Integrate ServiceM8 with Zoho Vault

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

Build your own integrations between ServiceM8 and Zoho Vault

Connect ServiceM8 and Zoho Vault with over 600+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate ServiceM8 and Zoho Vault using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form completed

Triggers when the specified form is completed

Client created or updated

Triggers when a client is created or updated

Material created or updated

Triggers when new material is created or updated

Job created or updated

Triggers when a job is created or updated

Material created

Triggers when a new material is created

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 contact

Creates a new contact

Create job

Creates a new job

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

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 contact

Fetches the details of an existing contact using their email address or ID or phone number

Fetch material using item number

Fetches the details of an existing material using item number

Fetch material using name

Fetches the details of an existing material using name

Fetch client

Fetches the details of an existing client using their ABN number or ID or name

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.

Bookings/Scheduling

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.

IT Security Zoho

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 >

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

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

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