Connect ServiceWorks to Wicked Reports

Both apps 30ServiceWorks 14Wicked Reports 16

• 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 Marketing Cost

  Sends ad spend, clicks and conversions from an ad platform Wicked Reports does not integrate with, so cost is included in ROI reports.

• Action
  Create Contact

  Sends a contact (lead) from your CRM or email platform into Wicked Reports for attribution. Contacts already present by email are ignored.

• Action
  Create Order

  Sends an order from your cart or payment system into Wicked Reports so revenue is attributed to marketing.

• Action
  Create Order Item

  Adds a line item (product, quantity, unit price) to an order already sent to Wicked Reports.

• Action
  Create Order Payment

  Records a payment, failure or refund against an order in Wicked Reports.

• Action
  Create or Update Product

  Creates a product in Wicked Reports, or updates it if one with the same ID already exists.

• Action
  Get Export Results

  Returns one page of records (contacts, clicks or orders) for a result ID from any Request ... Export or Lookup operation, and whether more pages remain.

• Action
  Get Last Updated Date

  Returns the date your Wicked Reports reports are up to.

• Action
  List Saved Views

  Returns the report views saved in your Wicked Reports dashboard, with their IDs and names.

• Action
  Request Clicks Export

  Starts an export of clicks tied to contacts in a date range and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Clicks Export

  Starts an export of one contact's raw clicks and returns a result ID; pass it to Get Export Results to read the clicks.

• Action
  Request Contact Lookup

  Starts a lookup of one contact by Wicked Reports ID, your source-system ID or email, and returns a result ID; pass it to Get Export Results to read the contact.

• Action
  Request Contact Orders Export

  Starts an export of one contact's orders in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Request Contacts Export

  Starts an export of all contacts created in a date range and returns a result ID; pass it to Get Export Results to read the contacts.

• Action
  Request Orders Export

  Starts an export of orders (with attribution, products and payments) in a date range and returns a result ID; pass it to Get Export Results to read the orders.

• Action
  Track a Click

  Sends a click or conversion event you tracked yourself (lead, meeting, webinar, last click on an order, etc.) into Wicked Reports.

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