Integrate PlanSo Forms with ServiceM8
Send information between PlanSo Forms and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PlanSo Forms and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Material created or updated
Triggers when new material is created or updated
Material created
Triggers when a new material is created
Contact created or updated
Triggers when a contact is created or updated
Form completed
Triggers when the specified form is completed
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
Job created or updated
Triggers when a job is created or updated
All Actions - Actions are the automated tasks
Create job material
Creates a new job material
Add note
Creates a new note
Create job activity
Creates a new job activity
Create task
Creates a new task
Create job
Creates a new job
Create contact
Creates a new contact
Create client
Creates a new client
Create material
Creates a new material
Update contact
Updates the details of an existing contact by their UUID
Update material
Updates the details of an existing material
Update job
Updates the details of an existing job
Update client
Updates the details of an existing client
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
Fetch material using item number
Fetches the details of an existing material using item number
What is PlanSo Forms?
PlanSo Forms is a quick and easy form builder with an intuitive and user-friendly interface. It also provides features such as auto-responder emails after form submissions, integrated spam protection, file submissions within forms, and more.
Similar apps
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.
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
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CEO, Fabricroot
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
