Integrate Referral Rock with ServiceM8

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

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Supported triggers and actions

Integrate Referral Rock and ServiceM8 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Email address added to unsubscribed list

Triggers when an email address is added to unsubscribed list for all email types

Member updated

Triggers when the details of an existing member are updated

Program created

Triggers when a new program is created

Referral status updated

Triggers when the status of an existing referral is updated

Reward created

Triggers when a new reward is created

Referral created

Triggers when a new referral is created

Member added

Triggers when a new member is signed up

Reward updated

Triggers when the details of an existing reward are updated

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

Contact created or updated

Triggers when a contact is created or updated

Material created

Triggers when a new material is created

All Actions - Actions are the automated tasks

Add referral

Adds a new referral from a member

Unsubscribe email address

Adds the specified email address to the unsubscription list

Add member

Adds a new member to the selected referral program

Fetch member

Fetches the details of an existing member

Add note

Creates a new note

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

Create contact

Creates a new contact

Create job activity

Creates a new job activity

Create material

Creates a new material

Update job

Updates the details of an existing job

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

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

Fetch job contact

Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number

What is Referral Rock?

Referral Rock is an online referral marketing automation suite that helps businesses design marketing programs. It offers a great sharing experience for more word of mouth, and lets you launch on-brand programs faster with no developers required.

CRM Marketing Automation

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 FSM

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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