ServiceTrade + Salesforce Integrations, Built by an AI Agent
Put ServiceTrade + Salesforce to work with AI and enterprise-grade automation
Learn more about ServiceTrade integrations or talk to a human
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Workflows you can build between ServiceTrade and Salesforce
See the kind of workflows teams build with ServiceTrade and Salesforce below — describe the exact one you want above and the Agent builds it on demand.
ServiceTrade + Salesforce
When a new deficiency is created in ServiceTrade, open a case or record in Salesforce.
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Create CRM contacts from new bookings
When a customer makes a new booking in ServiceTrade, automatically create or update their contact record in Salesforce.
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Schedule sales calls for newly qualified leads
When a deal stage changes in Salesforce, automatically create a booking in ServiceTrade to block off time for a demonstration.
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Browse the full workflow library →
Looking to achieve something else with ServiceTrade and Salesforce?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for ServiceTrade and Salesforce
Everything ServiceTrade and Salesforce 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.
TriggersTriggers when a new attachment is created.
Triggers when a new clock event (clock-in or clock-out) is created.
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.)
Triggers when a new company is created.
Triggers when a new contact is created.
Triggers when a new deficiency is created.
Adds an asset to an existing location.
Add an attachment to a job.
Adds a comment to an existing job.
Adds a comment to an existing location.
Adds a tag to an existing entity.
Creates a new API request.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Other Scheduling & Booking apps on Knit
Explore more Scheduling & Booking integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
3veta
3veta is a communication platform designed for consultants and service providers to manage video meetings, scheduling, and payments.
Acuity Scheduling
Acuity Scheduling is an online appointment scheduling application that allows client-facing businesses to manage booking availability, intake forms, and payments.
Adventure Office
A business management software for outdoor tour operators that manages online reservations, activity scheduling, and customer bookings.
Agendize
Agendize is an online client management and appointment scheduling platform designed to streamline customer interactions and business booking workflows.
allGeo
A field service management platform providing automated workforce scheduling, time tracking, and location management tools.
Appointedd
Appointedd is an online booking and scheduling software that enables businesses to accept appointments and manage staff calendars.
Appointible
Appointible is an online appointment scheduling software that helps service-based businesses manage bookings, staff schedules, and client text reminders.
Appointlet
Appointlet is an online scheduling software that enables businesses to accept client appointments directly into their digital calendars.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about ServiceTrade + Salesforce
Is there a pre-built ServiceTrade + Salesforce automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ServiceTrade and Salesforce's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ServiceTrade or Salesforce connector?
No. The Agent works whether or not ServiceTrade or Salesforce 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 Salesforce 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 Salesforce.
Can booking changes automatically update my pipeline in Salesforce?
Yes, when meetings are booked or updated in ServiceTrade, relevant deal stages or activity logs in Salesforce update instantly.