Integrate Onpipeline with ServiceM8
Send information between Onpipeline and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Onpipeline and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Deal created
Triggers when a new deal is created
Person added
Triggers when a new contact person is added
Note added
Triggers when a new note is added
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Event updated
Triggers when a calendar event is updated
Material created or updated
Triggers when new material is created or updated
Job created or updated
Triggers when a job is created or updated
Contact created or updated
Triggers when a contact is created or updated
Material created
Triggers when a new material is created
Client created or updated
Triggers when a client is created or updated
Form completed
Triggers when the specified form is completed
Job queued
Triggers when a job is assigned to or removed from a queue
All Actions - Actions are the automated tasks
Add organization
Adds a new organization
Create deal
Creates a new deal
Add lead
Creates a new lead
Add widget
Adds a new widget
Add note
Adds a new note
Add action menu
Adds a new action menu
Add person
Adds a new contact person
Update person
Updates the details of an existing contact person
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Update organization
Updates the details of an existing organization
Fetch event
Fetches the details of an existing event by ID
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Remove action menu
Removes an existing action menu using link ID
Remove widget
Removes an existing widget using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
Add note
Creates a new note
Create task
Creates a new task
Create job activity
Creates a new job activity
Create material
Creates a new material
Create job material
Creates a new job material
Create job
Creates a new job
Create client
Creates a new client
Create contact
Creates a new contact
Update material
Updates the details of an existing material
Update job
Updates the details of an existing job
Update contact
Updates the details of an existing contact by their UUID
Update client
Updates the details of an existing client
Fetch material using name
Fetches the details of an existing material using name
Fetch contact
Fetches the details of an existing contact using their email address or ID or phone number
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
Fetch material using item number
Fetches the details of an existing material using item number
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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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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