Integrate ServiceTrade with Retently

Trigger NPS/CSAT surveys after service completion or customer support interactions, sync customer service history and contact details with Retently, and utilize feedback scores to improve service operations and customer satisfaction strategies.

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About ServiceTrade

ServiceTrade is a customer service and sales application designed for commercial service contractors, facilitating the management of service operations and customer service data integration with other applications.

ServiceTrade logoRetently

ServiceTrade to Retently

1

New Attachment

Triggers when a new attachment is created.
2

New Company

Triggers when a new company is created.
3

New Deficiency

Triggers when a new deficiency is created.
4

New Job

Triggers when a new job is created.
5

New Location

Triggers when a new location is created.
6

Updated Appointment

Triggers when an existing appointment is updated or a new appointment is created.
7

Updated Contact

Triggers when an existing contact is updated.
8

Updated Invoice

Triggers when an existing invoice is updated or a new invoice is created.
9

Updated Location

Triggers when an existing location is updated.
10

New Clock Event

Triggers when a new clock event (clock-in or clock-out) is created.
11

New Contact

Triggers when a new contact is created.
12

New Invoice

Triggers when a new invoice is created.
13

New Job Comment

Triggers when a new comment is added to a job.
14

New Quote

Triggers when a new quote is created.
15

Updated Company

Triggers when an existing company is updated.
16

Updated Deficiency

Triggers when an existing deficiency is updated.
17

Updated Job

Triggers when an existing job is updated.
18

Updated Quote

Triggers when an existing quote is updated.
RetentlyServiceTrade logo

Retently to ServiceTrade

1

Add Asset to Location

Adds an asset to an existing location.
2

Add Comment to Job

Adds a comment to an existing job.
3

Add Tag

Adds a tag to an existing entity.
4

Create Appointment

Creates an appointment.
5

Create Company

Creates a new company.
6

Create Invoice

Creates a new invoice.
7

Create Job Item

Creates a new Job Item on a Job.
8

Create Quote

Creates a quote.
9

Update Appointment

Updates an existing appointment based on a provided appointment.
10

Update Contact

Updates a contact.
11

Update Job Item

Updates an existing Job Item.
12

Find Asset by Search

Finds an asset by a search term.
13

Find Company by External ID

Finds a company by an external system and ID.
14

Find Contract by Name

Finds a contract by a name search.
15

Find Job by Job ID

Finds an existing job by Job ID.
16

Find Location

Finds an existing customer location.
17

Find Quote by Quote Number

Finds a quote by its quote number.
18

Find or Create Customer Company by External ID

Finds or creates a customer company by external ID.
19

Find or Create Customer Location

Finds or creates a customer location.
20

Add Attachment to Job

Adds an attachment to a job.
21

Add Comment to Location

Adds a comment to an existing location.
22

Create API Request

Creates a new API request.
23

Upload File to Bulk Import

Uploads a file for bulk import.
24

Create Contact

Creates a contact.
25

Create Job

Creates a job.
26

Create Location

Creates a new location.
27

Remove Tag

Removes a tag from an existing entity.
28

Update Company

Updates an existing company.
29

Update Invoice

Updates an invoice.
30

Update Location

Updates an existing location.
31

Find Company

Finds an existing customer company.
32

Find Contact

Finds an existing contact.
33

Find Deficiency by Deficiency Number

Finds a deficiency by its deficiency number.
34

Find Job by Job Number

Finds a job by its job number.
35

Find Location by External ID

Finds a location by an external system and ID.
36

Find or Create Customer Company

Finds or creates a customer company.
37

Find or Create Contact

Finds or creates a contact.
38

Find or Create Customer Location by External ID

Finds or creates a customer location by external ID.

Related blog posts

19 Great Customer Service Tips To Improve Your Customer Satisfaction

Customer satisfaction has a massive impact on your business’ success. A...

Greg RaileanuGreg RaileanuJan 4, 202419 min read
19 Great Customer Service Tips To Improve Your Customer Satisfaction

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