About this integration
Field service management for scheduling jobs, sites, and mobile crews. This integration exposes its full API as workflow modules.
The integration includes 7 triggers, 12 search modules and 17 actions. Connections use basic authentication. Webhook-based triggers fire instantly without polling.
How to connect
The credential form asks for Username and Password.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
To create an API Key, go to Account > Settings > API Users > Create API User, select a role (usually Admin), click Submit, and save the credentials.
| Field | Type | Help |
|---|---|---|
UsernameRequired | text | — |
PasswordRequired | password | — |
Use it in workflow automation
Start with Watch Employees, then add Create a Job.
The canvas below runs Watch Employees into Create a Job — watch the video, then drop a node onto the canvas.
Select the Watch Employees trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Delete an Employee as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 24 ready-made modules for project management work — each run logs its inputs and outputs for debugging.
ServiceMonster workflow on the canvas: Watch Employees then Delete an Employee
Triggers, searches and actions
Browse every ServiceMonster module field below: 7 triggers, 12 searchs, and 17 actions you can drop onto the canvas.
Triggers
This integration includes 7 triggers — start a workflow the moment something changes in the app.
- Watch Employees
- Watch Events
- Watch Jobs
- Watch Notes
- Watch Orders
Searches
Use any of 12 search modules to retrieve records without leaving the workflow canvas.
- Get a Job
- Get an Employee
- Get an Order
- Get a Note
- Get a Site
Actions
This integration includes 17 action modules — create, update, or delete records as part of any workflow.
- Create a Job
- Create an Employee
- Create an Order
- Create a Note
- Create a Site
Explore the fields available for each ServiceMonster trigger, search, and action.
Triggers
| Field | Type |
|---|---|
Row number | number |
Employee ID | text |
Company ID | text |
Title | text |
Active | boolean |
Hidden | boolean |
Is technician | boolean |
Is corporate | boolean |
Is sales rep | boolean |
First name | text |
Last name | text |
Asp user name | text |
| Field | Type |
|---|---|
User ID | number |
Email address | |
Name | text |
Date created | date |
| Field | Type |
|---|---|
Row number | number |
Job ID | text |
Account ID | text |
Actual date time end | text |
Actual date time start | text |
Company ID | text |
Route ID | text |
Est date time end | date |
Est date time start | date |
Job status | text |
Job type | text |
Note | text |
Order ID | text |
Time stamp | date |
User name | text |
On waitlist | boolean |
Techs | text |
| Field | Type |
|---|---|
Row number | number |
Note ID | text |
Time stamp | date |
| Field | Type |
|---|---|
Row number | number |
Order ID | text |
Account ID | text |
Account name | text |
Address 2 | text |
Company ID | text |
Correction | number |
Created by | text |
Created on | date |
Date created | date |
Discount percent | number |
Balance due | number |
Flag for review | boolean |
Grand total | number |
Tip collected | number |
Order number | number |
Order type | text |
Original type | text |
Post to accounting | boolean |
Print style ID | text |
| Field | Type |
|---|---|
Row number | number |
Site ID | text |
Account ID | text |
Active | boolean |
Address 2 | text |
Company ID | text |
Country | text |
County | text |
Is default | boolean |
Latitude | number |
Longitude | number |
Name | text |
Primary contact ID | text |
Tax exempt | boolean |
Tax ID | text |
Time stamp | date |
User name | text |
| Field | Type |
|---|---|
Row number | number |
Activity ID | text |
Activity date time | date |
Activity type | text |
Company ID | text |
Due date | date |
Show on schedule | boolean |
Status | text |
Subject | text |
Time stamp | date |
User name | text |
Searches
| Field | Type |
|---|---|
Job IDRequired | choice |
| Field | Type |
|---|---|
Row number | number |
Job ID | text |
Account ID | text |
Actual date time end | text |
Actual date time start | text |
Company ID | text |
Route ID | text |
Est date time end | date |
Est date time start | date |
Job status | text |
Job type | text |
Note | text |
Order ID | text |
Time stamp | date |
User name | text |
On waitlist | boolean |
Techs | text |
| Field | Type |
|---|---|
Employee IDRequired | choice |
| Field | Type |
|---|---|
Row number | number |
Employee ID | text |
Company ID | text |
Title | text |
Active | boolean |
Hidden | boolean |
Is technician | boolean |
Is corporate | boolean |
Is sales rep | boolean |
First name | text |
Last name | text |
Asp user name | text |
| Field | Type |
|---|---|
Order IDRequired | choice |
| Field | Type |
|---|---|
Row number | number |
Order ID | text |
Account ID | text |
Account name | text |
Address 2 | text |
Company ID | text |
Correction | number |
Created by | text |
Created on | date |
Date created | date |
Discount percent | number |
Balance due | number |
Flag for review | boolean |
Grand total | number |
Tip collected | number |
Order number | number |
Order type | text |
Original type | text |
Post to accounting | boolean |
Print style ID | text |
| Field | Type |
|---|---|
Note IDRequired | choice |
| Field | Type |
|---|---|
Row number | number |
Note ID | text |
Time stamp | date |
| Field | Type |
|---|---|
Site IDRequired | choice |
| Field | Type |
|---|---|
Row number | number |
Site ID | text |
Account ID | text |
Active | boolean |
Address 2 | text |
Company ID | text |
Country | text |
County | text |
Is default | boolean |
Latitude | number |
Longitude | number |
Name | text |
Primary contact ID | text |
Tax exempt | boolean |
Tax ID | text |
Time stamp | date |
User name | text |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
Row number | number |
Activity ID | text |
Activity date time | date |
Activity type | text |
Company ID | text |
Due date | date |
Show on schedule | boolean |
Status | text |
Subject | text |
Time stamp | date |
User name | text |
| Field | Type |
|---|---|
Fields | choice |
Limit | number |
| Field | Type |
|---|---|
Row number | number |
Employee ID | text |
Company ID | text |
Title | text |
Active | boolean |
Hidden | boolean |
Is technician | boolean |
Is corporate | boolean |
Is sales rep | boolean |
First name | text |
Last name | text |
Asp user name | text |
| Field | Type |
|---|---|
Fields | choice |
Limit | number |
| Field | Type |
|---|---|
Row number | number |
Job ID | text |
Account ID | text |
Actual date time end | text |
Actual date time start | text |
Company ID | text |
Route ID | text |
Est date time end | text |
Est date time start | text |
Job status | text |
Job type | text |
Note | text |
Order ID | text |
Time stamp | date |
User name | text |
On waitlist | boolean |
Techs | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Row number | number |
Note ID | text |
Time stamp | date |
| Field | Type |
|---|---|
Fields | choice |
Limit | number |
| Field | Type |
|---|---|
Row number | number |
Order ID | text |
Account ID | text |
Account name | text |
Address 2 | text |
Company ID | text |
Correction | number |
Created by | text |
Created on | date |
Date created | date |
Discount percent | number |
Balance due | number |
Flag for review | boolean |
Grand total | number |
Tip collected | number |
Order number | number |
Order type | text |
Original type | text |
Post to accounting | boolean |
Print style ID | text |
| Field | Type |
|---|---|
Fields | choice |
Limit | number |
| Field | Type |
|---|---|
Row number | number |
Activity ID | text |
Activity date time | date |
Activity type | text |
Company ID | text |
Due date | date |
Show on schedule | boolean |
Status | text |
Subject | text |
Time stamp | date |
User name | text |
| Field | Type |
|---|---|
Fields | choice |
Limit | number |
| Field | Type |
|---|---|
Row number | number |
Site ID | text |
Account ID | text |
Active | boolean |
Address 2 | text |
Company ID | text |
Country | text |
County | text |
Is default | boolean |
Latitude | number |
Longitude | number |
Name | text |
Primary contact ID | text |
Tax exempt | boolean |
Tax ID | text |
Time stamp | date |
User name | text |
Actions
| Field | Type |
|---|---|
Account IDRequired | choice |
Route IDRequired | choice |
Estimated Date Time EndRequired | date |
Estimated Date Time StartRequired | date |
Order IDRequired | choice |
Actual Date Time End | date |
Actual Date Time Start | date |
Color Override | text |
Job Status | text |
Job Type | text |
Note | text |
| Field | Type |
|---|---|
Record ID | text |
| Field | Type |
|---|---|
First NameRequired | text |
Last NameRequired | text |
Title | text |
Date of Hire | date |
Active | boolean |
Hidden | boolean |
Is Technician | boolean |
Is Corporate | boolean |
Is Sales Rep | boolean |
Address Line 1 | text |
Address Line 2 | text |
City | text |
State | text |
Zip Code | text |
Country | text |
Email | |
Phone 1 | text |
Phone 1 Label | text |
Phone 2 | text |
Phone 2 Label | text |
| Field | Type |
|---|---|
Record ID | text |
| Field | Type |
|---|---|
SubjectRequired | text |
Account ID | choice |
Activity Category | text |
Activity Date and Time | date |
Activity Sub Type | text |
Activity Type | text |
Completion Date | date |
Due Date | date |
End Date and Time | date |
Note | text |
Owner Name | text |
Priority | text |
Resource ID | text |
Show On Schedule | boolean |
Start Date and Time | date |
Status | text |
| Field | Type |
|---|---|
Record ID | text |
| Field | Type |
|---|---|
SubjectRequired | text |
Account ID | choice |
Order ID | choice |
Site ID | choice |
Note | text |
Show On Schedule | boolean |
| Field | Type |
|---|---|
Record ID | text |
| Field | Type |
|---|---|
Account IDRequired | choice |
NameRequired | text |
Active | boolean |
Is Default | boolean |
Tax Exempt | boolean |
Address 1 | text |
Address 2 | text |
City | text |
Company ID | text |
Country | text |
County | text |
Courier Route | text |
External Ref ID | text |
Latitude | number |
Longitude | number |
Note | text |
Primary Contact ID | text |
Reference | text |
State | text |
Tax ID | text |
| Field | Type |
|---|---|
Record ID | text |
| Field | Type |
|---|---|
SubjectRequired | text |
Account ID | choice |
Activity Category | text |
Activity Date and Time | date |
Activity Sub Type | text |
Activity Type | text |
Completion Date | date |
Due Date | date |
End Date and Time | date |
Note | text |
Owner Name | text |
Priority | text |
Resource ID | text |
Show On Schedule | boolean |
Start Date and Time | date |
Status | text |
| Field | Type |
|---|---|
Record ID | text |
| Field | Type |
|---|---|
Job IDRequired | choice |
| Field | Type |
|---|---|
Employee IDRequired | choice |
| Field | Type |
|---|---|
Order IDRequired | choice |
| Field | Type |
|---|---|
Site IDRequired | choice |
| Field | Type |
|---|---|
Task IDRequired | choice |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
Job IDRequired | choice |
Account ID | choice |
Route ID | choice |
Estimated Date Time End | date |
Estimated Date Time Start | date |
Order ID | choice |
Actual Date Time End | date |
Actual Date Time Start | date |
Color Override | text |
Job Status | text |
Job Type | text |
Note | text |
| Field | Type |
|---|---|
Employee IDRequired | choice |
First Name | text |
Last Name | text |
Title | text |
Date of Hire | date |
Active | boolean |
Hidden | boolean |
Is Technician | boolean |
Is Corporate | boolean |
Is Sales Rep | boolean |
Address Line 1 | text |
Address Line 2 | text |
City | text |
State | text |
Zip Code | text |
Country | text |
Email | |
Phone 1 | text |
Phone 1 Label | text |
Phone 2 | text |
| Field | Type |
|---|---|
Order IDRequired | choice |
Account ID | choice |
Site ID | choice |
Due Date | date |
Action Item | text |
Company ID | text |
Lead Source ID | choice |
Correction | number |
Date Completed | date |
Date Created | date |
Date of Loss | date |
Date Posted | date |
Discount Percent | number |
External Reference ID | text |
Flag For Review | boolean |
Grand Total | number |
Group | text |
Line Items | array |
Note | text |
Order Number | number |
| Field | Type |
|---|---|
Site IDRequired | choice |
Account IDRequired | choice |
Name | text |
Active | boolean |
Is Default | boolean |
Tax Exempt | boolean |
Address 1 | text |
Address 2 | text |
City | text |
Company ID | text |
Country | text |
County | text |
Courier Route | text |
External Ref ID | text |
Latitude | number |
Longitude | number |
Note | text |
Primary Contact ID | text |
Reference | text |
State | text |
| Field | Type |
|---|---|
Task IDRequired | choice |
SubjectRequired | text |
Account ID | choice |
Activity Category | text |
Activity Date and Time | date |
Activity Sub Type | text |
Activity Type | text |
Completion Date | date |
Due Date | date |
End Date and Time | date |
Note | text |
Owner Name | text |
Priority | text |
Resource ID | text |
Show On Schedule | boolean |
Start Date and Time | date |
Status | text |

