Integrate ServiceM8 with Zoho Directory
Send information between ServiceM8 and Zoho Directory automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and Zoho Directory 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
User added to group
Triggers when a user is added to an existing group
User created
Triggers when a new user is created
User removed from group
Triggers when a user is removed from an existing group
User deactivated
Triggers when an existing user is deactivated
User activated
Triggers when an inactive user is activated
User updated
Triggers when the details of an existing user are updated
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 user
Creates a new user
Add user to group
Adds a user to an existing group
Update user
Updates the details of an existing user
Activate user
Activates an inactive user
Fetch user
Fetches the details of an existing user by ID
Deactivate user
Deactivates a user from your Zoho Directory organization
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.
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What is Zoho Directory?
Zoho Directory is an identity and access management solution for businesses. It helps you provide seamless logins for your employees, free your IT Admins from repetitive tasks, and get a complete view of your workforce identity.
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