Integrate Zoho Forms with ServiceM8
Send information between Zoho Forms and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Forms and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry denied
Triggers when a form entry is denied
Form entry submitted
Triggers when a new form entry is submitted
Form entry approved
Triggers when a form entry is approved
Form entry updated
Triggers when an existing form entry is updated by the user
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
What is Zoho Forms?
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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.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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 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
