Integrate ServiceM8 with Zoho Analytics

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

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Create a new row in the selected table in Zoho Analytics when a job is created or updated in ServiceM8

Integrate ServiceM8 with Zoho Analytics using Zoho Flow. Whenever a job is created or updated in ServiceM8, Zoho Flow automatically creates a new row in the selected table in Zoho Analytics. This integration keeps your workflows in sync and eliminates manual work.

Set up this flow in minutes — no coding required.

How it works
  1. The flow triggers when a job is created or updated in ServiceM8.
  2. Zoho Flow creates a new row in the selected table in Zoho Analytics.
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Create a new row in the selected table in Zoho Analytics when a job is created or updated in ServiceM8

ServiceM8 + Zoho Analytics

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Supported triggers and actions

Integrate ServiceM8 and Zoho Analytics using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Job queued

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

Form completed

Triggers when the specified form is completed

Contact created or updated

Triggers when a contact is created or updated

Client created or updated

Triggers when a client is created or updated

Material created or updated

Triggers when new material is created or updated

Material created

Triggers when a new material is created

Job created or updated

Triggers when a job is created or updated

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create job activity

Creates a new job activity

Create job material

Creates a new job material

Create client

Creates a new client

Add note

Creates a new note

Create job

Creates a new job

Create contact

Creates a new contact

Create material

Creates a new 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

Update material

Updates the details of an existing material

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 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 job

Fetches details for an existing job using its UUID

Fetch job contact

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

Create slideshow

Creates a slideshow in the specified workspace

Create user group

Creates a new user group in the specified workspace

Create row

Creates a new row in the selected table

Share views

Shares a view with the specified users

Create user

Creates a new user in the specified organization

Add group members

Adds the user to the specified group

Update row

Updates the details of an existing row

Create or update row

Creates a new record or updates the details of an existing record in the selected table

Move views to folder

Moves a view to the specified folder

Remove group members

Removes a user from the specified group

Fetch row

Fetches the details of an existing row

Fetch view

Fetches the details of an existing view

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

What is Zoho Analytics?

Zoho Analytics is an online reporting and business intelligence service that helps you analyze your business data and create reports and dashboards for informed decision-making. You can merge data across different sources and have full control over who can do what with your reports.

Dashboard Zoho

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. 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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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