Integrate ServiceM8 with BlueFolder
Send information between ServiceM8 and BlueFolder automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and BlueFolder using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Material created
Triggers when a new material is created
Contact created or updated
Triggers when a contact is created or updated
Appointment added
Triggers when a new appointment is added
Service request added
Triggers when a new service request is added
Item added
Triggers when a new item is added
Customer added
Triggers when a new customer is added
Contract added
Triggers when a new contract is added
All Actions - Actions are the automated tasks
Add note
Creates a new note
Create job
Creates a new job
Create job material
Creates a new job material
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
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
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 job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
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
Create customer
Adds a new customer
Create item
Creates a new item
Create new appointment
Creates a new appointment
Add service request
Adds a new service request
Update service request
Updates an existing service request
Fetch customer
Fetches the details of an existing customer by ID
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 BlueFolder?
BlueFolder is a field service management solution for small to midsize businesses that helps users manage field jobs and crew across medical, manufacturing, property maintenance and IT industry.
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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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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