Ecotrak ServiceTrade

Ecotrak + ServiceTrade Integrations, Built by an AI Agent

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

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

Ecotrak + ServiceTrade When a new work order is logged in Ecotrak, create a service job record in ServiceTrade. See details
Create CRM contacts from new bookings When a customer makes a new booking in ServiceTrade, automatically create or update their contact record in Ecotrak. See details
Schedule sales calls for newly qualified leads When a deal stage changes in Ecotrak, 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 Ecotrak 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 Ecotrak and ServiceTrade

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

Ecotrak Explore Ecotrak →

Ecotrak is a facilities management platform that helps businesses track asset repairs, work orders, contractors, and maintenance invoices.

Triggers
New Work Order

Triggers when a new work order is created.

Actions
Approve or Reject Invoice

Approve or reject an invoice (Customer only).

Submit Invoice - Not Required

Create an invoice as Not Required (Customer or Service Provider).

Create Invoice PM

Create an invoice for a Preventative Maintenance (PM) work order (Service Provider only).

Update Work Order (Customer)

Allows a Customer to mark a work order CANCELLED or NOT_FIXED.

Record Invoice Payment

Submit a payment for an invoice (Customer only).

Update Work Order (Service Provider)

Allows a Service Provider to update status and/or ETA on a work order, failing the Zap on error with the API message.

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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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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Product Lead, RazorpayXPayroll
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GM, Payoneer Workforce Management

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FAQ

Common questions about Ecotrak + ServiceTrade

Is there a pre-built Ecotrak + ServiceTrade automation?

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

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

No. The Agent works whether or not Ecotrak 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 Ecotrak 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 Ecotrak.

Can booking changes automatically update my pipeline in Ecotrak?

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

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