Connect ServiceWorks to Signaturit

Both apps 28ServiceWorks 14Signaturit 14

• Trigger
  Job Completed

  Triggers when a ServiceWorks job in the last 30 days reaches your completed status.

• Trigger
  New Job

  Triggers when a new job appears on the ServiceWorks calendar (scheduled from 30 days ago to 90 days ahead).

• Action
  Create Customer

  Creates a new customer in ServiceWorks with contact details and a service address.

• Action
  Create Job

  Creates a new job (work order) for a ServiceWorks customer, optionally scheduled.

• Action
  Find Customer by Phone

  Finds ServiceWorks customers that have the given phone number.

• Action
  Get Customer Service History

  Returns a ServiceWorks customer's past service jobs.

• Action
  List Jobs

  Lists ServiceWorks calendar jobs in a date range, optionally filtered by technician, type or status.

• Action
  List Payments

  Lists ServiceWorks payment history, one page at a time.

• Action
  Schedule Job

  Schedules or reschedules a ServiceWorks job trip.

• Action
  Search Customers

  Finds ServiceWorks customers by name or customer ID, with their addresses.

• Action
  Send Text to Customer

  Sends an SMS text message to a ServiceWorks customer.

• Action
  Set Customer Note

  Sets the note on a ServiceWorks customer.

• Action
  Set Job Note

  Sets the note on a ServiceWorks job trip.

• Action
  Update Customer

  Updates an existing ServiceWorks customer's name, company, email and phone numbers.

• Action
  Add contact

  Creates a contact (name and email) in your Signaturit address book.

• Action
  Cancel a Signature Request

  Cancels a signature request so its signers can no longer sign the document. Returns the canceled signature request.

• Action
  Create a Certified Email

  Sends a certified email to a recipient with an attached document and returns the new certified email with its certificates.

• Action
  Create a Signature Request

  Creates a signature request that sends a document to a signer for e-signature.

• Action
  Delete contact

  Deletes a contact from your Signaturit contacts.

• Action
  Delete signature

  Deletes a signature request. Requests that are still in progress cannot be deleted.

• Action
  Get certified email

  Returns a certified email request by its id, including each recipient's certificate, status and delivery events.

• Action
  Get contact

  Returns a single Signaturit contact (name and email) by its id.

• Action
  Get signature

  Returns a signature request with its documents, signers, statuses and events.

• Action
  List certified emails

  Returns the certified emails in your Signaturit account, optionally filtered by status and send date.

• Action
  List contacts

  Returns the contacts saved in your Signaturit account, optionally filtered by email or name.

• Action
  List signatures

  Returns the signature requests in your Signaturit account, optionally filtered by status, sent date range or a list of signature IDs.

• Action
  Send a Signature Request Reminder

  Sends a reminder email to the signers of a pending signature request and returns the updated signature request.

• Action
  Update contact

  Updates the email and/or name of an existing contact.

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