Integrate PocketSmith with ServiceM8
Send information between PocketSmith and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate PocketSmith and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Transaction made
Triggers when a new transaction is made in an account
Account created
Triggers when a new account belonging to the user is created
Material created
Triggers when a new material is created
Job created or updated
Triggers when a job is created or updated
Contact created or updated
Triggers when a contact is created or updated
Job queued
Triggers when a job is assigned to or removed from a queue
Material created or updated
Triggers when new material is created or updated
Client created or updated
Triggers when a client is created or updated
Form completed
Triggers when the specified form is completed
All Actions - Actions are the automated tasks
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their ID
Create job
Creates a new job
Create task
Creates a new task
Add note
Creates a new note
Create job material
Creates a new job material
Create job activity
Creates a new job activity
Create material
Creates a new material
Create client
Creates a new client
Create contact
Creates a new contact
Update client
Updates the details of an existing client
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
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
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 material using item number
Fetches the details of an existing material using item number
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Similar apps
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
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.
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CEO, OpIndia
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
