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Documentation Index

Fetch the complete documentation index at: https://docs.plura.ai/llms.txt

Use this file to discover all available pages before exploring further.

Overview

Field-service operations, estimates, and work orders in ServiceBridge. Call actions with automationType, action, and params from any workflow node that supports automations.

Authentication

  • ServiceBridge Login action returns a session key used by subsequent requests.

Available Actions

Click any action to jump to its example payload. Accounting Activity-Notes Assets Authentication Branches Companies Contacts Custom-Fields Customers Estimates Inventory Invoices Jobs Leads Locations Marketing Payments Personnel Sales Service-Agreements Service-Plans Statistics Tasks Taxes Teams Terms Users Work-Orders

Examples

Example 1: ServiceBridge - Login to ServiceBridge

Authenticate and obtain a session key
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-login",
  "nodeParams": {
    "action": "login",
    "params": {
      "userId": "your-api-user-id",
      "password": "your-password"
    }
  }
}

Example 2: ServiceBridge - Logout from ServiceBridge

Invalidate the current session
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-logout",
  "nodeParams": {
    "action": "logout",
    "params": {}
  }
}

Example 3: ServiceBridge - List Customers

Get a paginated list of customers
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-customers",
  "nodeParams": {
    "action": "list_customers",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 4: ServiceBridge - Get Customer by ID

Retrieve a specific customer
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-customer",
  "nodeParams": {
    "action": "get_customer",
    "params": {
      "customerId": "123"
    }
  }
}

Example 5: ServiceBridge - Create Customer

Create a new customer (lead)
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-customer",
  "nodeParams": {
    "action": "create_customer",
    "params": {
      "input": {
        "DisplayName": "John Doe",
        "CustomerType": "Residential",
        "DefaultServiceLocation": {
          "LocationName": "Home",
          "PrimaryContact": {
            "FirstName": "John",
            "LastName": "Doe",
            "PhoneNumber": "555-123-4567",
            "Email": "john@example.com"
          },
          "AddressLine1": "123 Main St",
          "City": "Columbus",
          "State": "OH",
          "PostalCode": "43215"
        }
      }
    }
  }
}

Example 6: ServiceBridge - Update Customer

Update an existing customer (sparse update)
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-customer",
  "nodeParams": {
    "action": "update_customer",
    "params": {
      "customerId": "123",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "DisplayName": "John Doe Updated",
        "UpdateDisplayName": true
      }
    }
  }
}

Example 7: ServiceBridge - Delete Customer

Delete a customer
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-customer",
  "nodeParams": {
    "action": "delete_customer",
    "params": {
      "customerId": "123"
    }
  }
}

Example 8: ServiceBridge - Activate Customer

Mark a customer as active
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-make-customer-active",
  "nodeParams": {
    "action": "make_customer_active",
    "params": {
      "customerId": "123"
    }
  }
}

Example 9: ServiceBridge - Get Customer Bank Accounts

Get saved bank accounts for a customer
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-customer-payment-bank-accounts",
  "nodeParams": {
    "action": "get_customer_payment_bank_accounts",
    "params": {
      "customerId": "123"
    }
  }
}

Example 10: ServiceBridge - Get Customer Payment Cards

Get saved payment cards for a customer
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-customer-payment-cards",
  "nodeParams": {
    "action": "get_customer_payment_cards",
    "params": {
      "customerId": "123"
    }
  }
}

Example 11: ServiceBridge - Create Customer Category

Create a new customer category
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-customer-category",
  "nodeParams": {
    "action": "create_customer_category",
    "params": {
      "input": {
        "Name": "VIP Customers"
      }
    }
  }
}

Example 12: ServiceBridge - List Contacts

Get contacts for a customer
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-contacts",
  "nodeParams": {
    "action": "list_contacts",
    "params": {
      "customerId": "123",
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 13: ServiceBridge - Get Contact

Get a specific contact
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-contact",
  "nodeParams": {
    "action": "get_contact",
    "params": {
      "contactId": "456"
    }
  }
}

Example 14: ServiceBridge - Create Contact

Create a new contact for a customer
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-contact",
  "nodeParams": {
    "action": "create_contact",
    "params": {
      "customerId": "123",
      "input": {
        "FirstName": "Jane",
        "LastName": "Smith",
        "Email": "jane@example.com",
        "PhoneNumber": "555-987-6543"
      }
    }
  }
}

Example 15: ServiceBridge - Update Contact

Update an existing contact
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-contact",
  "nodeParams": {
    "action": "update_contact",
    "params": {
      "contactId": "456",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Email": "newemail@example.com",
        "UpdateEmail": true
      }
    }
  }
}

Example 16: ServiceBridge - Delete Contact

Delete a contact
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-contact",
  "nodeParams": {
    "action": "delete_contact",
    "params": {
      "contactId": "456"
    }
  }
}

Example 17: ServiceBridge - List Locations

Get a paginated list of service locations
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-locations",
  "nodeParams": {
    "action": "list_locations",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 18: ServiceBridge - Get Location

Get a specific location
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-location",
  "nodeParams": {
    "action": "get_location",
    "params": {
      "locationId": "789"
    }
  }
}

Example 19: ServiceBridge - List Location Contacts

Get contacts at a location
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-location-contacts",
  "nodeParams": {
    "action": "list_location_contacts",
    "params": {
      "locationId": "789",
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 20: ServiceBridge - Update Location Contact

Update a contact at a location
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-location-contact",
  "nodeParams": {
    "action": "update_location_contact",
    "params": {
      "locationId": "789",
      "contactId": "456",
      "input": {}
    }
  }
}

Example 21: ServiceBridge - Delete Location Contact

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

Example 22: ServiceBridge - List Estimates

Get a paginated list of estimates
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-estimates",
  "nodeParams": {
    "action": "list_estimates",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 23: ServiceBridge - Get Estimate

Get a specific estimate
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-estimate",
  "nodeParams": {
    "action": "get_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}

Example 24: ServiceBridge - Create Estimate

Create a new estimate (free inspection)
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-estimate",
  "nodeParams": {
    "action": "create_estimate",
    "params": {
      "input": {
        "Customer": {
          "Id": 123
        },
        "Description": "Free Home Insulation Inspection",
        "ScheduledStartDate": "2026-01-25T10:00:00Z",
        "Duration": 60
      }
    }
  }
}

Example 25: ServiceBridge - Update Estimate

Update an existing estimate
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-estimate",
  "nodeParams": {
    "action": "update_estimate",
    "params": {
      "estimateId": "100",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Status": "Assigned",
        "UpdateStatus": true
      }
    }
  }
}

Example 26: ServiceBridge - Delete Estimate

Delete an estimate
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-estimate",
  "nodeParams": {
    "action": "delete_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}

Example 27: ServiceBridge - Duplicate Estimate

Create a copy of an estimate
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-duplicate-estimate",
  "nodeParams": {
    "action": "duplicate_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}

Example 28: ServiceBridge - Win Estimate

Mark estimate as won
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-win-estimate",
  "nodeParams": {
    "action": "win_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}

Example 29: ServiceBridge - Lose Estimate

Mark estimate as lost
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-lose-estimate",
  "nodeParams": {
    "action": "lose_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}

Example 30: ServiceBridge - Reopen Estimate

Reopen a closed estimate
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-reopen-estimate",
  "nodeParams": {
    "action": "reopen_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}

Example 31: ServiceBridge - Get Estimate Documents

List documents for an estimate
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-estimate-documents",
  "nodeParams": {
    "action": "get_estimate_documents",
    "params": {
      "estimateId": "100"
    }
  }
}

Example 32: ServiceBridge - Get Estimate Document

Get a specific document
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-estimate-document",
  "nodeParams": {
    "action": "get_estimate_document",
    "params": {
      "estimateId": "100",
      "documentId": "200"
    }
  }
}

Example 33: ServiceBridge - Get Estimate Photos

List photos for an estimate
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-estimate-photos",
  "nodeParams": {
    "action": "get_estimate_photos",
    "params": {
      "estimateId": "100"
    }
  }
}

Example 34: ServiceBridge - List Work Orders

Get a paginated list of work orders
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-work-orders",
  "nodeParams": {
    "action": "list_work_orders",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 35: ServiceBridge - Get Work Order

Get a specific work order
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order",
  "nodeParams": {
    "action": "get_work_order",
    "params": {
      "workOrderId": "300"
    }
  }
}

Example 36: ServiceBridge - Create Work Order

Create a new work order (installation job)
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-work-order",
  "nodeParams": {
    "action": "create_work_order",
    "params": {
      "input": {
        "Customer": {
          "Id": 123
        },
        "Description": "Attic Insulation Installation",
        "ScheduledStartDate": "2026-02-01T09:00:00Z",
        "Duration": 240
      }
    }
  }
}

Example 37: ServiceBridge - Update Work Order

Update an existing work order
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-work-order",
  "nodeParams": {
    "action": "update_work_order",
    "params": {
      "workOrderId": "300",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Status": "InProgress",
        "UpdateStatus": true
      }
    }
  }
}

Example 38: ServiceBridge - Delete Work Order

Delete a work order
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-work-order",
  "nodeParams": {
    "action": "delete_work_order",
    "params": {
      "workOrderId": "300"
    }
  }
}

Example 39: ServiceBridge - Get Work Order Documents

List documents for a work order
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order-documents",
  "nodeParams": {
    "action": "get_work_order_documents",
    "params": {
      "workOrderId": "300"
    }
  }
}

Example 40: ServiceBridge - Get Work Order Document

Get a specific document
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order-document",
  "nodeParams": {
    "action": "get_work_order_document",
    "params": {
      "workOrderId": "300",
      "documentId": "400"
    }
  }
}

Example 41: ServiceBridge - Get Work Order Photos

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

Example 42: ServiceBridge - Get Work Order Review

Get the review for a work order
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order-review",
  "nodeParams": {
    "action": "get_work_order_review",
    "params": {
      "workOrderId": "300"
    }
  }
}

Example 43: ServiceBridge - List Work Order Reviews

Get a list of all work order reviews
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-work-order-reviews",
  "nodeParams": {
    "action": "list_work_order_reviews",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 44: ServiceBridge - List Teams

Get a list of all teams
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-teams",
  "nodeParams": {
    "action": "list_teams",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 45: ServiceBridge - Get Team

Get a specific team
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-team",
  "nodeParams": {
    "action": "get_team",
    "params": {
      "teamId": "500"
    }
  }
}

Example 46: ServiceBridge - List Personnel

Get a list of all employees
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-personnel",
  "nodeParams": {
    "action": "list_personnel",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 47: ServiceBridge - Get Personnel

Get a specific employee
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-personnel",
  "nodeParams": {
    "action": "get_personnel",
    "params": {
      "personnelId": "600"
    }
  }
}

Example 48: ServiceBridge - List Inventory

Get a paginated list of inventory items
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-inventory",
  "nodeParams": {
    "action": "list_inventory",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 49: ServiceBridge - Get Inventory Item

Get a specific inventory item
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-inventory-item",
  "nodeParams": {
    "action": "get_inventory_item",
    "params": {
      "inventoryId": "700"
    }
  }
}

Example 50: ServiceBridge - Delete Inventory Item

Delete an inventory item
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-inventory-item",
  "nodeParams": {
    "action": "delete_inventory_item",
    "params": {
      "inventoryId": "700"
    }
  }
}

Example 51: ServiceBridge - Create Product

Create a new product
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-product",
  "nodeParams": {
    "action": "create_product",
    "params": {
      "input": {
        "Name": "Insulation Roll",
        "Price": 49.99,
        "Type": "Product"
      }
    }
  }
}

Example 52: ServiceBridge - Update Product

Update an existing product
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-product",
  "nodeParams": {
    "action": "update_product",
    "params": {
      "productId": "700",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Price": 54.99,
        "UpdatePrice": true
      }
    }
  }
}

Example 53: ServiceBridge - Create Service Item

Create a new service item
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-inventory-service",
  "nodeParams": {
    "action": "create_inventory_service",
    "params": {
      "input": {
        "Name": "Installation Labor",
        "Price": 85,
        "Type": "Service"
      }
    }
  }
}

Example 54: ServiceBridge - Update Service Item

Update an existing service item
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-inventory-service",
  "nodeParams": {
    "action": "update_inventory_service",
    "params": {
      "serviceId": "800",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 55: ServiceBridge - List Inventory Groups

Get all inventory groups
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-inventory-groups",
  "nodeParams": {
    "action": "list_inventory_groups",
    "params": {}
  }
}

Example 56: ServiceBridge - Create Inventory Group

Create a new inventory group
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-inventory-group",
  "nodeParams": {
    "action": "create_inventory_group",
    "params": {
      "input": {
        "Name": "Insulation Materials"
      }
    }
  }
}

Example 57: ServiceBridge - Update Inventory Group

Update an inventory group
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-inventory-group",
  "nodeParams": {
    "action": "update_inventory_group",
    "params": {
      "groupId": "900",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Name": "Updated Group Name",
        "UpdateName": true
      }
    }
  }
}

Example 58: ServiceBridge - Delete Inventory Group

Delete an inventory group
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-inventory-group",
  "nodeParams": {
    "action": "delete_inventory_group",
    "params": {
      "groupId": "900"
    }
  }
}

Example 59: ServiceBridge - List Charge Types

Get all charge types
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-charge-types",
  "nodeParams": {
    "action": "list_charge_types",
    "params": {}
  }
}

Example 60: ServiceBridge - Create Charge Type

Create a new charge type
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-charge-type",
  "nodeParams": {
    "action": "create_charge_type",
    "params": {
      "input": {
        "Name": "Expedited Service"
      }
    }
  }
}

Example 61: ServiceBridge - Update Charge Type

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

Example 62: ServiceBridge - Delete Charge Type

Delete a charge type
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-charge-type",
  "nodeParams": {
    "action": "delete_charge_type",
    "params": {
      "chargeTypeId": "1000"
    }
  }
}

Example 63: ServiceBridge - List Units

Get all measurement units
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-units",
  "nodeParams": {
    "action": "list_units",
    "params": {}
  }
}

Example 64: ServiceBridge - Create Unit

Create a new measurement unit
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-unit",
  "nodeParams": {
    "action": "create_unit",
    "params": {
      "input": {
        "Name": "Square Foot",
        "Abbreviation": "sq ft"
      }
    }
  }
}

Example 65: ServiceBridge - Update Unit

Update a measurement unit
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-unit",
  "nodeParams": {
    "action": "update_unit",
    "params": {
      "unitId": "1100",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 66: ServiceBridge - Delete Unit

Delete a measurement unit
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-unit",
  "nodeParams": {
    "action": "delete_unit",
    "params": {
      "unitId": "1100"
    }
  }
}

Example 67: ServiceBridge - List Invoices

Get a paginated list of invoices
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-invoices",
  "nodeParams": {
    "action": "list_invoices",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 68: ServiceBridge - Get Invoice

Get a specific invoice
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-invoice",
  "nodeParams": {
    "action": "get_invoice",
    "params": {
      "invoiceId": "1200"
    }
  }
}

Example 69: ServiceBridge - List Payments

Get a paginated list of payments
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-payments",
  "nodeParams": {
    "action": "list_payments",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 70: ServiceBridge - Get Payment

Get a specific payment
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-payment",
  "nodeParams": {
    "action": "get_payment",
    "params": {
      "paymentId": "1300"
    }
  }
}

Example 71: ServiceBridge - Create Payment

Record a new payment
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-payment",
  "nodeParams": {
    "action": "create_payment",
    "params": {
      "input": {
        "Amount": 500,
        "InvoiceId": 1200,
        "PaymentMethodId": 1
      }
    }
  }
}

Example 72: ServiceBridge - Update Payment

Update a payment record
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-payment",
  "nodeParams": {
    "action": "update_payment",
    "params": {
      "paymentId": "1300",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 73: ServiceBridge - Delete Payment

Delete a payment record
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-payment",
  "nodeParams": {
    "action": "delete_payment",
    "params": {
      "paymentId": "1300"
    }
  }
}

Example 74: ServiceBridge - List Payment Methods

Get available payment methods
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-payment-methods",
  "nodeParams": {
    "action": "list_payment_methods",
    "params": {}
  }
}

Example 75: ServiceBridge - List Branches

Get all branches/locations
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-branches",
  "nodeParams": {
    "action": "list_branches",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 76: ServiceBridge - Get Branch

Get a specific branch
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-branch",
  "nodeParams": {
    "action": "get_branch",
    "params": {
      "branchId": "1400"
    }
  }
}

Example 77: ServiceBridge - Create Branch

Create a new branch
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-branch",
  "nodeParams": {
    "action": "create_branch",
    "params": {
      "input": {
        "Name": "Columbus Office",
        "AddressLine1": "456 Oak Ave",
        "City": "Columbus",
        "State": "OH"
      }
    }
  }
}

Example 78: ServiceBridge - Update Branch

Update a branch
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-branch",
  "nodeParams": {
    "action": "update_branch",
    "params": {
      "branchId": "1400",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 79: ServiceBridge - Delete Branch

Delete a branch
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-branch",
  "nodeParams": {
    "action": "delete_branch",
    "params": {
      "branchId": "1400"
    }
  }
}

Example 80: ServiceBridge - List Companies

Get all companies in hierarchy
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-companies",
  "nodeParams": {
    "action": "list_companies",
    "params": {}
  }
}

Example 81: ServiceBridge - Get Company

Get company details
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-company",
  "nodeParams": {
    "action": "get_company",
    "params": {
      "companyId": "1500"
    }
  }
}

Example 82: ServiceBridge - List Marketing Campaigns

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

Example 83: ServiceBridge - Get Marketing Campaign

Get a specific campaign
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-marketing-campaign",
  "nodeParams": {
    "action": "get_marketing_campaign",
    "params": {
      "campaignId": "1600"
    }
  }
}

Example 84: ServiceBridge - Create Marketing Campaign

Create a new campaign
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-marketing-campaign",
  "nodeParams": {
    "action": "create_marketing_campaign",
    "params": {
      "input": {
        "Name": "Winter Special 2026",
        "Description": "20% off insulation"
      }
    }
  }
}

Example 85: ServiceBridge - Update Marketing Campaign

Update a campaign
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-marketing-campaign",
  "nodeParams": {
    "action": "update_marketing_campaign",
    "params": {
      "campaignId": "1600",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 86: ServiceBridge - Delete Marketing Campaign

Delete a campaign
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-marketing-campaign",
  "nodeParams": {
    "action": "delete_marketing_campaign",
    "params": {
      "campaignId": "1600"
    }
  }
}

Example 87: ServiceBridge - Get Active Campaigns

Get currently active campaigns
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-active-marketing-campaigns",
  "nodeParams": {
    "action": "get_active_marketing_campaigns",
    "params": {}
  }
}

Example 88: ServiceBridge - List Marketing Categories

Get all marketing categories
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-marketing-categories",
  "nodeParams": {
    "action": "list_marketing_categories",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 89: ServiceBridge - Get Marketing Category

Get a specific category
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-marketing-category",
  "nodeParams": {
    "action": "get_marketing_category",
    "params": {
      "categoryId": "1700"
    }
  }
}

Example 90: ServiceBridge - Create Marketing Category

Create a new category
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-marketing-category",
  "nodeParams": {
    "action": "create_marketing_category",
    "params": {
      "input": {
        "Name": "Digital Marketing"
      }
    }
  }
}

Example 91: ServiceBridge - Update Marketing Category

Update a category
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-marketing-category",
  "nodeParams": {
    "action": "update_marketing_category",
    "params": {
      "categoryId": "1700",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 92: ServiceBridge - Delete Marketing Category

Delete a category
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-marketing-category",
  "nodeParams": {
    "action": "delete_marketing_category",
    "params": {
      "categoryId": "1700"
    }
  }
}

Example 93: ServiceBridge - List Job Categories

Get all job categories
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-job-categories",
  "nodeParams": {
    "action": "list_job_categories",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 94: ServiceBridge - Get Job Category

Get a specific job category
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-job-category",
  "nodeParams": {
    "action": "get_job_category",
    "params": {
      "categoryId": "1800"
    }
  }
}

Example 95: ServiceBridge - Create Job Category

Create a new job category
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-job-category",
  "nodeParams": {
    "action": "create_job_category",
    "params": {
      "input": {
        "Name": "Insulation",
        "Description": "Insulation installation jobs"
      }
    }
  }
}

Example 96: ServiceBridge - Update Job Category

Update a job category
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-job-category",
  "nodeParams": {
    "action": "update_job_category",
    "params": {
      "categoryId": "1800",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 97: ServiceBridge - Delete Job Category

Delete a job category
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-job-category",
  "nodeParams": {
    "action": "delete_job_category",
    "params": {
      "categoryId": "1800"
    }
  }
}

Example 98: ServiceBridge - List Job Templates

Get all job templates
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-job-templates",
  "nodeParams": {
    "action": "list_job_templates",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 99: ServiceBridge - Get Job Template

Get a specific job template
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-job-template",
  "nodeParams": {
    "action": "get_job_template",
    "params": {
      "templateId": "1900"
    }
  }
}

Example 100: ServiceBridge - List Leads

Get a paginated list of leads
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-leads",
  "nodeParams": {
    "action": "list_leads",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 101: ServiceBridge - Get Lead

Get a specific lead
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-lead",
  "nodeParams": {
    "action": "get_lead",
    "params": {
      "leadId": "2000"
    }
  }
}

Example 102: ServiceBridge - Create Lead

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

Example 103: ServiceBridge - List Service Agreements

Get all service agreements
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-service-agreements",
  "nodeParams": {
    "action": "list_service_agreements",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 104: ServiceBridge - Get Service Agreement

Get a specific agreement
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-service-agreement",
  "nodeParams": {
    "action": "get_service_agreement",
    "params": {
      "agreementId": "2100"
    }
  }
}

Example 105: ServiceBridge - Create Service Agreement

Create a new agreement
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-service-agreement",
  "nodeParams": {
    "action": "create_service_agreement",
    "params": {
      "input": {
        "Name": "Annual Maintenance",
        "CustomerId": 123
      }
    }
  }
}

Example 106: ServiceBridge - Update Service Agreement

Update an agreement
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-service-agreement",
  "nodeParams": {
    "action": "update_service_agreement",
    "params": {
      "agreementId": "2100",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 107: ServiceBridge - Delete Service Agreement

Delete an agreement
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-service-agreement",
  "nodeParams": {
    "action": "delete_service_agreement",
    "params": {
      "agreementId": "2100"
    }
  }
}

Example 108: ServiceBridge - List Service Plans

Get all service plans
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-service-plans",
  "nodeParams": {
    "action": "list_service_plans",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 109: ServiceBridge - Get Service Plan

Get a specific plan
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-service-plan",
  "nodeParams": {
    "action": "get_service_plan",
    "params": {
      "planId": "2200"
    }
  }
}

Example 110: ServiceBridge - Create Service Plan

Create a new plan
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-service-plan",
  "nodeParams": {
    "action": "create_service_plan",
    "params": {
      "input": {
        "Name": "Premium Plan"
      }
    }
  }
}

Example 111: ServiceBridge - Update Service Plan

Update a plan
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-service-plan",
  "nodeParams": {
    "action": "update_service_plan",
    "params": {
      "planId": "2200",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 112: ServiceBridge - Delete Service Plan

Delete a plan
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-service-plan",
  "nodeParams": {
    "action": "delete_service_plan",
    "params": {
      "planId": "2200"
    }
  }
}

Example 113: ServiceBridge - List Tasks

Get a paginated list of tasks
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-tasks",
  "nodeParams": {
    "action": "list_tasks",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 114: ServiceBridge - Get Task

Get a specific task
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-task",
  "nodeParams": {
    "action": "get_task",
    "params": {
      "taskId": "2300"
    }
  }
}

Example 115: ServiceBridge - Create Task

Create a new task
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-task",
  "nodeParams": {
    "action": "create_task",
    "params": {
      "input": {
        "Title": "Follow up call",
        "DueDate": "2026-01-30"
      }
    }
  }
}

Example 116: ServiceBridge - Update Task

Update a task
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-task",
  "nodeParams": {
    "action": "update_task",
    "params": {
      "taskId": "2300",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Status": "Completed",
        "UpdateStatus": true
      }
    }
  }
}

Example 117: ServiceBridge - List Activity Notes

Get notes for an entity
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-activity-notes",
  "nodeParams": {
    "action": "list_activity_notes",
    "params": {
      "entityType": "Customer",
      "entityId": "123",
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 118: ServiceBridge - Get Activity Note

Get a specific note
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-activity-note",
  "nodeParams": {
    "action": "get_activity_note",
    "params": {
      "noteId": "2400"
    }
  }
}

Example 119: ServiceBridge - Create Activity Note

Create a new note
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-activity-note",
  "nodeParams": {
    "action": "create_activity_note",
    "params": {
      "input": {
        "EntityType": "Customer",
        "EntityId": 123,
        "Note": "Customer called about installation schedule"
      }
    }
  }
}

Example 120: ServiceBridge - Update Activity Note

Update a note
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-activity-note",
  "nodeParams": {
    "action": "update_activity_note",
    "params": {
      "noteId": "2400",
      "input": {
        "Note": "Updated note content"
      }
    }
  }
}

Example 121: ServiceBridge - Delete Activity Note

Delete a note
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-activity-note",
  "nodeParams": {
    "action": "delete_activity_note",
    "params": {
      "noteId": "2400"
    }
  }
}

Example 122: ServiceBridge - List Custom Fields

Get custom fields by entity type (required: Job, Customer, Part, Personnel, Task, JobPart, Equipment, Companies, Location)
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-custom-fields",
  "nodeParams": {
    "action": "list_custom_fields",
    "params": {
      "page": 1,
      "pageSize": 50,
      "type": "Customer"
    }
  }
}

Example 123: ServiceBridge - Get Custom Field

Get a specific custom field
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-custom-field",
  "nodeParams": {
    "action": "get_custom_field",
    "params": {
      "fieldId": "2500"
    }
  }
}

Example 124: ServiceBridge - Create Custom Field

Create a new custom field
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-custom-field",
  "nodeParams": {
    "action": "create_custom_field",
    "params": {
      "input": {
        "Name": "Lead Source",
        "FieldType": "Text"
      }
    }
  }
}

Example 125: ServiceBridge - Update Custom Field

Update a custom field
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-custom-field",
  "nodeParams": {
    "action": "update_custom_field",
    "params": {
      "fieldId": "2500",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 126: ServiceBridge - Delete Custom Field

Delete a custom field
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-custom-field",
  "nodeParams": {
    "action": "delete_custom_field",
    "params": {
      "fieldId": "2500"
    }
  }
}

Example 127: ServiceBridge - List Custom Field Groups

Get custom field groups by entity type (required: Job, Customer, Part, Personnel, Task, JobPart, Equipment, Companies, Location)
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-custom-field-groups",
  "nodeParams": {
    "action": "list_custom_field_groups",
    "params": {
      "page": 1,
      "pageSize": 50,
      "type": "Customer"
    }
  }
}

Example 128: ServiceBridge - Get Custom Field Group

Get a specific group
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-custom-field-group",
  "nodeParams": {
    "action": "get_custom_field_group",
    "params": {
      "groupId": "2600"
    }
  }
}

Example 129: ServiceBridge - Create Custom Field Group

Create a new group
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-custom-field-group",
  "nodeParams": {
    "action": "create_custom_field_group",
    "params": {
      "input": {
        "Name": "Lead Information"
      }
    }
  }
}

Example 130: ServiceBridge - Update Custom Field Group

Update a group
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-custom-field-group",
  "nodeParams": {
    "action": "update_custom_field_group",
    "params": {
      "groupId": "2600",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}

Example 131: ServiceBridge - Delete Custom Field Group

Delete a group
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-custom-field-group",
  "nodeParams": {
    "action": "delete_custom_field_group",
    "params": {
      "groupId": "2600"
    }
  }
}

Example 132: ServiceBridge - List Assets

Get a paginated list of assets
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-assets",
  "nodeParams": {
    "action": "list_assets",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 133: ServiceBridge - List Accounting Accounts

Get all accounting accounts
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-accounting-accounts",
  "nodeParams": {
    "action": "list_accounting_accounts",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 134: ServiceBridge - List Sales Representatives

Get all sales reps
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-sales-representatives",
  "nodeParams": {
    "action": "list_sales_representatives",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}

Example 135: ServiceBridge - List Taxes

Get all tax configurations
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-taxes",
  "nodeParams": {
    "action": "list_taxes",
    "params": {}
  }
}

Example 136: ServiceBridge - List Terms

Get all payment terms
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-terms",
  "nodeParams": {
    "action": "list_terms",
    "params": {}
  }
}

Example 137: ServiceBridge - Get Company Statistics

Get company-wide statistics
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-company-statistics",
  "nodeParams": {
    "action": "get_company_statistics",
    "params": {}
  }
}

Example 138: ServiceBridge - Get Invoice Statistics

Get invoice-related statistics
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-invoice-statistics",
  "nodeParams": {
    "action": "get_invoice_statistics",
    "params": {}
  }
}

Example 139: ServiceBridge - Get Job Statistics

Get job-related statistics
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-job-statistics",
  "nodeParams": {
    "action": "get_job_statistics",
    "params": {}
  }
}

Example 140: ServiceBridge - Get Payment Statistics

Get payment-related statistics
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-payment-statistics",
  "nodeParams": {
    "action": "get_payment_statistics",
    "params": {}
  }
}

Example 141: ServiceBridge - Get Report

Generate a report
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-report",
  "nodeParams": {
    "action": "get_report",
    "params": {
      "reportType": "Summary"
    }
  }
}

Example 142: ServiceBridge - Get Active Users History

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

Third-Party Documentation