Integrate ServiceM8 with Bigin by Zoho CRM
Send information between ServiceM8 and Bigin by Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new note in ServiceM8 when a new contact is created in Bigin by Zoho CRM
Integrate Bigin by Zoho CRM with ServiceM8 using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically creates a new note in ServiceM8. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow creates a new note in ServiceM8.
Create a new note in ServiceM8 when a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + ServiceM8
Update the details of an existing material in ServiceM8 when a new contact is created in Bigin by Zoho CRM
Integrate Bigin by Zoho CRM with ServiceM8 using Zoho Flow. Whenever a new contact is created in Bigin by Zoho CRM, Zoho Flow automatically updates the details of an existing material in ServiceM8. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new contact is created in Bigin by Zoho CRM.
- Zoho Flow updates the details of an existing material in ServiceM8.
Update the details of an existing material in ServiceM8 when a new contact is created in Bigin by Zoho CRM
Bigin by Zoho CRM + ServiceM8
Build your own integrations between ServiceM8 and Bigin by Zoho CRM
Connect ServiceM8 and Bigin by Zoho CRM with over 1000+ 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 Bigin by Zoho CRM 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
Client created or updated
Triggers when a client is created or updated
Material created or updated
Triggers when new material is created or updated
Material created
Triggers when a new material is created
Job created or updated
Triggers when a job is created or updated
Job queued
Triggers when a job is assigned to or removed from a queue
Form completed
Triggers when the specified form is completed
Note added
Triggers when a new note is added
Contact created
Triggers when a new contact is created
Task created
Triggers when a new task is created
Call updated
Triggers when any detail of an existing call is updated
Pipeline record created
Triggers when a new pipeline record is created
Product created
Triggers when a new product is created
Call created
Triggers when a new call is created
Company created
Triggers when a new company is created
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Pipeline record stage updated
Triggers when the details of a pipeline record stage is updated
Product updated
Triggers when any detail of an existing product is updated
Task updated
Triggers when any detail of an existing task is updated
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
Contact created or updated
Triggers when a new contact is created or updated
Event updated
Triggers when any detail of an existing event is updated
Contact updated
Triggers when any detail of an existing contact is updated
User added
Triggers when a new user is added
Event created
Triggers when a new event is created
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Company updated
Triggers when any detail of an existing company is updated
All Actions - Actions are the automated tasks
Create client
Creates a new client
Add note
Creates a new note
Create job
Creates a new job
Create contact
Creates a new contact
Create material
Creates a new material
Create task
Creates a new task
Create job activity
Creates a new job activity
Create job material
Creates a new job material
Update client
Updates the details of an existing 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
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 material using name
Fetches the details of an existing material using name
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
Fetch job
Fetches details for an existing job using its UUID
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
Create or update contact
Creates a new contact or updates the details of an existing contact
Create or update product
Creates a new product or updates the details of an existing product
Create or update company
Creates a new company or updates the details of the company if it already exists
Create task
Creates a new task
Create tag
Creates a new tag in the selected module
Create call
Creates a new call
Remove tag from record
Removes an existing tag from the specified record
Send email
Sends an email to the specified contact
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Add tag to record
Adds a tag to the specified record
Create user
Creates a new user
Add note
Adds a note to the selected module
Create event
Creates a new event
Update product
Updates the details of an existing product
Update pipeline record
Updates the details of an existing pipeline record
Update call
Updates the details of an existing call
Update event
Updates the details of an existing event
Update user
Updates the existing user
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Add product to pipeline record
Adds a product to the selected pipeline record
Fetch call
Fetches the details of an existing call by its ID or the contact ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch event
Fetches the details of an existing event by title or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch user
Fetches the details of an existing user by email address or ID
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.
Similar apps
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.
Learn more >
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
