Connect Vision6 to ServiceTrade

Both apps 47Vision6 17ServiceTrade 30

• Trigger
  Contact Was Added

  Triggered when a contact is added to the chosen list.

• Trigger
  Contact Was Deactivated

  Triggered when a contact in the chosen list is deactivated.

• Trigger
  Contact Was Unsubscribed

  Triggered when a contact in the chosen list unsubscribes from email.

• Trigger
  Contact Was Updated

  Triggered when a contact in the chosen list is updated.

• Action
  Add a Contact

  Adds one or more contacts to a Vision6 list and returns how many were sent. Vision6 does not return the new contact IDs; use Find contacts by criteria to look them up.

• Action
  Add field

  Adds a new field to a Vision6 list and returns the new field's ID.

• Action
  Add list

  Creates a new contact list in a Vision6 folder.

• Action
  Deactivate a Contact

  Deactivates a contact in a Vision6 list so they no longer receive messages sent to that list.

• Action
  Delete a Contact

  Deletes a contact from a Vision6 list.

• Action
  Find contacts by criteria

  Returns the contacts in a list that match the search conditions you supply.

• Action
  Find messages by criteria

  Returns the email and SMS messages that match your search criteria, such as subject, name or folder.

• Action
  List lists

  Returns the contact lists in your Vision6 account, optionally filtered by search criteria and sorted.

• Action
  Reactivate a Contact

  Reactivates a previously deactivated contact in a Vision6 list so they receive messages again.

• Action
  Send transactional email

  Sends an email with the supplied subject and content to up to 100 recipients, adding or updating them as contacts on the chosen list.

• Action
  Subscribe a Contact

  Subscribes a single contact to a Vision6 list, triggering the list's subscribe campaigns and autoresponders, and returns the contact's ID.

• Action
  Unsubscribe a Contact

  Unsubscribes every contact with the given email address or mobile number from a list and adds them to the Unsubscriber List.

• Action
  Update a Contact

  Updates one or more existing contacts in a Vision6 list with new field values.

• 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.