

Integrate ServiceM8 with Zoho Cliq
Send information between ServiceM8 and Zoho Cliq automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate ServiceM8 and Zoho Cliq using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Material created or updated
Triggers when new material is created or updated

Job created or updated
Triggers when a job is created or updated

Job queued
Triggers when a job is assigned to or removed from a queue

Client created or updated
Triggers when a client is created or updated

Form completed
Triggers when the specified form is completed

Contact created or updated
Triggers when a contact is created or updated

Material created
Triggers when a new material is created

New channel added
Triggers when a new channel is created in your organization
All Actions - Actions are the automated tasks

Create task
Creates a new task

Create job activity
Creates a new job activity

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 client
Creates a new client

Create contact
Creates a new contact

Update contact
Updates the details of an existing contact by their UUID

Update client
Updates the details of an existing client

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 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 material using name
Fetches the details of an existing material using name

Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number

Message as bot to user
Posts a message as a bot to the specified user

Message in channel
Posts a message in a channel

Delete channel
Deletes the selected channel

Add user status
Adds the specified status to an existing user

Message user
Sends a message to the specified user

Pin message
Pin an existing message in a conversation using message ID

Add channel member
Adds a new channel member

Message to bot
Sends a message to the selected bot

Add bot in a channel
Adds a bot to the selected channel

Create thread
Creates a new thread using message ID

Message as bot on channel
Message as a bot on the specified channel

Post card to channel
Posts a card to the specified channel

Create channel
Creates a new channel

Unarchive channel
Unarchives the selected channel

Post card to chat
Posts a card to the specified chat

Message as bot
Posts message as the specified bot in the selected chat or channel

Update channel
Updates the details of an existing channel

Archive channel
Archives the selected channel

Update channel member role
Updates the role of a channel member

Fetch channel
Fetches the details of an existing channel by name

Fetch user by name or email
Fetches an existing user by name or email address

Fetch team
Fetches the details of an existing team by name

Remove channel member
Removes the specified member from the selected channel
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 Cliq?
Zoho Cliq is business communication software for team chat and collaboration. You can share files, create events, and make unlimited audio and video calls with absolute privacy.
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