Integrate Mattermark with ServiceM8
Send information between Mattermark and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Mattermark and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created or updated
Triggers when a contact is created or updated
Material created
Triggers when a new material is created
Client created or updated
Triggers when a client 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
Material created or updated
Triggers when new material is created or updated
Job created or updated
Triggers when a job is created or updated
All Actions - Actions are the automated tasks
Fetch investor
Fetches the details of an existing investor. Details include the size of their portfolio, stats around their portfolio, and funding deals
Fetch portfolio
Fetches the list of portfolio companies for the specified investor
Fetch investor using filters
Fetches the details of an existing investor using filters
Fetch company
Fetches the details of an existing company using ID, name, or domain
Create contact
Creates a new contact
Create job activity
Creates a new job activity
Create material
Creates a new material
Create job material
Creates a new job material
Create job
Creates a new job
Create task
Creates a new task
Create client
Creates a new client
Add note
Creates a new note
Update contact
Updates the details of an existing contact by their UUID
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
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 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
Fetch contact
Fetches the details of an existing contact using their email address or ID or phone number
What is Mattermark?
Mattermark is a data platform that lets you search for companies and investors to effortlessly create actionable lists for leads.
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.
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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
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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
