Integrate ServiceM8 with Lead Liaison
Send information between ServiceM8 and Lead Liaison automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and Lead Liaison using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Client created or updated
Triggers when a client is created or updated
Contact created or updated
Triggers when a contact is created or updated
Material created
Triggers when a new material is created
Material created or updated
Triggers when new material is created or updated
Job created or updated
Triggers when a job is created or updated
Form completed
Triggers when the specified form is completed
Job queued
Triggers when a job is assigned to or removed from a queue
New prospect
Triggers when a new prospect is created
New form submission
Triggers when there is a new submission for the selected form
New email
Triggers when a new email is sent
All Actions - Actions are the automated tasks
Create material
Creates a new material
Create contact
Creates a new contact
Create job activity
Creates a new job activity
Create task
Creates a new task
Create client
Creates a new client
Create job material
Creates a new job material
Create job
Creates a new job
Add note
Creates a new note
Update material
Updates the details of an existing material
Update contact
Updates the details of an existing contact by their UUID
Update client
Updates the details of an existing client
Update job
Updates the details of an existing job
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
Fetch material using item number
Fetches the details of an existing material using item number
Fetch contact
Fetches the details of an existing contact using their email address or ID or phone number
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
Fetch material using name
Fetches the details of an existing material using name
Add prospect to list
Adds a prospect to the selected list
Create prospect
Creates a new prospect
Update prospect
Updates the details of an existing prospect
Fetch prospect - By email
Fetches the details of an existing prospect by email address
Fetch prospect - By ID
Fetches the details of an existing prospect by ID
Remove prospect from list
Removes a prospect from the selected list
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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What is Lead Liaison?
Lead Liaison is a marketing automation and lead management tool. You can track website visitors, personalize website experiences, and assign lead ownership through custom criteria.
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