Integrate ServiceM8 with OnePageCRM
Send information between ServiceM8 and OnePageCRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and OnePageCRM 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
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
Deal won
Triggers when a deal is won
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
New contact
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
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
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Head of Operations, AAA Band Rentals
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
