Integrate SendGrid with ServiceM8
Send information between SendGrid and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate SendGrid and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
New report generated
Triggers when a new email campaign report is generated
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
Create suppression group
Creates a new suppression group
Add email address to suppression group
Adds the specified email address to the selected suppression group
Create single send email
Creates a single send email and stores it in draft
Add or update contact
Adds a new contact. Updates the details if it already exists.
Send email
Sends an email to the specified recipients
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 SendGrid?
SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement.
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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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