ServiceTrade integration with Zendesk
How to Create Zendesk tickets for new ServiceTrade quotes
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Zendesk tickets for new ServiceTrade quotes" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate ServiceTrade integrations
ServiceTrade actions
Nekton can use any feature that is available in ServiceTrade API.
Using our advanced AI, you can easily create custom automations for ServiceTrade.
Here are some typical actions you can do in your automated workflows.
Add Attachment to Job
Add an attachment to a job.
Add Comment to Location
Adds a comment to an existing location.
Add Tag to Location
Adds a tag to an existing location.
Create Appointment
Creates an appointment.
Create Contact
Creates a contact.
Create Job
Creates a job.
About ServiceTrade
ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.