All integrations

Connect First AI Employee to ServiceTrade.

Industry software1 routeRoute facts checked August 28, 2026

This page shows every cataloged route for this app and marks the most capable working path. The recommended route works through automation you configure and own.

You authorize and keep control of the provider account. No page view means an account is connected.

Customer-owned Zapier workflow

A First AI Employee New Lead trigger can find a contact by phone and create one when no match exists. The Zap can continue only when the caller supplies a name and phone number. You choose the ServiceTrade contact type during setup. The workflow does not create a job, appointment, or invoice.

Every available route

More than one route is shown when it adds a real capability or gives you a customer-owned alternative. Recommended means most capable today, not already connected.

Zapier

Customer-owned Zapier workflow

Customer setup required

Recommended route

What it does

A First AI Employee New Lead trigger can find a contact by phone and create one when no match exists.

Before you start

The Zap can continue only when the caller supplies a name and phone number. You choose the ServiceTrade contact type during setup. The workflow does not create a job, appointment, or invoice.

What it does not do

The Zap can continue only when the caller supplies a name and phone number. You choose the ServiceTrade contact type during setup. The workflow does not create a job, appointment, or invoice.

Set it up
  1. Install First AI Employee in Zapier.
  2. Choose New Lead, then ServiceTrade Find Contact, and turn on Create ServiceTrade Contact if it does not exist.
  3. Choose your contact type, test the mapping, and turn on the Zap.
Provider documentation (opens in a new tab)

Set it up: Customer-owned Zapier workflow

The Zap can continue only when the caller supplies a name and phone number. You choose the ServiceTrade contact type during setup. The workflow does not create a job, appointment, or invoice.

01

Install First AI Employee in Zapier.

02

Choose New Lead, then ServiceTrade Find Contact, and turn on Create ServiceTrade Contact if it does not exist.

03

Choose your contact type, test the mapping, and turn on the Zap.

Verify the complete result

Use synthetic data, confirm the downstream record once, and only then activate the workflow.

Account ownership and data boundaries

The route sends only the event fields needed for the action you configure. Provider credentials stay in the approved connection or are sealed by First AI Employee where the guide explicitly says so.

  • Your provider and automation accounts remain yours.
  • A successful transport test is not the same as a verified provider write.
  • The pages never claim a native or two-way sync unless that exact capability exists.

Ready to connect it?

Use the dashboard to authorize your account, select the customer-owned destination, and test the complete downstream result.

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