Integrate ServiceM8 with Zoho Vault

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

Build your own integrations between ServiceM8 and Zoho Vault

Connect ServiceM8 and Zoho Vault with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate ServiceM8 and Zoho Vault using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form completed

Triggers when the specified form is completed

Material created

Triggers when a new material is created

Material created or updated

Triggers when new material is created or updated

Client created or updated

Triggers when a client is created or updated

Contact created or updated

Triggers when a contact is created or updated

Job created or updated

Triggers when a job is created or updated

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Add note

Creates a new note

Create job material

Creates a new job material

Create material

Creates a new material

Create job

Creates a new job

Create task

Creates a new task

Create job activity

Creates a new job activity

Create client

Creates a new 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

Update client

Updates the details of an existing client

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

Fetch material using name

Fetches the details of an existing material using name

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

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

Share folder with users

Shares 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

Stop sharing folder with users

Stop sharing the selected folder with the specified users

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.

Bookings/Scheduling

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.

IT Security Zoho

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.

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Louis Castellano

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.

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Director, Perth Security Services

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Toto

Technical Engineer, Master Liveaboards

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