Integrate ServiceM8 with Prospect.io

Send information between ServiceM8 and Prospect.io automatically, without writing any code, using Zoho Flow.

Build your own integrations between ServiceM8 and Prospect.io

Connect ServiceM8 and Prospect.io with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate ServiceM8 and Prospect.io using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Material created or updated

Triggers when new material is created or updated

Job created or updated

Triggers when a job is created or updated

New prospect reply

Triggers when a prospect replies to your email

Prospect converted

Triggers when a prospect is marked as converted

New prospect

Triggers when a new prospect is added

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

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 task

Creates a new task

Create client

Creates a new client

Add note

Creates a new note

Update contact

Updates the details of an existing contact by their UUID

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

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

Fetch client

Fetches the details of an existing client using their ABN number or ID or name

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

Convert prospect

Converts the selected prospect

Qualify prospect

Qualifies the selected prospect

Create prospect

Creates a new prospect

Archive prospect

Archives the selected prospect

Create prospect in campaign

Creates a new prospect and adds it to the selected campaign

Fetch prospect

Fetches the details of an existing prospect by email address

Unarchive prospect

Unarchives the selected prospect

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.

Bookings/Scheduling FSM

What is Prospect.io?

Prospect.io is a sales automation platform. It lets you verify email addresses, send drip campaigns and track conversions.

CRM Sales Automation

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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