Integrate Productive with ServiceM8

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

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Supported triggers and actions

Integrate Productive and ServiceM8 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contract created

Triggers when a new contract is created

Task created

Triggers when a new task is created

Booking created

Triggers when a new booking is created

Contact created

Triggers when a new contact is added

Deal created

Triggers when a new deal is created

Material created

Triggers when a new material is created

Job created or updated

Triggers when a job is created or updated

Contact created or updated

Triggers when a contact is created or updated

Job queued

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

Material created or updated

Triggers when new material is created or updated

Client created or updated

Triggers when a client is created or updated

Form completed

Triggers when the specified form is completed

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create task

Creates a new task

Create contact

Creates a new contact

Create project

Creates a new project

Create booking

Creates a new booking

Create contract

Creates a new contract

Update contact

Updates the details of an existing contact

Update booking

Updates the details of an existing booking

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update deal

Updates the details of an existing deal

Update contract

Updates the details of an existing contract

Fetch deal

Fetches the details of an existing deal using ID

Fetch people

Fetches the details of the specified people

Fetch task

Fetches the details of an existing task using task ID

Fetch booking

Fetches the details of an existing booking using ID

Fetch contract

Fetches the details of an existing contract using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch project

Fetches the details of an existing project using project ID

Fetch company

Fetches the details of an existing company using name

Create job

Creates a new job

Create task

Creates a new task

Add note

Creates a new note

Create job material

Creates a new job material

Create job activity

Creates a new job activity

Create material

Creates a new material

Create client

Creates a new client

Create contact

Creates a new contact

Update client

Updates the details of an existing client

Update material

Updates the details of an existing material

Update job

Updates the details of an existing job

Update contact

Updates the details of an existing contact by their UUID

Fetch job contact

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

Fetch material using name

Fetches the details of an existing material using name

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 client

Fetches the details of an existing client using their ABN number or ID or name

What is Productive?

Productive is a project management tool that includes everything you need to run a profitable agency

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

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.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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