ServiceM8 and Salesflare
How to connect ServiceM8
- Via Zapier — 7 operations available. Set it up ↗
- Via Make — 16 modules available. Set it up ↗
What you can automate
- When new Client in ServiceM8, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Form Response in ServiceM8, find or create contact in Salesflare.
About ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
ServiceM8 operations on Zapier
Triggers (5)
Start a workflow when this happens
- Job Completed — Triggers when a Job's status changes to Completed.
- Job Queued — Triggers when a Job is assigned to a Queue.
- New Client — Triggers when a new Client is created.
- New Form Response — Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
- New Job — Triggers when a new job is created.
Actions (2)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Job — Creates a new job.
ServiceM8 operations on Make
Triggers (3)
Start a workflow when this happens
- Watch Form Response — Triggers when a form is completed. Requires the forms add-on to be enabled in your ServiceM8 account.
- Watch Jobs — Triggers when a new job is created or a job's status is updated.
- Watch New Client — Triggers when a new client is created.
Actions (10)
Things Salesflare can make it do
- Create a Client — Creates a new client.\n\n
- Create a Job — Creates a new job.
- Create a Job Contact — Creates a new job contact.
- Delete a Client — Deletes a specific client by id.
- Delete a Job — Removes the selected job from the list.
Show 5 more actions
- Get a Client — Gets information about the selected customer.
- Get a Job — Gets information about a specific job.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a Client — Updates work data for a specific client by id.
- Update a Job — Updates information about a specific job.
Searches (3)
Look up existing records
- List Clients — Provides a list of all customers.
- List Jobs — Returns the entire list of jobs.\n
- Search Job Contacts — Searches job contacts by given criteria.
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