Integrate Help Scout with ServiceM8

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

Build your own integrations between Help Scout and ServiceM8

Connect Help Scout and ServiceM8 with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Help Scout and ServiceM8 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Mailbox added

Triggers when a new mailbox is added

User created

Triggers when a new user is created

Conversation created

Triggers when a new conversation is created

Customer added

Triggers when a new customer is added

Conversation assigned

Triggers when a conversation is assigned to a specified user

Material created

Triggers when a new material is created

Contact created or updated

Triggers when a contact is created or updated

Job created or updated

Triggers when a job is created or updated

Material created or updated

Triggers when new material is created or updated

Job queued

Triggers when a job is assigned to or removed from a queue

Form completed

Triggers when the specified form is completed

Client created or updated

Triggers when a client is created or updated

All Actions - Actions are the automated tasks

Create conversation from customer

Creates a new conversation from a customer

Create conversation to customer.

Creates a new conversation to a customer from a user

Create customer

Creates a customer if it does not already exist

Find user

Finds user by email address

Find customer

Finds customer by email address

Create material

Creates a new material

Create job activity

Creates a new job activity

Create contact

Creates a new contact

Create client

Creates a new client

Create task

Creates a new task

Create job

Creates a new job

Create job material

Creates a new job material

Add note

Creates a new note

Update material

Updates the details of an existing material

Update client

Updates the details of an existing client

Update contact

Updates the details of an existing contact by their UUID

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 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 material using item number

Fetches the details of an existing material using item number

Fetch job contact

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

What is Help Scout?

Help Scout is a help desk software application which provides an email-based customer support platform, knowledge base tool, and search tools for customer service professionals.

Helpdesk

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

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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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

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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