Integrate ServiceM8 with Quotient
Send information between ServiceM8 and Quotient automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and Quotient using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New Quote Accepted
Triggers when a quote is accepted
Quote Declined
Triggers when a quote is declined
Customer Viewed Quote
Triggers every time a customer views a quote. Multiple viewings within a 6 hour period will only trigger on the first view.
Customer Asked Question
Triggers when a customer asks a new question
Quote Sent
Triggers when a new quote is sent
All Actions - Actions are the automated tasks
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 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
What is Quotient?
Quotient lets you deliver quotes customized with your business's branding visuals. See when your customer opens the quote, get notified when to follow up right on your dashboard, and get a rolling total value of approved quotes.
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.
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 >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
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