Integrate ServiceM8 with Zoho Billing
Send information between ServiceM8 and Zoho Billing automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and Zoho Billing 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
Estimate updated
Triggers when the details of an existing estimate are updated
Subscription billing date updated
Triggers when the billing date of a subscription is updated
Subscription expiry date updated
Triggers when the expiry date of a subscription is updated
Estimate created
Triggers when a new estimate is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Subscription canceled
Triggers when a subscription is canceled
Customer updated
Triggers when the details of an existing customer are updated
Subscription renewed
Triggers when a subscription is renewed
Plan added
Triggers when a new plan is added
Subscription updated
Triggers when the details of an existing subscription are updated
Payment method removed
Triggers when an existing payment method is removed
Customer created
Triggers when a new customer is created
Subscription reactivated
Triggers when a subscription is reactivated
Invoice created
Triggers when a new invoice is created
Subscription downgraded
Triggers when a subscription is downgraded
Card added
Triggers when a new card is added
Payment successful
Triggers when a payment is processed successfully
Subscription resumed
Triggers when a subscription is resumed
Payment refunded
Triggers when a payment is refunded to a customer
Subscription upgraded
Triggers when an existing subscription is upgraded
Payment method updated
Triggers when the details of an existing payment method are updated
Subscription expired
Triggers when a subscription expires
Subscription to be renewed
Triggers 5 days before a subscription is to be renewed
Product created
Triggers when a new product is created
Payment failed
Triggers when there is an error in processing a payment
Plan updated
Triggers when any detail of an existing plan is updated
Subscription deleted
Triggers when a subscription is deleted
Subscription created
Triggers when a new subscription is created
Subscription activated
Triggers when a new subscription is activated
Subscription paused
Triggers when a subscription is paused
Subscription marked as unpaid
Triggers when a subscription is marked as unpaid
Payment method added
Triggers when a new payment method is added
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
Renew subscription
Renews an existing subscription
Record customer payment
Records a payment for an existing customer invoice
Create invoice
Creates a new invoice
Create subscription estimate
Creates a new subscription estimate
Send invoice
Sends an existing invoice to the specified recipients
Enable portal access
Enables portal access for the specified customer
Create subscription
Creates a new subscription
Update estimate status
Updates the status of an existing estimate
Associate coupon
Associates a coupon with the selected subscription
Update next billing date
Updates the next billing date of an existing subscription
Create customer
Creates a new customer
Cancel subscription
Cancels the specified subscription
Send estimate
Sends an existing estimate to the specified recipients
Create coupon
Creates a new coupon
Send customer statement
Sends an existing customer statement to the specified email addresses
Create item
Creates a new item
Request payment method
Sends an email to the specified customer requesting payment details for subscription payment
Create estimate
Creates a new estimate
Update estimate
Updates the details of an existing estimate
Update coupon status
Updates the status of the specified coupon
Update subscription
Updates the details of an existing subscription
Update customer
Updates the details of an existing customer
Update coupon
Updates the details of an existing coupon
Update invoice
Updates the details of an existing invoice
Update item
Updates the details of an existing item
Fetch item
Fetches the details of an existing item by ID or name or SKU
Fetch coupon
Fetches the details of an existing coupon by code or name
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch customer
Fetches the details of an existing customer
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by ID or estimate number or reference number
Fetch plan
Fetches the details of an existing plan by code or name
Resume subscription
Resumes the specified subscription
Fetch subscription
Fetches the details of an existing subscription
Fetch scheduled changes
Fetches the scheduled changes of an existing subscription
Pause subscription
Pauses the specified subscription
Fetch addon
Fetches the details of an existing addon by code or name
Extend subscription
Extends the specified subscription
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 Zoho Billing?
Zoho Billing helps businesses automate recurring billing and manage subscriptions. Handle customer lifecycles from sign-ups to payments, run promotional campaigns, tackle churn, 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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
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!
Josh Lucas
Head of Operations, AAA Band Rentals
