Integrate ServiceM8 with Zoho Cliq

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

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Post a message in a channel in Zoho Cliq when a new material is created in ServiceM8

Integrate ServiceM8 with Zoho Cliq using Zoho Flow. Whenever a new material is created in ServiceM8, Zoho Flow automatically posts a message in a channel in Zoho Cliq. 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 new material is created in ServiceM8.
  2. Zoho Flow posts a message in a channel in Zoho Cliq.
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Post a message in a channel in Zoho Cliq when a new material is created in ServiceM8

ServiceM8 + Zoho Cliq

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Supported triggers and actions

Integrate ServiceM8 and Zoho Cliq 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

New channel added

Triggers when a new channel is created in your organization

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

Add channel member

Adds a new channel member

Add user status

Adds the specified status to an existing user

Pin message

Pin an existing message in a conversation using message ID

Message to bot

Sends a message to the selected bot

Invite user

Sends an invitation email to the specified email address

Message as bot to user

Posts a message as a bot to the specified user

Post card to channel

Posts a card to the specified channel

Message as bot on channel

Message as a bot on the specified channel

Add bot in a channel

Adds a bot to the selected channel

Message in channel

Posts a message in a channel

Delete channel

Deletes the selected channel

Create thread

Creates a new thread using message ID

Create channel

Creates a new channel

Message user

Sends a message to the specified user

Post card to chat

Posts a card to the specified chat

Message as bot

Posts message as the specified bot in the selected chat or channel

Update channel member role

Updates the role of a channel member

Unarchive channel

Unarchives the selected channel

Update user

Updates the details of an existing user

Archive channel

Archives the selected channel

Update channel

Updates the details of an existing channel

Fetch team

Fetches the details of an existing team by name

Fetch user by search term

Fetches an existing user by name or email address

Fetch channel

Fetches the details of an existing channel by name

Fetch user by email or ZUID

Fetches an existing user by email or ZUID

Remove channel member

Removes the specified member from the selected channel

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 Cliq?

Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.

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

Owain ap Rees

Sales Director, Artico

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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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