Connect ServiceWorks and Terros

Both apps 40ServiceWorks 14Terros 26

• 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.

• Trigger
  List Calendar Events

  Triggers when a new calendar event appears in Terros.

• Trigger
  List Status Ids

  Triggers when a new disposition (account status) is added in Terros.

• Trigger
  List Tasks

  Triggers when a new task appears in Terros.

• Trigger
  List Workflow Action IDs

  Triggers when a new action is added to a Terros workflow.

• Trigger
  List Workflow IDs

  Triggers when a new workflow is added in Terros.

• Trigger
  List Workflow Stage IDs

  Triggers when a new stage is added to a Terros workflow.

• Trigger
  New Account

  Triggers when a new account is added in Terros.

• Trigger
  New User

  Triggers when a new user is added to your Terros company.

• Action
  Add meeting

  Creates a recurring team meeting in Terros with a schedule, reminders and optional check-in rules.

• Action
  Create/Update Account

  Creates a Terros account, or updates it when the account ID is given.

• Action
  Create User

  Adds a user to your Terros company.

• Action
  Delete Account

  Deletes an account (a homeowner or lead record) from Terros by its account ID.

• Action
  Delete Calendar Event

  Deletes a calendar event.

• Action
  Delete meeting

  Archives a meeting in Terros, or permanently deletes it when Archive is set to false.

• Action
  Delete task

  Removes one or more Terros tasks, archiving them by default or deleting them permanently.

• Action
  Delete User

  Removes a user from your Terros company.

• Action
  Find Account

  Finds a Terros account by account ID, external lead ID or source ID.

• Action
  Find User

  Finds users whose name or email matches the search text.

• Action
  Get task

  Returns a single Terros task by its ID, including its subject, status, owner and criteria.

• Action
  List Accounts

  Returns accounts, optionally filtered by user, workflow or search text.

• Action
  List Available Closers

  Lists closers and their open appointment times for a team or user.

• Action
  List Users

  Returns the users in your Terros company, optionally limited to one team.

• Action
  List Workflow IDs

  Returns the workflows you can see, with their IDs.

• Action
  Make Report

  Runs a KPI report for the chosen KPIs, grouped by user, team or another dimension.

• Action
  Update meeting

  Updates a Terros meeting, replacing its team, name, recurring schedule, reminders, check-in options, location and meeting link.

• Action
  Update User

  Updates a Terros user's name, email, phone or time zone.

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