with its amount, method, date and optional note.

• Action
  Add note

  Adds a note to a job, client or other ServiceM8 record.

• Action
  Create Client

  Creates a new client (company) record in ServiceM8.

• Action
  Create Job

  Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.

• Action
  Delete client

  Deletes (archives) a client in ServiceM8.

• Action
  Delete job

  Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.

• Action
  Get attachment

  Returns the details of a single file attachment (photo, PDF or other file) by its UUID.

• Action
  Get client

  Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.

• Action
  Get job

  Returns a single ServiceM8 job by its UUID, including its status, client, address and totals.

• Action
  Get Job Allocation

  Returns a single job allocation — which staff member a job is allocated to, its window, dates and status.

• Action
  List clients

  Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.

• Action
  List job materials

  Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.

• Action
  List job payments

  Returns the payments recorded against jobs, optionally filtered (for example to a single job).

• Action
  List Job Queues

  Returns the job queues set up in the ServiceM8 account.

• Action
  List jobs

  Returns the jobs in your ServiceM8 account, optionally narrowed by a filter.

• Action
  List notes

  Returns the notes in your ServiceM8 account, optionally filtered and sorted.

• Action
  List staff members

  Returns the staff members in your ServiceM8 account, optionally narrowed by a filter.

• Action
  Update client

  Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed.

• Action
  Update job

  Updates an existing job in ServiceM8, changing only the fields you fill in.

• 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.

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