Connect ServiceWorks to Stedi

Both apps 23ServiceWorks 14Stedi 9

• 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 event destination

  Create a new event destination for receiving Stedi webhook events.

• Action
  Check eligibility

  Runs a real-time eligibility and benefits check (X12 270/271) against a payer for a patient and returns the payer's coverage and benefits response.

• Action
  Delete event destination

  Permanently deletes a Stedi event destination so it stops receiving events. This cannot be undone; to pause delivery instead, update the destination's status to DISABLED.

• Action
  Find payers by criteria

  Searches the Stedi Payer Network for payers matching a name, payer ID or alias, optionally filtered by supported transaction types, coverage types, operating states and insurance programs. Returns matching payers ranked by relevance.

• Action
  Get event destination

  Retrieve an event destination by id.

• Action
  Get payer

  Retrieve a single payer record by id.

• Action
  List event destinations

  Lists the event destinations configured in your Stedi account, optionally filtered by status or event type.

• Action
  List payers

  Lists every payer Stedi supports, with payer IDs, aliases, supported transactions and enrollment requirements.

• Action
  Update event destination

  Updates an existing Stedi event destination's name, URL, subscribed event types, description, status or concurrency limit. Fields left blank are not changed.

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