Integrate Jetpack CRM with ServiceM8
Send information between Jetpack CRM and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Jetpack CRM and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
Contact created
Triggers when a new contact is created
Transaction created
Triggers when a new transaction is created
Contact updated
Triggers when the details of an existing contact is updated
Quote created
Triggers when a new quote is created
Invoice created
Triggers when a new invoice is created
Contact status updated
Triggers when the status of an existing contact is updated
Invoice updated
Triggers when the details of an existing invoice is updated
Material created or updated
Triggers when new material 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
Form completed
Triggers when the specified form is completed
Client created or updated
Triggers when a client is created or updated
Job queued
Triggers when a job is assigned to or removed from a queue
Job created or updated
Triggers when a job is created or updated
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Create job material
Creates a new job material
Add note
Creates a new note
Create job activity
Creates a new job activity
Create task
Creates a new task
Create job
Creates a new job
Create contact
Creates a new contact
Create client
Creates a new client
Create material
Creates a new material
Update contact
Updates the details of an existing contact by their UUID
Update material
Updates the details of an existing material
Update job
Updates the details of an existing job
Update client
Updates the details of an existing client
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
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
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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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.
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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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