Integrate ServiceM8 with Zoho Vault
Send information between ServiceM8 and Zoho Vault automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and Zoho Vault 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 created or updated
Triggers when a job is created or updated
Job queued
Triggers when a job is assigned to or removed from a queue
Material created
Triggers when a new material is created
Material created or updated
Triggers when new material is created or updated
Contact created or updated
Triggers when a contact is created or updated
All Actions - Actions are the automated tasks
Create material
Creates a new material
Create client
Creates a new client
Create task
Creates a new task
Create job activity
Creates a new job activity
Add note
Creates a new note
Create job material
Creates a new job material
Create contact
Creates a new contact
Create job
Creates a new job
Update material
Updates the details of an existing material
Update contact
Updates the details of an existing contact by their UUID
Update client
Updates the details of an existing client
Update job
Updates the details of an existing job
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 material using item number
Fetches the details of an existing material using item number
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
Share secret with users
Shares the selected secret with users
Share chamber to group
Shares the selected chamber to a group
Share secret with user groups
Shares the selected secret with user groups
Share chamber with users
Shares the selected chamber with users
Create chamber
Creates a new chamber
Unshare secret with user groups
Unshares the selected secret with user groups
Unshare secret with users
Unshares the selected secret with users
Unshare chamber with users
Unshares the selected chamber with users
Fetch user group
Fetches the details of an existing user group by name
Fetch user - By name
Fetches the details of an existing user by name
Fetch secret
Fetches an existing secret by name
Fetch user - By email
Fetches the details of an existing user by email
Fetch chamber
Fetches the details of an existing chamber by name
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 Vault?
Zoho Vault is online password management software that lets businesses securely store, share and manage passwords and other sensitive data and access them from anywhere.
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.
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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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Technical Engineer, Master Liveaboards
