Connect AgentX and servicetrade to Build Intelligent Automations

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AgentX

When this happens...

Choose an Action

servicetrade

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Enable Integrations or automations with these events of AgentX and servicetrade

Enable Integrations or automations with these events of AgentX and servicetrade

Triggers

New conversation arrives

New conversation arrives

Start a workflow for each new conversation received by the selected AgentX agent.

Get recent messages

Get recent messages

Retrieves messages from the selected conversation posted in the last few minutes.

Get recent agents

Get recent agents

Returns agents created within the selected time window, newest first.

Fetch recent agent messages

Fetch recent agent messages

Retrieve the agent's messages from the selected conversation that were sent recently.

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Actions

Start a conversation

Start a conversation

Create a new chat with the selected agent so you can send messages and get responses.

Send message to agent

Send message to agent

Start a conversation with the selected agent and send your initial message.

Send a message

Send a message

Send a message from the chosen Agent into an existing conversation so the Agent can reply.

Request a new Action for AgentX

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Frequently Asked Questions

How do I start an integration between AgentX and servicetrade?

To start, connect both your AgentX and servicetrade accounts to viaSocket. Once connected, you can set up a workflow where an event in AgentX triggers actions in servicetrade (or vice versa).

Can we customize how data from AgentX is recorded in servicetrade?

Absolutely. You can customize how AgentX data is recorded in servicetrade. This includes choosing which data fields go into which fields of servicetrade, setting up custom formats, and filtering out unwanted information.

How often does the data sync between AgentX and servicetrade?

The data sync between AgentX and servicetrade typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from AgentX to servicetrade?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between AgentX and servicetrade?

Yes, you can set conditional logic to control the flow of data between AgentX and servicetrade. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

AgentX

About AgentX

AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.

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servicetrade

About servicetrade

ServiceTrade is a customer service and sales application for commercial service contractors. Convert more of your contract work into repair revenue. Educate customers about the work you did for them with media-rich online service reports. Manage your service operations and connect your customer service data with other business applications.

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