Integrate ServiceM8 with 900+ apps

Create business workflows for ServiceM8 without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular ServiceM8 workflows

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Create a job in ServiceM8 when a quote is created in Zoho CRM

Eliminate duplications and streamline your service delivery to customers through automation. This flow will create a job in ServiceM8 when a quote is created in Zoho CRM.


How it works
1. A quote is created in Zoho CRM.
2. Zoho Flow will create a job in ServiceM8.
Use this flow
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Create a job in ServiceM8 when a quote is created in Zoho CRM

Zoho CRM + ServiceM8

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Create a new job in ServiceM8 from new WPForms submissions

Convert form submissions into actionable tasks to promptly address customer needs. This flow will create a job in ServiceM8 when a form is submitted in WPForms.


How it works
1. A form is submitted in WPForms.
2. Zoho Flow will create a job in ServiceM8.
Use this flow
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Create a new job in ServiceM8 from new WPForms submissions

WPForms + ServiceM8

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Send a team notification in Slack when a job is created in ServiceM8

Automate the process of informing your team when a new task is created. This flow will send a Slack channel notification when a job is created in ServiceM8.

How it works
1. A job is created in Service M8.
2. Zoho Flow will send a notification in Slack.
Use this flow
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Send a team notification in Slack when a job is created in ServiceM8

ServiceM8 + Slack

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Send an SMS in Twilio when a job is created in ServiceM8

Notify employees about new jobs in ServiceM8 via SMS more efficiently. This flow will send an SMS message from Twilio when a job is created in ServiceM8.


How it works
1. A job is created in ServiceM8.
2. Zoho Flow will send a Twilio SMS to employees.
Use this flow
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Send an SMS in Twilio when a job is created in ServiceM8

ServiceM8 + Twilio

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Create a job in ServiceM8 when a ticket is created in Zendesk

Convert your tickets into actionable items to improve your service. This flow will create a job in ServiceM8 when a ticket is created in Zendesk.

How it works
1. A ticket is created in Zendesk.
2. Zoho Flow will create a job in Service M8.
Use this flow
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Create a job in ServiceM8 when a ticket is created in Zendesk

Zendesk + ServiceM8

Build your own ServiceM8 integrations

Connect ServiceM8 with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your ServiceM8 workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form completed

Triggers when the specified form is completed

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

Client created or updated

Triggers when a client is created or updated

All Actions - Actions are the automated tasks

Create job material

Creates a new job material

Add note

Creates a new note

Create client

Creates a new client

Create material

Creates a new material

Create task

Creates a new task

Create job

Creates a new job

Create contact

Creates a new contact

Update job

Updates the details of an existing job

Update client

Updates the details of an existing client

Update contact

Updates the details of an existing contact by their UUID

Update material

Updates the details of an existing material

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 contact

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

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 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

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.

Learn more >

Logic

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

Learn more >

Custom functions

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

Learn more >

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

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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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