> ## 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.

# ServiceBridge

> Field-service operations, estimates, and work orders in ServiceBridge

## 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**

* [List Accounting Accounts](#servicebridge-list-accounting-accounts)

**Activity-Notes**

* [Create Activity Note](#servicebridge-create-activity-note)
* [Delete Activity Note](#servicebridge-delete-activity-note)
* [Get Activity Note](#servicebridge-get-activity-note)

**Assets**

* [List Assets](#servicebridge-list-assets)

**Authentication**

* [Login](#servicebridge-login)
* [Logout](#servicebridge-logout)

**Branches**

* [Create Branch](#servicebridge-create-branch)
* [Get Branch](#servicebridge-get-branch)
* [List Branches](#servicebridge-list-branches)

**Companies**

* [Get Company](#servicebridge-get-company)

**Contacts**

* [Delete Contact](#servicebridge-delete-contact)
* [Get Contact](#servicebridge-get-contact)
* [List Contacts](#servicebridge-list-contacts)
* [Update Contact](#servicebridge-update-contact)

**Custom-Fields**

* [Create Custom Field](#servicebridge-create-custom-field)
* [Get Custom Field](#servicebridge-get-custom-field)
* [List Custom Field Groups](#servicebridge-list-custom-field-groups)
* [List Custom Fields](#servicebridge-list-custom-fields)

**Customers**

* [Create Customer](#servicebridge-create-customer)
* [Create Customer Category](#servicebridge-create-customer-category)
* [Delete Customer](#servicebridge-delete-customer)
* [Get Customer Bank Accounts](#servicebridge-get-customer-payment-bank-accounts)
* [Get Customer Payment Cards](#servicebridge-get-customer-payment-cards)
* [List Customers](#servicebridge-list-customers)
* [Update Customer](#servicebridge-update-customer)

**Estimates**

* [Create Estimate](#servicebridge-create-estimate)
* [Delete Estimate](#servicebridge-delete-estimate)
* [Get Estimate Document](#servicebridge-get-estimate-document)
* [List Estimates](#servicebridge-list-estimates)
* [Reopen Estimate](#servicebridge-reopen-estimate)
* [Update Estimate](#servicebridge-update-estimate)
* [Win Estimate](#servicebridge-win-estimate)

**Inventory**

* [Create Charge Type](#servicebridge-create-charge-type)
* [Create Inventory Group](#servicebridge-create-inventory-group)
* [Create Product](#servicebridge-create-product)
* [Create Service Item](#servicebridge-create-inventory-service)
* [Delete Charge Type](#servicebridge-delete-charge-type)
* [Delete Inventory Group](#servicebridge-delete-inventory-group)
* [Delete Inventory Item](#servicebridge-delete-inventory-item)
* [Delete Unit](#servicebridge-delete-unit)
* [List Charge Types](#servicebridge-list-charge-types)
* [List Inventory](#servicebridge-list-inventory)
* [List Inventory Groups](#servicebridge-list-inventory-groups)
* [List Units](#servicebridge-list-units)
* [Update Charge Type](#servicebridge-update-charge-type)
* [Update Inventory Group](#servicebridge-update-inventory-group)
* [Update Product](#servicebridge-update-product)
* [Update Service Item](#servicebridge-update-inventory-service)
* [Update Unit](#servicebridge-update-unit)

**Invoices**

* [List Invoices](#servicebridge-list-invoices)

**Jobs**

* [Delete Job Category](#servicebridge-delete-job-category)
* [Get Job Category](#servicebridge-get-job-category)
* [Get Job Template](#servicebridge-get-job-template)
* [List Job Templates](#servicebridge-list-job-templates)
* [Update Job Category](#servicebridge-update-job-category)

**Leads**

* [Create Lead](#servicebridge-create-lead)
* [List Leads](#servicebridge-list-leads)

**Locations**

* [Get Location](#servicebridge-get-location)
* [List Location Contacts](#servicebridge-list-location-contacts)
* [Update Location Contact](#servicebridge-update-location-contact)

**Marketing**

* [Delete Marketing Campaign](#servicebridge-delete-marketing-campaign)
* [Delete Marketing Category](#servicebridge-delete-marketing-category)
* [Get Marketing Campaign](#servicebridge-get-marketing-campaign)
* [List Marketing Campaigns](#servicebridge-list-marketing-campaigns)
* [List Marketing Categories](#servicebridge-list-marketing-categories)
* [Update Marketing Campaign](#servicebridge-update-marketing-campaign)
* [Update Marketing Category](#servicebridge-update-marketing-category)

**Payments**

* [Create Payment](#servicebridge-create-payment)
* [Delete Payment](#servicebridge-delete-payment)
* [Get Payment](#servicebridge-get-payment)
* [List Payment Methods](#servicebridge-list-payment-methods)
* [List Payments](#servicebridge-list-payments)

**Personnel**

* [Get Personnel](#servicebridge-get-personnel)
* [List Personnel](#servicebridge-list-personnel)

**Sales**

* [List Sales Representatives](#servicebridge-list-sales-representatives)

**Service-Agreements**

* [Create Service Agreement](#servicebridge-create-service-agreement)
* [Delete Service Agreement](#servicebridge-delete-service-agreement)
* [Get Service Agreement](#servicebridge-get-service-agreement)
* [List Service Agreements](#servicebridge-list-service-agreements)
* [Update Service Agreement](#servicebridge-update-service-agreement)

**Service-Plans**

* [Create Service Plan](#servicebridge-create-service-plan)
* [Delete Service Plan](#servicebridge-delete-service-plan)
* [Get Service Plan](#servicebridge-get-service-plan)
* [List Service Plans](#servicebridge-list-service-plans)
* [Update Service Plan](#servicebridge-update-service-plan)

**Statistics**

* [Get Company Statistics](#servicebridge-get-company-statistics)
* [Get Invoice Statistics](#servicebridge-get-invoice-statistics)
* [Get Job Statistics](#servicebridge-get-job-statistics)
* [Get Payment Statistics](#servicebridge-get-payment-statistics)

**Tasks**

* [Create Task](#servicebridge-create-task)
* [List Tasks](#servicebridge-list-tasks)
* [Update Task](#servicebridge-update-task)

**Taxes**

* [List Taxes](#servicebridge-list-taxes)

**Teams**

* [Get Team](#servicebridge-get-team)
* [List Teams](#servicebridge-list-teams)

**Terms**

* [List Terms](#servicebridge-list-terms)

**Users**

* [Get Active Users History](#servicebridge-get-active-users-history)

**Work-Orders**

* [Create Work Order](#servicebridge-create-work-order)
* [Delete Work Order](#servicebridge-delete-work-order)
* [Get Work Order](#servicebridge-get-work-order)
* [Get Work Order Document](#servicebridge-get-work-order-document)
* [Get Work Order Documents](#servicebridge-get-work-order-documents)
* [Get Work Order Photos](#servicebridge-get-work-order-photos)
* [Get Work Order Review](#servicebridge-get-work-order-review)
* [List Work Order Reviews](#servicebridge-list-work-order-reviews)
* [List Work Orders](#servicebridge-list-work-orders)
* [Update Work Order](#servicebridge-update-work-order)

## Examples

<a id="servicebridge-login" />

#### Example 1: ServiceBridge - Login to ServiceBridge

Authenticate and obtain a session key

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-login",
  "nodeParams": {
    "action": "login",
    "params": {
      "userId": "your-api-user-id",
      "password": "your-password"
    }
  }
}
```

***

<a id="servicebridge-logout" />

#### Example 2: ServiceBridge - Logout from ServiceBridge

Invalidate the current session

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-logout",
  "nodeParams": {
    "action": "logout",
    "params": {}
  }
}
```

***

<a id="servicebridge-list-customers" />

#### Example 3: ServiceBridge - List Customers

Get a paginated list of customers

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-customers",
  "nodeParams": {
    "action": "list_customers",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-customer" />

#### Example 4: ServiceBridge - Get Customer by ID

Retrieve a specific customer

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-customer",
  "nodeParams": {
    "action": "get_customer",
    "params": {
      "customerId": "123"
    }
  }
}
```

***

<a id="servicebridge-create-customer" />

#### Example 5: ServiceBridge - Create Customer

Create a new customer (lead)

```json theme={null}
{
  "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"
        }
      }
    }
  }
}
```

***

<a id="servicebridge-update-customer" />

#### Example 6: ServiceBridge - Update Customer

Update an existing customer (sparse update)

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-customer",
  "nodeParams": {
    "action": "update_customer",
    "params": {
      "customerId": "123",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "DisplayName": "John Doe Updated",
        "UpdateDisplayName": true
      }
    }
  }
}
```

***

<a id="servicebridge-delete-customer" />

#### Example 7: ServiceBridge - Delete Customer

Delete a customer

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-customer",
  "nodeParams": {
    "action": "delete_customer",
    "params": {
      "customerId": "123"
    }
  }
}
```

***

<a id="servicebridge-make-customer-active" />

#### Example 8: ServiceBridge - Activate Customer

Mark a customer as active

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-make-customer-active",
  "nodeParams": {
    "action": "make_customer_active",
    "params": {
      "customerId": "123"
    }
  }
}
```

***

<a id="servicebridge-get-customer-payment-bank-accounts" />

#### Example 9: ServiceBridge - Get Customer Bank Accounts

Get saved bank accounts for a customer

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-customer-payment-bank-accounts",
  "nodeParams": {
    "action": "get_customer_payment_bank_accounts",
    "params": {
      "customerId": "123"
    }
  }
}
```

***

<a id="servicebridge-get-customer-payment-cards" />

#### Example 10: ServiceBridge - Get Customer Payment Cards

Get saved payment cards for a customer

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-customer-payment-cards",
  "nodeParams": {
    "action": "get_customer_payment_cards",
    "params": {
      "customerId": "123"
    }
  }
}
```

***

<a id="servicebridge-create-customer-category" />

#### Example 11: ServiceBridge - Create Customer Category

Create a new customer category

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-customer-category",
  "nodeParams": {
    "action": "create_customer_category",
    "params": {
      "input": {
        "Name": "VIP Customers"
      }
    }
  }
}
```

***

<a id="servicebridge-list-contacts" />

#### Example 12: ServiceBridge - List Contacts

Get contacts for a customer

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-contacts",
  "nodeParams": {
    "action": "list_contacts",
    "params": {
      "customerId": "123",
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-contact" />

#### Example 13: ServiceBridge - Get Contact

Get a specific contact

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-contact",
  "nodeParams": {
    "action": "get_contact",
    "params": {
      "contactId": "456"
    }
  }
}
```

***

<a id="servicebridge-create-contact" />

#### Example 14: ServiceBridge - Create Contact

Create a new contact for a customer

```json theme={null}
{
  "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"
      }
    }
  }
}
```

***

<a id="servicebridge-update-contact" />

#### Example 15: ServiceBridge - Update Contact

Update an existing contact

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-contact",
  "nodeParams": {
    "action": "update_contact",
    "params": {
      "contactId": "456",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Email": "newemail@example.com",
        "UpdateEmail": true
      }
    }
  }
}
```

***

<a id="servicebridge-delete-contact" />

#### Example 16: ServiceBridge - Delete Contact

Delete a contact

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-contact",
  "nodeParams": {
    "action": "delete_contact",
    "params": {
      "contactId": "456"
    }
  }
}
```

***

<a id="servicebridge-list-locations" />

#### Example 17: ServiceBridge - List Locations

Get a paginated list of service locations

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-locations",
  "nodeParams": {
    "action": "list_locations",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-location" />

#### Example 18: ServiceBridge - Get Location

Get a specific location

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-location",
  "nodeParams": {
    "action": "get_location",
    "params": {
      "locationId": "789"
    }
  }
}
```

***

<a id="servicebridge-list-location-contacts" />

#### Example 19: ServiceBridge - List Location Contacts

Get contacts at a location

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-location-contacts",
  "nodeParams": {
    "action": "list_location_contacts",
    "params": {
      "locationId": "789",
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-update-location-contact" />

#### Example 20: ServiceBridge - Update Location Contact

Update a contact at a location

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-location-contact",
  "nodeParams": {
    "action": "update_location_contact",
    "params": {
      "locationId": "789",
      "contactId": "456",
      "input": {}
    }
  }
}
```

***

<a id="servicebridge-delete-location-contact" />

#### Example 21: ServiceBridge - Delete Location Contact

Remove a contact from a location

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

***

<a id="servicebridge-list-estimates" />

#### Example 22: ServiceBridge - List Estimates

Get a paginated list of estimates

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-estimates",
  "nodeParams": {
    "action": "list_estimates",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-estimate" />

#### Example 23: ServiceBridge - Get Estimate

Get a specific estimate

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-estimate",
  "nodeParams": {
    "action": "get_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}
```

***

<a id="servicebridge-create-estimate" />

#### Example 24: ServiceBridge - Create Estimate

Create a new estimate (free inspection)

```json theme={null}
{
  "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
      }
    }
  }
}
```

***

<a id="servicebridge-update-estimate" />

#### Example 25: ServiceBridge - Update Estimate

Update an existing estimate

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-estimate",
  "nodeParams": {
    "action": "update_estimate",
    "params": {
      "estimateId": "100",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Status": "Assigned",
        "UpdateStatus": true
      }
    }
  }
}
```

***

<a id="servicebridge-delete-estimate" />

#### Example 26: ServiceBridge - Delete Estimate

Delete an estimate

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-estimate",
  "nodeParams": {
    "action": "delete_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}
```

***

<a id="servicebridge-duplicate-estimate" />

#### Example 27: ServiceBridge - Duplicate Estimate

Create a copy of an estimate

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-duplicate-estimate",
  "nodeParams": {
    "action": "duplicate_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}
```

***

<a id="servicebridge-win-estimate" />

#### Example 28: ServiceBridge - Win Estimate

Mark estimate as won

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-win-estimate",
  "nodeParams": {
    "action": "win_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}
```

***

<a id="servicebridge-lose-estimate" />

#### Example 29: ServiceBridge - Lose Estimate

Mark estimate as lost

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-lose-estimate",
  "nodeParams": {
    "action": "lose_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}
```

***

<a id="servicebridge-reopen-estimate" />

#### Example 30: ServiceBridge - Reopen Estimate

Reopen a closed estimate

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-reopen-estimate",
  "nodeParams": {
    "action": "reopen_estimate",
    "params": {
      "estimateId": "100"
    }
  }
}
```

***

<a id="servicebridge-get-estimate-documents" />

#### Example 31: ServiceBridge - Get Estimate Documents

List documents for an estimate

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-estimate-documents",
  "nodeParams": {
    "action": "get_estimate_documents",
    "params": {
      "estimateId": "100"
    }
  }
}
```

***

<a id="servicebridge-get-estimate-document" />

#### Example 32: ServiceBridge - Get Estimate Document

Get a specific document

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-estimate-document",
  "nodeParams": {
    "action": "get_estimate_document",
    "params": {
      "estimateId": "100",
      "documentId": "200"
    }
  }
}
```

***

<a id="servicebridge-get-estimate-photos" />

#### Example 33: ServiceBridge - Get Estimate Photos

List photos for an estimate

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-estimate-photos",
  "nodeParams": {
    "action": "get_estimate_photos",
    "params": {
      "estimateId": "100"
    }
  }
}
```

***

<a id="servicebridge-list-work-orders" />

#### Example 34: ServiceBridge - List Work Orders

Get a paginated list of work orders

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-work-orders",
  "nodeParams": {
    "action": "list_work_orders",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-work-order" />

#### Example 35: ServiceBridge - Get Work Order

Get a specific work order

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order",
  "nodeParams": {
    "action": "get_work_order",
    "params": {
      "workOrderId": "300"
    }
  }
}
```

***

<a id="servicebridge-create-work-order" />

#### Example 36: ServiceBridge - Create Work Order

Create a new work order (installation job)

```json theme={null}
{
  "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
      }
    }
  }
}
```

***

<a id="servicebridge-update-work-order" />

#### Example 37: ServiceBridge - Update Work Order

Update an existing work order

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-work-order",
  "nodeParams": {
    "action": "update_work_order",
    "params": {
      "workOrderId": "300",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Status": "InProgress",
        "UpdateStatus": true
      }
    }
  }
}
```

***

<a id="servicebridge-delete-work-order" />

#### Example 38: ServiceBridge - Delete Work Order

Delete a work order

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-work-order",
  "nodeParams": {
    "action": "delete_work_order",
    "params": {
      "workOrderId": "300"
    }
  }
}
```

***

<a id="servicebridge-get-work-order-documents" />

#### Example 39: ServiceBridge - Get Work Order Documents

List documents for a work order

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order-documents",
  "nodeParams": {
    "action": "get_work_order_documents",
    "params": {
      "workOrderId": "300"
    }
  }
}
```

***

<a id="servicebridge-get-work-order-document" />

#### Example 40: ServiceBridge - Get Work Order Document

Get a specific document

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order-document",
  "nodeParams": {
    "action": "get_work_order_document",
    "params": {
      "workOrderId": "300",
      "documentId": "400"
    }
  }
}
```

***

<a id="servicebridge-get-work-order-photos" />

#### Example 41: ServiceBridge - Get Work Order Photos

List photos for a work order

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order-photos",
  "nodeParams": {
    "action": "get_work_order_photos",
    "params": {
      "workOrderId": "300"
    }
  }
}
```

***

<a id="servicebridge-get-work-order-review" />

#### Example 42: ServiceBridge - Get Work Order Review

Get the review for a work order

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-work-order-review",
  "nodeParams": {
    "action": "get_work_order_review",
    "params": {
      "workOrderId": "300"
    }
  }
}
```

***

<a id="servicebridge-list-work-order-reviews" />

#### Example 43: ServiceBridge - List Work Order Reviews

Get a list of all work order reviews

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-work-order-reviews",
  "nodeParams": {
    "action": "list_work_order_reviews",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-list-teams" />

#### Example 44: ServiceBridge - List Teams

Get a list of all teams

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-teams",
  "nodeParams": {
    "action": "list_teams",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-team" />

#### Example 45: ServiceBridge - Get Team

Get a specific team

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-team",
  "nodeParams": {
    "action": "get_team",
    "params": {
      "teamId": "500"
    }
  }
}
```

***

<a id="servicebridge-list-personnel" />

#### Example 46: ServiceBridge - List Personnel

Get a list of all employees

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-personnel",
  "nodeParams": {
    "action": "list_personnel",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-personnel" />

#### Example 47: ServiceBridge - Get Personnel

Get a specific employee

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-personnel",
  "nodeParams": {
    "action": "get_personnel",
    "params": {
      "personnelId": "600"
    }
  }
}
```

***

<a id="servicebridge-list-inventory" />

#### Example 48: ServiceBridge - List Inventory

Get a paginated list of inventory items

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-inventory",
  "nodeParams": {
    "action": "list_inventory",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-inventory-item" />

#### Example 49: ServiceBridge - Get Inventory Item

Get a specific inventory item

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-inventory-item",
  "nodeParams": {
    "action": "get_inventory_item",
    "params": {
      "inventoryId": "700"
    }
  }
}
```

***

<a id="servicebridge-delete-inventory-item" />

#### Example 50: ServiceBridge - Delete Inventory Item

Delete an inventory item

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-inventory-item",
  "nodeParams": {
    "action": "delete_inventory_item",
    "params": {
      "inventoryId": "700"
    }
  }
}
```

***

<a id="servicebridge-create-product" />

#### Example 51: ServiceBridge - Create Product

Create a new product

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-product",
  "nodeParams": {
    "action": "create_product",
    "params": {
      "input": {
        "Name": "Insulation Roll",
        "Price": 49.99,
        "Type": "Product"
      }
    }
  }
}
```

***

<a id="servicebridge-update-product" />

#### Example 52: ServiceBridge - Update Product

Update an existing product

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-product",
  "nodeParams": {
    "action": "update_product",
    "params": {
      "productId": "700",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Price": 54.99,
        "UpdatePrice": true
      }
    }
  }
}
```

***

<a id="servicebridge-create-inventory-service" />

#### Example 53: ServiceBridge - Create Service Item

Create a new service item

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-inventory-service",
  "nodeParams": {
    "action": "create_inventory_service",
    "params": {
      "input": {
        "Name": "Installation Labor",
        "Price": 85,
        "Type": "Service"
      }
    }
  }
}
```

***

<a id="servicebridge-update-inventory-service" />

#### Example 54: ServiceBridge - Update Service Item

Update an existing service item

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-inventory-service",
  "nodeParams": {
    "action": "update_inventory_service",
    "params": {
      "serviceId": "800",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-list-inventory-groups" />

#### Example 55: ServiceBridge - List Inventory Groups

Get all inventory groups

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-inventory-groups",
  "nodeParams": {
    "action": "list_inventory_groups",
    "params": {}
  }
}
```

***

<a id="servicebridge-create-inventory-group" />

#### Example 56: ServiceBridge - Create Inventory Group

Create a new inventory group

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-inventory-group",
  "nodeParams": {
    "action": "create_inventory_group",
    "params": {
      "input": {
        "Name": "Insulation Materials"
      }
    }
  }
}
```

***

<a id="servicebridge-update-inventory-group" />

#### Example 57: ServiceBridge - Update Inventory Group

Update an inventory group

```json theme={null}
{
  "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
      }
    }
  }
}
```

***

<a id="servicebridge-delete-inventory-group" />

#### Example 58: ServiceBridge - Delete Inventory Group

Delete an inventory group

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-inventory-group",
  "nodeParams": {
    "action": "delete_inventory_group",
    "params": {
      "groupId": "900"
    }
  }
}
```

***

<a id="servicebridge-list-charge-types" />

#### Example 59: ServiceBridge - List Charge Types

Get all charge types

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-charge-types",
  "nodeParams": {
    "action": "list_charge_types",
    "params": {}
  }
}
```

***

<a id="servicebridge-create-charge-type" />

#### Example 60: ServiceBridge - Create Charge Type

Create a new charge type

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-charge-type",
  "nodeParams": {
    "action": "create_charge_type",
    "params": {
      "input": {
        "Name": "Expedited Service"
      }
    }
  }
}
```

***

<a id="servicebridge-update-charge-type" />

#### Example 61: ServiceBridge - Update Charge Type

Update a charge type

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

***

<a id="servicebridge-delete-charge-type" />

#### Example 62: ServiceBridge - Delete Charge Type

Delete a charge type

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-charge-type",
  "nodeParams": {
    "action": "delete_charge_type",
    "params": {
      "chargeTypeId": "1000"
    }
  }
}
```

***

<a id="servicebridge-list-units" />

#### Example 63: ServiceBridge - List Units

Get all measurement units

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-units",
  "nodeParams": {
    "action": "list_units",
    "params": {}
  }
}
```

***

<a id="servicebridge-create-unit" />

#### Example 64: ServiceBridge - Create Unit

Create a new measurement unit

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-unit",
  "nodeParams": {
    "action": "create_unit",
    "params": {
      "input": {
        "Name": "Square Foot",
        "Abbreviation": "sq ft"
      }
    }
  }
}
```

***

<a id="servicebridge-update-unit" />

#### Example 65: ServiceBridge - Update Unit

Update a measurement unit

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-unit",
  "nodeParams": {
    "action": "update_unit",
    "params": {
      "unitId": "1100",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-unit" />

#### Example 66: ServiceBridge - Delete Unit

Delete a measurement unit

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-unit",
  "nodeParams": {
    "action": "delete_unit",
    "params": {
      "unitId": "1100"
    }
  }
}
```

***

<a id="servicebridge-list-invoices" />

#### Example 67: ServiceBridge - List Invoices

Get a paginated list of invoices

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-invoices",
  "nodeParams": {
    "action": "list_invoices",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-invoice" />

#### Example 68: ServiceBridge - Get Invoice

Get a specific invoice

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-invoice",
  "nodeParams": {
    "action": "get_invoice",
    "params": {
      "invoiceId": "1200"
    }
  }
}
```

***

<a id="servicebridge-list-payments" />

#### Example 69: ServiceBridge - List Payments

Get a paginated list of payments

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-payments",
  "nodeParams": {
    "action": "list_payments",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-payment" />

#### Example 70: ServiceBridge - Get Payment

Get a specific payment

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-payment",
  "nodeParams": {
    "action": "get_payment",
    "params": {
      "paymentId": "1300"
    }
  }
}
```

***

<a id="servicebridge-create-payment" />

#### Example 71: ServiceBridge - Create Payment

Record a new payment

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-payment",
  "nodeParams": {
    "action": "create_payment",
    "params": {
      "input": {
        "Amount": 500,
        "InvoiceId": 1200,
        "PaymentMethodId": 1
      }
    }
  }
}
```

***

<a id="servicebridge-update-payment" />

#### Example 72: ServiceBridge - Update Payment

Update a payment record

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-payment",
  "nodeParams": {
    "action": "update_payment",
    "params": {
      "paymentId": "1300",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-payment" />

#### Example 73: ServiceBridge - Delete Payment

Delete a payment record

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-payment",
  "nodeParams": {
    "action": "delete_payment",
    "params": {
      "paymentId": "1300"
    }
  }
}
```

***

<a id="servicebridge-list-payment-methods" />

#### Example 74: ServiceBridge - List Payment Methods

Get available payment methods

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-payment-methods",
  "nodeParams": {
    "action": "list_payment_methods",
    "params": {}
  }
}
```

***

<a id="servicebridge-list-branches" />

#### Example 75: ServiceBridge - List Branches

Get all branches/locations

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-branches",
  "nodeParams": {
    "action": "list_branches",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-branch" />

#### Example 76: ServiceBridge - Get Branch

Get a specific branch

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-branch",
  "nodeParams": {
    "action": "get_branch",
    "params": {
      "branchId": "1400"
    }
  }
}
```

***

<a id="servicebridge-create-branch" />

#### Example 77: ServiceBridge - Create Branch

Create a new branch

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-branch",
  "nodeParams": {
    "action": "create_branch",
    "params": {
      "input": {
        "Name": "Columbus Office",
        "AddressLine1": "456 Oak Ave",
        "City": "Columbus",
        "State": "OH"
      }
    }
  }
}
```

***

<a id="servicebridge-update-branch" />

#### Example 78: ServiceBridge - Update Branch

Update a branch

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-branch",
  "nodeParams": {
    "action": "update_branch",
    "params": {
      "branchId": "1400",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-branch" />

#### Example 79: ServiceBridge - Delete Branch

Delete a branch

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-branch",
  "nodeParams": {
    "action": "delete_branch",
    "params": {
      "branchId": "1400"
    }
  }
}
```

***

<a id="servicebridge-list-companies" />

#### Example 80: ServiceBridge - List Companies

Get all companies in hierarchy

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-companies",
  "nodeParams": {
    "action": "list_companies",
    "params": {}
  }
}
```

***

<a id="servicebridge-get-company" />

#### Example 81: ServiceBridge - Get Company

Get company details

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-company",
  "nodeParams": {
    "action": "get_company",
    "params": {
      "companyId": "1500"
    }
  }
}
```

***

<a id="servicebridge-list-marketing-campaigns" />

#### Example 82: ServiceBridge - List Marketing Campaigns

Get all marketing campaigns

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

***

<a id="servicebridge-get-marketing-campaign" />

#### Example 83: ServiceBridge - Get Marketing Campaign

Get a specific campaign

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-marketing-campaign",
  "nodeParams": {
    "action": "get_marketing_campaign",
    "params": {
      "campaignId": "1600"
    }
  }
}
```

***

<a id="servicebridge-create-marketing-campaign" />

#### Example 84: ServiceBridge - Create Marketing Campaign

Create a new campaign

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-marketing-campaign",
  "nodeParams": {
    "action": "create_marketing_campaign",
    "params": {
      "input": {
        "Name": "Winter Special 2026",
        "Description": "20% off insulation"
      }
    }
  }
}
```

***

<a id="servicebridge-update-marketing-campaign" />

#### Example 85: ServiceBridge - Update Marketing Campaign

Update a campaign

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-marketing-campaign",
  "nodeParams": {
    "action": "update_marketing_campaign",
    "params": {
      "campaignId": "1600",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-marketing-campaign" />

#### Example 86: ServiceBridge - Delete Marketing Campaign

Delete a campaign

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-marketing-campaign",
  "nodeParams": {
    "action": "delete_marketing_campaign",
    "params": {
      "campaignId": "1600"
    }
  }
}
```

***

<a id="servicebridge-get-active-marketing-campaigns" />

#### Example 87: ServiceBridge - Get Active Campaigns

Get currently active campaigns

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-active-marketing-campaigns",
  "nodeParams": {
    "action": "get_active_marketing_campaigns",
    "params": {}
  }
}
```

***

<a id="servicebridge-list-marketing-categories" />

#### Example 88: ServiceBridge - List Marketing Categories

Get all marketing categories

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-marketing-categories",
  "nodeParams": {
    "action": "list_marketing_categories",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-marketing-category" />

#### Example 89: ServiceBridge - Get Marketing Category

Get a specific category

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-marketing-category",
  "nodeParams": {
    "action": "get_marketing_category",
    "params": {
      "categoryId": "1700"
    }
  }
}
```

***

<a id="servicebridge-create-marketing-category" />

#### Example 90: ServiceBridge - Create Marketing Category

Create a new category

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-marketing-category",
  "nodeParams": {
    "action": "create_marketing_category",
    "params": {
      "input": {
        "Name": "Digital Marketing"
      }
    }
  }
}
```

***

<a id="servicebridge-update-marketing-category" />

#### Example 91: ServiceBridge - Update Marketing Category

Update a category

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-marketing-category",
  "nodeParams": {
    "action": "update_marketing_category",
    "params": {
      "categoryId": "1700",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-marketing-category" />

#### Example 92: ServiceBridge - Delete Marketing Category

Delete a category

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-marketing-category",
  "nodeParams": {
    "action": "delete_marketing_category",
    "params": {
      "categoryId": "1700"
    }
  }
}
```

***

<a id="servicebridge-list-job-categories" />

#### Example 93: ServiceBridge - List Job Categories

Get all job categories

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-job-categories",
  "nodeParams": {
    "action": "list_job_categories",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-job-category" />

#### Example 94: ServiceBridge - Get Job Category

Get a specific job category

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-job-category",
  "nodeParams": {
    "action": "get_job_category",
    "params": {
      "categoryId": "1800"
    }
  }
}
```

***

<a id="servicebridge-create-job-category" />

#### Example 95: ServiceBridge - Create Job Category

Create a new job category

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-job-category",
  "nodeParams": {
    "action": "create_job_category",
    "params": {
      "input": {
        "Name": "Insulation",
        "Description": "Insulation installation jobs"
      }
    }
  }
}
```

***

<a id="servicebridge-update-job-category" />

#### Example 96: ServiceBridge - Update Job Category

Update a job category

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-job-category",
  "nodeParams": {
    "action": "update_job_category",
    "params": {
      "categoryId": "1800",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-job-category" />

#### Example 97: ServiceBridge - Delete Job Category

Delete a job category

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-job-category",
  "nodeParams": {
    "action": "delete_job_category",
    "params": {
      "categoryId": "1800"
    }
  }
}
```

***

<a id="servicebridge-list-job-templates" />

#### Example 98: ServiceBridge - List Job Templates

Get all job templates

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-job-templates",
  "nodeParams": {
    "action": "list_job_templates",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-job-template" />

#### Example 99: ServiceBridge - Get Job Template

Get a specific job template

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-job-template",
  "nodeParams": {
    "action": "get_job_template",
    "params": {
      "templateId": "1900"
    }
  }
}
```

***

<a id="servicebridge-list-leads" />

#### Example 100: ServiceBridge - List Leads

Get a paginated list of leads

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-leads",
  "nodeParams": {
    "action": "list_leads",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-lead" />

#### Example 101: ServiceBridge - Get Lead

Get a specific lead

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-lead",
  "nodeParams": {
    "action": "get_lead",
    "params": {
      "leadId": "2000"
    }
  }
}
```

***

<a id="servicebridge-create-lead" />

#### Example 102: ServiceBridge - Create Lead

Create a new lead

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

***

<a id="servicebridge-list-service-agreements" />

#### Example 103: ServiceBridge - List Service Agreements

Get all service agreements

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-service-agreements",
  "nodeParams": {
    "action": "list_service_agreements",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-service-agreement" />

#### Example 104: ServiceBridge - Get Service Agreement

Get a specific agreement

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-service-agreement",
  "nodeParams": {
    "action": "get_service_agreement",
    "params": {
      "agreementId": "2100"
    }
  }
}
```

***

<a id="servicebridge-create-service-agreement" />

#### Example 105: ServiceBridge - Create Service Agreement

Create a new agreement

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-service-agreement",
  "nodeParams": {
    "action": "create_service_agreement",
    "params": {
      "input": {
        "Name": "Annual Maintenance",
        "CustomerId": 123
      }
    }
  }
}
```

***

<a id="servicebridge-update-service-agreement" />

#### Example 106: ServiceBridge - Update Service Agreement

Update an agreement

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-service-agreement",
  "nodeParams": {
    "action": "update_service_agreement",
    "params": {
      "agreementId": "2100",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-service-agreement" />

#### Example 107: ServiceBridge - Delete Service Agreement

Delete an agreement

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-service-agreement",
  "nodeParams": {
    "action": "delete_service_agreement",
    "params": {
      "agreementId": "2100"
    }
  }
}
```

***

<a id="servicebridge-list-service-plans" />

#### Example 108: ServiceBridge - List Service Plans

Get all service plans

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-service-plans",
  "nodeParams": {
    "action": "list_service_plans",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-service-plan" />

#### Example 109: ServiceBridge - Get Service Plan

Get a specific plan

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-service-plan",
  "nodeParams": {
    "action": "get_service_plan",
    "params": {
      "planId": "2200"
    }
  }
}
```

***

<a id="servicebridge-create-service-plan" />

#### Example 110: ServiceBridge - Create Service Plan

Create a new plan

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-service-plan",
  "nodeParams": {
    "action": "create_service_plan",
    "params": {
      "input": {
        "Name": "Premium Plan"
      }
    }
  }
}
```

***

<a id="servicebridge-update-service-plan" />

#### Example 111: ServiceBridge - Update Service Plan

Update a plan

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-service-plan",
  "nodeParams": {
    "action": "update_service_plan",
    "params": {
      "planId": "2200",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-service-plan" />

#### Example 112: ServiceBridge - Delete Service Plan

Delete a plan

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-service-plan",
  "nodeParams": {
    "action": "delete_service_plan",
    "params": {
      "planId": "2200"
    }
  }
}
```

***

<a id="servicebridge-list-tasks" />

#### Example 113: ServiceBridge - List Tasks

Get a paginated list of tasks

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-tasks",
  "nodeParams": {
    "action": "list_tasks",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-task" />

#### Example 114: ServiceBridge - Get Task

Get a specific task

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-task",
  "nodeParams": {
    "action": "get_task",
    "params": {
      "taskId": "2300"
    }
  }
}
```

***

<a id="servicebridge-create-task" />

#### Example 115: ServiceBridge - Create Task

Create a new task

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-task",
  "nodeParams": {
    "action": "create_task",
    "params": {
      "input": {
        "Title": "Follow up call",
        "DueDate": "2026-01-30"
      }
    }
  }
}
```

***

<a id="servicebridge-update-task" />

#### Example 116: ServiceBridge - Update Task

Update a task

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-task",
  "nodeParams": {
    "action": "update_task",
    "params": {
      "taskId": "2300",
      "input": {
        "SparseUpdate": true,
        "Version": 1,
        "Status": "Completed",
        "UpdateStatus": true
      }
    }
  }
}
```

***

<a id="servicebridge-list-activity-notes" />

#### Example 117: ServiceBridge - List Activity Notes

Get notes for an entity

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-activity-notes",
  "nodeParams": {
    "action": "list_activity_notes",
    "params": {
      "entityType": "Customer",
      "entityId": "123",
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-get-activity-note" />

#### Example 118: ServiceBridge - Get Activity Note

Get a specific note

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-activity-note",
  "nodeParams": {
    "action": "get_activity_note",
    "params": {
      "noteId": "2400"
    }
  }
}
```

***

<a id="servicebridge-create-activity-note" />

#### Example 119: ServiceBridge - Create Activity Note

Create a new note

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-activity-note",
  "nodeParams": {
    "action": "create_activity_note",
    "params": {
      "input": {
        "EntityType": "Customer",
        "EntityId": 123,
        "Note": "Customer called about installation schedule"
      }
    }
  }
}
```

***

<a id="servicebridge-update-activity-note" />

#### Example 120: ServiceBridge - Update Activity Note

Update a note

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-activity-note",
  "nodeParams": {
    "action": "update_activity_note",
    "params": {
      "noteId": "2400",
      "input": {
        "Note": "Updated note content"
      }
    }
  }
}
```

***

<a id="servicebridge-delete-activity-note" />

#### Example 121: ServiceBridge - Delete Activity Note

Delete a note

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-activity-note",
  "nodeParams": {
    "action": "delete_activity_note",
    "params": {
      "noteId": "2400"
    }
  }
}
```

***

<a id="servicebridge-list-custom-fields" />

#### Example 122: ServiceBridge - List Custom Fields

Get custom fields by entity type (required: Job, Customer, Part, Personnel, Task, JobPart, Equipment, Companies, Location)

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

***

<a id="servicebridge-get-custom-field" />

#### Example 123: ServiceBridge - Get Custom Field

Get a specific custom field

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-custom-field",
  "nodeParams": {
    "action": "get_custom_field",
    "params": {
      "fieldId": "2500"
    }
  }
}
```

***

<a id="servicebridge-create-custom-field" />

#### Example 124: ServiceBridge - Create Custom Field

Create a new custom field

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-custom-field",
  "nodeParams": {
    "action": "create_custom_field",
    "params": {
      "input": {
        "Name": "Lead Source",
        "FieldType": "Text"
      }
    }
  }
}
```

***

<a id="servicebridge-update-custom-field" />

#### Example 125: ServiceBridge - Update Custom Field

Update a custom field

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-custom-field",
  "nodeParams": {
    "action": "update_custom_field",
    "params": {
      "fieldId": "2500",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-custom-field" />

#### Example 126: ServiceBridge - Delete Custom Field

Delete a custom field

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-custom-field",
  "nodeParams": {
    "action": "delete_custom_field",
    "params": {
      "fieldId": "2500"
    }
  }
}
```

***

<a id="servicebridge-list-custom-field-groups" />

#### Example 127: ServiceBridge - List Custom Field Groups

Get custom field groups by entity type (required: Job, Customer, Part, Personnel, Task, JobPart, Equipment, Companies, Location)

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-custom-field-groups",
  "nodeParams": {
    "action": "list_custom_field_groups",
    "params": {
      "page": 1,
      "pageSize": 50,
      "type": "Customer"
    }
  }
}
```

***

<a id="servicebridge-get-custom-field-group" />

#### Example 128: ServiceBridge - Get Custom Field Group

Get a specific group

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-custom-field-group",
  "nodeParams": {
    "action": "get_custom_field_group",
    "params": {
      "groupId": "2600"
    }
  }
}
```

***

<a id="servicebridge-create-custom-field-group" />

#### Example 129: ServiceBridge - Create Custom Field Group

Create a new group

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-create-custom-field-group",
  "nodeParams": {
    "action": "create_custom_field_group",
    "params": {
      "input": {
        "Name": "Lead Information"
      }
    }
  }
}
```

***

<a id="servicebridge-update-custom-field-group" />

#### Example 130: ServiceBridge - Update Custom Field Group

Update a group

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-update-custom-field-group",
  "nodeParams": {
    "action": "update_custom_field_group",
    "params": {
      "groupId": "2600",
      "input": {
        "SparseUpdate": true,
        "Version": 1
      }
    }
  }
}
```

***

<a id="servicebridge-delete-custom-field-group" />

#### Example 131: ServiceBridge - Delete Custom Field Group

Delete a group

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-delete-custom-field-group",
  "nodeParams": {
    "action": "delete_custom_field_group",
    "params": {
      "groupId": "2600"
    }
  }
}
```

***

<a id="servicebridge-list-assets" />

#### Example 132: ServiceBridge - List Assets

Get a paginated list of assets

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-assets",
  "nodeParams": {
    "action": "list_assets",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-list-accounting-accounts" />

#### Example 133: ServiceBridge - List Accounting Accounts

Get all accounting accounts

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-accounting-accounts",
  "nodeParams": {
    "action": "list_accounting_accounts",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-list-sales-representatives" />

#### Example 134: ServiceBridge - List Sales Representatives

Get all sales reps

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-sales-representatives",
  "nodeParams": {
    "action": "list_sales_representatives",
    "params": {
      "page": 1,
      "pageSize": 50
    }
  }
}
```

***

<a id="servicebridge-list-taxes" />

#### Example 135: ServiceBridge - List Taxes

Get all tax configurations

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-taxes",
  "nodeParams": {
    "action": "list_taxes",
    "params": {}
  }
}
```

***

<a id="servicebridge-list-terms" />

#### Example 136: ServiceBridge - List Terms

Get all payment terms

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-list-terms",
  "nodeParams": {
    "action": "list_terms",
    "params": {}
  }
}
```

***

<a id="servicebridge-get-company-statistics" />

#### Example 137: ServiceBridge - Get Company Statistics

Get company-wide statistics

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-company-statistics",
  "nodeParams": {
    "action": "get_company_statistics",
    "params": {}
  }
}
```

***

<a id="servicebridge-get-invoice-statistics" />

#### Example 138: ServiceBridge - Get Invoice Statistics

Get invoice-related statistics

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-invoice-statistics",
  "nodeParams": {
    "action": "get_invoice_statistics",
    "params": {}
  }
}
```

***

<a id="servicebridge-get-job-statistics" />

#### Example 139: ServiceBridge - Get Job Statistics

Get job-related statistics

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-job-statistics",
  "nodeParams": {
    "action": "get_job_statistics",
    "params": {}
  }
}
```

***

<a id="servicebridge-get-payment-statistics" />

#### Example 140: ServiceBridge - Get Payment Statistics

Get payment-related statistics

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-payment-statistics",
  "nodeParams": {
    "action": "get_payment_statistics",
    "params": {}
  }
}
```

***

<a id="servicebridge-get-report" />

#### Example 141: ServiceBridge - Get Report

Generate a report

```json theme={null}
{
  "automationType": "servicebridge",
  "nodeId": "servicebridge-get-report",
  "nodeParams": {
    "action": "get_report",
    "params": {
      "reportType": "Summary"
    }
  }
}
```

***

<a id="servicebridge-get-active-users-history" />

#### Example 142: ServiceBridge - Get Active Users History

Get user activity history

```json theme={null}
{
  "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

* [https://api.servicebridge.com/](https://api.servicebridge.com/)
