Integrate ServiceM8 with Saasu

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

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Supported triggers and actions

Integrate ServiceM8 and Saasu 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

New item

Triggers when a new item is created

New contact

Triggers when a new contact is created

New activity

Triggers when a new activity is created

Contact updated

Triggers when the details of an existing contact are updated

New company

Triggers when a new company is created

New purchase order

Triggers when a new purchase order is created

New invoice

Triggers when a new invoice 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 journal

Creates a new journal

Create activity

Creates a new activity

Create item invoice

Creates a new invoice with item layout and inventory items

Create company

Creates a new company

Create service invoice

Creates a new invoice with service layout

Create account

Creates a new account

Create item

Creates a new item

Create inventory adjustment

Creates a new inventory adjustmemt

Create contact

Creates a new contact

Update company

Updates the details of an existing company

Update contact

Updates details of the selected contact

Fetch contact - By email address or name

Fetches the details of a contact by email address, first name, or last name

Update inventory adjustment

Updates the details of an existing inventory adjustment

Update activity

Updates the details of an existing activity

Update account

Updates the details of an existing account

Fetch contact

Fetches details of the selected contact

Update journal

Updates the details of an existing journal

Fetch Invoice

Fetches details of the selected invoice

Search invoice

Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.

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

What is Saasu?

Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.

Accounting

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 >

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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

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