ServiceTrade Microsoft Office 365

ServiceTrade + Microsoft Office 365 Integrations, Built by an AI Agent

Put ServiceTrade + Microsoft Office 365 to work with AI and enterprise-grade automation

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See the kind of workflows teams build with ServiceTrade and Microsoft Office 365 below — describe the exact one you want above and the Agent builds it on demand.

ServiceTrade + Microsoft Office 365 When a new comment is posted in ServiceTrade, send an email via Microsoft Office 365. See details
Send confirmation emails for new bookings When a customer creates a new booking in ServiceTrade, automatically send a personalized confirmation email through Microsoft Office 365. See details
Draft follow-ups when appointments are canceled When a booking is rescheduled or canceled in ServiceTrade, automatically generate a follow-up draft in Microsoft Office 365 to offer replacement times. See details

Browse the full workflow library →

Looking to achieve something else with ServiceTrade and Microsoft Office 365?

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

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Triggers & actions for ServiceTrade and Microsoft Office 365

Everything ServiceTrade and Microsoft Office 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.

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.

Microsoft Office 365 Explore Microsoft Office 365 →

Microsoft Office 365 is a cloud-based productivity suite providing access to email, document creation, cloud storage, and enterprise collaboration applications.

Triggers
Calendar Event Start

Triggers at a specified time before an event in your calendar starts.

New Attachment

Triggers when there is a new attachment.

New Calendar Event

Triggers when a new event is created in your calendar.

New Contact

Triggers when a new contact is added to your account

New Email

Triggers when a new e-mail is received in your inbox.

New Email Matching Search

Triggers when a new e-mail is received in your inbox that matches a search.

Actions
Add Attendees to Calendar Event

Adds attendees to a calendar event.

Set Categories on an Email

Sets the categories applied to an email.

Add User to Distribution List

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Copy Email

Create a copy of an email in another folder.

Create Event

Create an event in the calendar of your choice.

Create Contact

Creates a new contact.

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Customer Stories

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Huynh H
Developer, Multiplier
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 ServiceTrade + Microsoft Office 365

Is there a pre-built ServiceTrade + Microsoft Office 365 automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ServiceTrade and Microsoft Office 365's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built ServiceTrade or Microsoft Office 365 connector?

No. The Agent works whether or not ServiceTrade or Microsoft Office 365 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 does linking Microsoft Office 365 and ServiceTrade help manage appointment communications?

It automatically dispatches confirmation emails or updates internal mail folders in Microsoft Office 365 whenever clients make, change, or cancel bookings in ServiceTrade.

Can incoming emails in Microsoft Office 365 alter appointments in ServiceTrade?

Yes, specific emails received in Microsoft Office 365 can automatically create or adjust client records and calendar bookings in ServiceTrade.

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