Integrate Kanban Tool with ServiceM8

Send information between Kanban Tool and ServiceM8 automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Kanban Tool and ServiceM8 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Card archived

Triggers when an existing card is archived

Comment added

Triggers when a new comment is added in an existing task

Card created

Triggers when a new card is created in the selected board

Card updated

Triggers when the details of an existing card are updated

Card moved

Triggers when an existing card is moved

Material created

Triggers when a new material is created

Contact created or updated

Triggers when a contact is created or updated

Job created or updated

Triggers when a job is created or updated

Material created or updated

Triggers when new material is created or updated

Job queued

Triggers when a job is assigned to or removed from a queue

Form completed

Triggers when the specified form is completed

Client created or updated

Triggers when a client is created or updated

All Actions - Actions are the automated tasks

Create card comment

Creates a new comment in the specified card

Create checklist item

Creates a checklist item

Create card

Creates a new card in the selected board

Update card

Updates the details of an existing card

Update checklist item

Updates the details of an existing checklist item

Archive or unarchive card

Archives or unarchives the specified card

Create material

Creates a new material

Create job activity

Creates a new job activity

Create contact

Creates a new contact

Create client

Creates a new client

Create task

Creates a new task

Create job

Creates a new job

Create job material

Creates a new job material

Add note

Creates a new note

Update material

Updates the details of an existing material

Update client

Updates the details of an existing client

Update contact

Updates the details of an existing contact by their UUID

Update job

Updates the details of an existing job

Fetch contact

Fetches the details of an existing contact using their email address or ID or phone number

Fetch material using name

Fetches the details of an existing material using name

Fetch client

Fetches the details of an existing client using their ABN number or ID or name

Fetch material using item number

Fetches the details of an existing material using item number

Fetch job contact

Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number

What is Kanban Tool?

Kanban Tool is a visual project management application. You can plan tasks with customizable templates, collaborate with your team in real time, and generate time reports.

Project Management

What is ServiceM8?

ServiceM8 is a cloud-based field service management solution that lets you track staff locations, navigate to jobs, manage your estimates and invoices, and more.

Bookings/Scheduling FSM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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