Integrate Nutshell with ServiceM8
Send information between Nutshell and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Nutshell and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Activity created
Triggers when a new activity is created
Lead won
Triggers when a new lead is won
Person created
Triggers when a new person is created
Lead added
Triggers when a new lead is added
Company created
Triggers when a new company is created
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 person
Creates a new person
Create company
Creates a new company
Create lead
Creates a new lead
Fetch person by email
Fetches the details of an existing person by email address
Fetch account by ID
Fetches the details of an existing account by id
Fetch account by name
Fetches the details of an existing account by name
Fetch lead
Fetches the details of an existing lead by email address of associated contact
Fetch person by id
Fetches the details of an existing person by id
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 Nutshell?
Nutshell is a sales automation and CRM tool that helps your sales reps win more deals, with fast onboarding, powerful reporting, and free support.
Similar apps
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.
Similar apps
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
