Create CRM contacts from new bookings

When a customer makes a new booking in ServiceTrade, automatically create or update their contact record in Ecotrak.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Ecotrak Explore Ecotrak →

Triggers

New lease

Fires when a lease is created, starts or ends in Ecotrak.

New listing

Fires when a new property listing is added in Ecotrak.

New booking or transaction

Fires when a reservation, offer or transaction is created in Ecotrak.

Inspection updated

Fires when an inspection is scheduled, closed or cancelled in Ecotrak.

Actions

Create client or tenant

Adds a client, tenant or prospect in Ecotrak.

Create or update listing

Creates or updates a property listing in Ecotrak.

Create work order

Creates a maintenance task or work order in Ecotrak.

ServiceTrade Explore ServiceTrade →

Triggers

New booking made

Fires when a new booking or appointment is made in ServiceTrade.

Booking rescheduled or canceled

Fires when a booking in ServiceTrade is changed or canceled.

New customer

Fires when a new customer books for the first time in ServiceTrade.

Actions

Create a booking

Creates a new booking or appointment in ServiceTrade.

Cancel or reschedule a booking

Cancels or moves a booking in ServiceTrade.

Create or update a customer

Creates or updates a customer record in ServiceTrade.

Add the booking to a calendar

Adds a booking from ServiceTrade to a connected calendar.

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

Log booking cancellations directly in CRM When a booking is rescheduled or canceled in ServiceTrade, automatically update the deal stage or log an activity in Ecotrak. See details

See all Ecotrak + ServiceTrade integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create CRM contacts from new bookings” between Ecotrak and ServiceTrade?

Yes — describe it in the box above and Knit's Integrations Agent researches Ecotrak and ServiceTrade's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to 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.