Broadly ServiceTrade

Broadly + ServiceTrade Integrations, Built by an AI Agent

Put Broadly + ServiceTrade to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Broadly and ServiceTrade below — describe the exact one you want above and the Agent builds it on demand.

Create CRM contacts from new bookings When a customer makes a new booking in ServiceTrade, automatically create or update their contact record in Broadly. See details
Schedule sales calls for newly qualified leads When a deal stage changes in Broadly, automatically create a booking in ServiceTrade to block off time for a demonstration. See details

Browse the full workflow library →

Looking to achieve something else with Broadly and ServiceTrade?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Broadly and ServiceTrade

Everything Broadly and ServiceTrade can do inside a workflow — the triggers that start one and the actions that run when it fires.

Broadly Explore Broadly →

Broadly is a customer engagement tool that helps local businesses generate online reviews, capture leads, and process payments.

Triggers
Setup Business App as Trigger

This is a guide to help you set up Business App as the Trigger application in your Zapier workflows.

Actions
Create or Update CRM Activity

Create a new log activity in the CRM.

Run Automation

Run any automation that uses a manual or API trigger

Legacy Create Customer & Transaction

Creates a new customer and review eligible transaction activity

Create or Update Company

Creates or Updates a company. Also used to return values for an existing record.

Create or Update Contact

Creates or Updates a contact. Also used to return values for an existing record.

ServiceTrade Explore ServiceTrade →

ServiceTrade is a commercial service management platform providing job scheduling, dispatching, and field inspection workflows for contractors.

Triggers
New Attachment

Triggers when a new attachment is created.

New Clock Event

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

New Comment

Triggers when a new comment is added to an asset, company, deficiency, invoice, job, location, or quote. (Note: The trigger test will only check for job comments.)

New Company

Triggers when a new company is created.

New Contact

Triggers when a new contact is created.

New Deficiency

Triggers when a new deficiency is created.

Actions
Add Asset to Location

Adds an asset to an existing location.

Add Attachment to Job

Add an attachment to a job.

Add Comment to Job

Adds a comment to an existing job.

Add Comment to Location

Adds a comment to an existing location.

Add Tag

Adds a tag to an existing entity.

Create API Request

Creates a new API request.

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Customer Stories

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Huynh H
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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Broadly + ServiceTrade

Is there a pre-built Broadly + ServiceTrade automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Broadly and ServiceTrade's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Broadly or ServiceTrade connector?

No. The Agent works whether or not Broadly or ServiceTrade already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Broadly and ServiceTrade keep contact information synchronized?

When a new appointment is booked in ServiceTrade, customer details automatically sync to create or update lead records inside Broadly.

Can booking changes automatically update my pipeline in Broadly?

Yes, when meetings are booked or updated in ServiceTrade, relevant deal stages or activity logs in Broadly update instantly.

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