Integrate ServiceM8 with Zoho Vault
Send information between ServiceM8 and Zoho Vault automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and Zoho Vault 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
Client created or updated
Triggers when a client 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
All Actions - Actions are the automated tasks
Add note
Creates a new note
Create job
Creates a new job
Create task
Creates a new task
Create job material
Creates a new job material
Create contact
Creates a new contact
Create material
Creates a new material
Create job activity
Creates a new job activity
Create client
Creates a new client
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 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
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
Share folder with users
Shares the selected folder with the specified users
Share password with user groups
Shares the selected password with the specified user groups
Share folder to group
Shares the selected folder to the specified group
Share password with users
Shares the selected password with the specified users
Create folder
Creates a new folder
Stop sharing folder with users
Stop sharing the selected folder with the specified users
Stop sharing password with users
Stop sharing the selected password with the specified users
Stop sharing password with user groups
Stop sharing the selected password with the selected user groups
Fetch user - By name
Fetches the details of an existing user by name
Fetch user group
Fetches the details of an existing user group by name
Fetch folder
Fetches the details of an existing folder by name
Fetch user - By email address
Fetches the details of an existing user using email address
Fetch password
Fetches an existing password by name
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 Zoho Vault?
Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere.
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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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
