Integrate ServiceM8 with Zoho Connect
Send information between ServiceM8 and Zoho Connect automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ServiceM8 and Zoho Connect 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
Group created
Triggers when a new group is created
Task assigned
Triggers when a task is assigned
Status created
Triggers when a new conversation is posted
Event created
Triggers when a new event is created
New task created
Triggers when a new task is created
Announcement created
Triggers when a new announcement is created
Task reminder
Triggers when a task is created with a reminder
Task open
Triggers when a task status is marked as open
Task unassigned
Triggers when a task is unassigned
Board created
Triggers when a new board is created
Member added in group
Triggers when a member added to group
User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment
Member removed from board
Triggers when a member is removed from a board
Poll created
Triggers when a new poll is created
Task updated
Triggers when the details of an existing task is updated
Question created
Triggers when a new questions is created
Task status changed
Triggers when the status of an existing task is updated
Announcement updated
Triggers when the details of an existing announcement is updated
User mentioned in post
Triggers when the configuration user is mentioned in a conversation
Event updated
Triggers when the details of an existing event is updated
Event invited
Triggers when an invitee is added to an event
Member added in network
Triggers when a new member added to the selected network
Member removed from network
Triggers when a new member is removed from the selected network
Forum created
Triggers when a new forum is created
Announcement comment created
Triggers when a new comment is created in announcements
Forum updated
Triggers when an existing forum post is updated
Member added in board
Triggers when a member is added to a board
Task completed
Triggers when a task is completed in selected board
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
Add member to board
Adds a member to the selected board
Add comment in task
Adds a comment in the specified task
Create forum post
Creates a new forum post
Create private task
Creates a new private task
Create board
Creates a new board
Create task in section
Creates a new task in the selected section
Add comment in post
Adds a comment in the specified post
Invite user
Invites a user to the selected network
Create private event
Creates a new private event
Add member to group
Adds a member to the selected group
Create board from board template
Creates a new board from an existing saved template
Create checklist
Creates a checklist for the specified task
Create conversation
Creates a new conversation in the selected group
Create group
Creates a new group in the selected network
Create group event
Creates a new group event
Unarchive group
Unarchives the selected group
Unarchive board
Unarchives the selected board
Archive task
Archives the selected task
Archive group
Archives the selected group
Archive board
Archives the selected board
Fetch user
Fetches the details of an existing user by email address
Remove member from group
Removes a member from the selected group
Fetch post
Fetches the details of an existing post by ID or metadata
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.
What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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 >
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
Endless integrations. End to manual work.
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