Requirements
Before you set up the credential, make sure you have an active ServiceMonster account and an API access token from your account settings ready.[3]
Get your ServiceMonster credentials
- UsernametextRequired
- PasswordpasswordRequired
Connect ServiceMonster in WEXTL
- Log in to your WEXTL account, add the ServiceMonster node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your ServiceMonster account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
ServiceMonster node modules
The list below is a reference of every ServiceMonster node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Each ServiceMonster node module below opens to reveal its input parameters, outputs, and connection requirements.
Watch EmployeesTrigger
Output fields[3]
| 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 |
Watch EventsTrigger
Output fields[3]
| Field | Type |
|---|---|
| User ID | number |
| Email address | |
| Name | text |
| Date created | date |
Watch JobsTrigger
Output fields[3]
| 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 |
Watch NotesTrigger
Output fields[3]
| Field | Type |
|---|---|
| Row number | number |
| Note ID | text |
| Time stamp | date |
Watch OrdersTrigger
Output fields[3]
| 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 |
12other output fields
Watch SitesTrigger
Output fields[3]
| 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 |
Watch TasksTrigger
Output fields[3]
| 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 |
Get a JobAction
Input fields[3]
| Field | Type |
|---|---|
Job IDRequired | choice |
Output fields[3]
| 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 |
Get a NoteAction
Get a SiteAction
Input fields[3]
| Field | Type |
|---|---|
Site IDRequired | choice |
Output fields[3]
| 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 |
Get a TaskAction
Get an EmployeeAction
Get an OrderAction
Input fields[3]
| Field | Type |
|---|---|
Order IDRequired | choice |
Output fields[3]
| 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 |
12other output fields
Get EmployeesSearch
Get JobsSearch
Input fields[3]
| Field | Type |
|---|---|
| Fields | choice |
| Limit | number |
Output fields[3]
| 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 |
Get NotesSearch
Get OrdersSearch
Input fields[3]
| Field | Type |
|---|---|
| Fields | choice |
| Limit | number |
Output fields[3]
| 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 |
12other output fields
Get TasksSearch
List SitesSearch
Input fields[3]
| Field | Type |
|---|---|
| Fields | choice |
| Limit | number |
Output fields[3]
| 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 |
Create a JobAction
Input fields[3]
| 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 |
Output fields[3]
| Field | Type |
|---|---|
| Record ID | text |
Create a NoteAction
Create a SiteAction
Input fields[3]
| 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 |
1other input field
Output fields[3]
| Field | Type |
|---|---|
| Record ID | text |
Create a TaskAction
Input fields[3]
| 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 |
Output fields[3]
| Field | Type |
|---|---|
| Record ID | text |
Create an EmployeeAction
Input fields[3]
| 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 |
| Phone 1 | text |
| Phone 1 Label | text |
| Phone 2 | text |
| Phone 2 Label | text |
3other input fields
Output fields[3]
| Field | Type |
|---|---|
| Record ID | text |
Create an OrderAction
Input fields[3]
| 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 |
Output fields[3]
| Field | Type |
|---|---|
| Record ID | text |
Delete a JobAction
Input fields[3]
| Field | Type |
|---|---|
Job IDRequired | choice |
Delete a SiteAction
Input fields[3]
| Field | Type |
|---|---|
Site IDRequired | choice |
Delete a TaskAction
Input fields[3]
| Field | Type |
|---|---|
Task IDRequired | choice |
Delete an EmployeeAction
Input fields[3]
| Field | Type |
|---|---|
Employee IDRequired | choice |
Delete an OrderAction
Input fields[3]
| Field | Type |
|---|---|
Order IDRequired | choice |
Make an API Calluniversal
Update a JobAction
Input fields[3]
| 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 |
Update a SiteAction
Input fields[3]
| 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 |
2other input fields
Update a TaskAction
Input fields[3]
| 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 |
Update an EmployeeAction
Input fields[3]
| 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 |
| Phone 1 | text |
| Phone 1 Label | text |
| Phone 2 | text |
4other input fields
Update an OrderAction
Input fields[3]
| 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 |
9other input fields
Templates
Look for ServiceMonster templates in the WEXTL template library.
Browse templates →Explore alternative apps
- BlueFolder[2]Field service management software for work orders, technicians, customers, and service history.
- ArcsiteMobile CAD and estimating for contractors — draw plans, takeoffs, and proposals on site.
- AroFloField service job management for trades — scheduling, quoting, invoicing, and crews.
- AspireField service management for landscaping — estimating, scheduling, production, and billing.
- AcculynxRoofing business management CRM for jobs, leads, estimates, and field production.
References
- WEXTL® ServiceMonster Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for ServiceMonster.
- WEXTL® visual workflow builder data.
Last updated: Jul 24, 2026 18:12