ServiceBridge

Description

AIM AI can be configured to retrieve or update selected ServiceBridge records for a defined field-service call. Branches, customers, contacts, estimates, jobs, and financial access are confirmed before implementation.

Authentication

• A ServiceBridge login is required to obtain a session key.
• Exact company access, records, and approved actions are confirmed during workflow scoping.

Supported Actions (108)

These are the operations this integration can perform after the required credentials and permissions are approved.

• List Accounting Accounts
• Create Activity Note
• Delete Activity Note
• Get Activity Note
• List Assets
• Login
• Logout
• Create Branch
• Get Branch
• List Branches
• Get Company
• Delete Contact
• Get Contact
• List Contacts
• Update Contact
• Create Custom Field
• Get Custom Field
• List Custom Field Groups
• List Custom Fields
• Create Customer
• Create Customer Category
• Delete Customer
• Get Customer Bank Accounts
• Get Customer Payment Cards
• List Customers
• Update Customer
• Create Estimate
• Delete Estimate
• Get Estimate Document
• List Estimates
• Reopen Estimate
• Update Estimate
• Win Estimate
• Create Charge Type
• Create Inventory Group
• Create Product
• Create Service Item
• Delete Charge Type
• Delete Inventory Group
• Delete Inventory Item
• Delete Unit
• List Charge Types
• List Inventory
• List Inventory Groups
• List Units
• Update Charge Type
• Update Inventory Group
• Update Product
• Update Service Item
• Update Unit
• List Invoices
• Delete Job Category
• Get Job Category
• Get Job Template
• List Job Templates
• Update Job Category
• Create Lead
• List Leads
• Get Location
• List Location Contacts
• Update Location Contact
• Delete Marketing Campaign
• Delete Marketing Category
• Get Marketing Campaign
• List Marketing Campaigns
• List Marketing Categories
• Update Marketing Campaign
• Update Marketing Category
• Create Payment
• Delete Payment
• Get Payment
• List Payment Methods
• List Payments
• Get Personnel
• List Personnel
• List Sales Representatives
• Create Service Agreement
• Delete Service Agreement
• Get Service Agreement
• List Service Agreements
• Update Service Agreement
• Create Service Plan
• Delete Service Plan
• Get Service Plan
• List Service Plans
• Update Service Plan
• Get Company Statistics
• Get Invoice Statistics
• Get Job Statistics
• Get Payment Statistics
• Create Task
• List Tasks
• Update Task
• List Taxes
• Get Team
• List Teams
• List Terms
• Get Active Users History
• Create Work Order
• Delete Work Order
• Get Work Order
• Get Work Order Document
• Get Work Order Documents
• Get Work Order Photos
• Get Work Order Review
• List Work Order Reviews
• List Work Orders
• Update Work Order

Examples

Use these representative payloads as a technical starting point, then replace the sample values with the approved workflow data.

{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-login",
  "nodeParams": {
    "action": "login",
    "params": {
      "userId": "your-api-user-id",
      "password": "your-password"
    }
  }
}

{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-location-contact",
  "nodeParams": {
    "action": "delete_location_contact",
    "params": {
      "locationId": "789",
      "contactId": "456"
    }
  }
}

{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order-photos",
  "nodeParams": {
    "action": "get_work_order_photos",
    "params": {
      "workOrderId": "300"
    }
  }
}

{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-charge-type",
  "nodeParams": {
    "action": "update_charge_type",
    "params": {
      "chargeTypeId": "1000",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-marketing-campaigns",
  "nodeParams": {
    "action": "list_marketing_campaigns",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-lead",
  "nodeParams": {
    "action": "create_lead",
    "params": {
      "input": {
        "Name": "New Prospect",
        "PhoneNumber": "555-444-3333"
      }
    }
  }
}

{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-custom-fields",
  "nodeParams": {
    "action": "list_custom_fields",
    "params": {
      "page": 1,
      "pageSize": 50,
      "type": "Customer"
    }
  }
}

{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-active-users-history",
  "nodeParams": {
    "action": "get_active_users_history",
    "params": {
      "startDate": "2026-01-01",
      "endDate": "2026-01-31"
    }
  }
}