Integrate ServiceM8 with FluentCRM

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

Build your own integrations between ServiceM8 and FluentCRM

Connect ServiceM8 and FluentCRM 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 ServiceM8 and FluentCRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Contact added to Lists

Triggers when a contact is added to lists

Contact updated

Triggers when an existing contact is updated

Contact remove from lists

Triggers when a contact is removed from lists

Contact created

Triggers when a new contact is created

Contact added to tags

Triggers when a contact added to tags

Contact removed from tags

Triggers when a contact removed from tags

All Actions - Actions are the automated tasks

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

Create contact

Creates a new contact

Create list

Creates a new list

Update contact

Updates the details of the specified contact

Fetch contact

Fetches the details of an existing contact using ID

Create tag

Creates a new tag

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

What is FluentCRM?

FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.

CRM WordPress Plugins

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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