Integrate ServiceM8 with Upsales
Send information between ServiceM8 and Upsales automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and Upsales 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
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Order created
Triggers when a new order is created
Appointment created
Triggers when a new appointment is created
Opportunity created
Triggers when a new opportunity is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
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 product
Creates a new product
Create company
Creates a new company
Create appointment
Creates a new appointment
Create contact
Creates a new contact
Create activity
Creates a new activity
Create order
Creates a new order
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 Upsales?
Upsales is a sales and marketing platform that allows you to target customers based on various parameters, enable digital signatures to close deals faster, and schedule customized reports that can be sent to your team.
Similar apps
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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