Integrate ServiceM8 with OnePageCRM

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

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Supported triggers and actions

Integrate ServiceM8 and OnePageCRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Contact created or updated

Triggers when a contact is created or updated

Material created

Triggers when a new material is created

Deal won

Triggers when a deal is won

New pending deal

Triggers when there is a new pending deal

New action

Triggers when a new action is created

New contact

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Add note

Creates a new note

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

Create contact

Creates a new contact

Create job activity

Creates a new job activity

Create material

Creates a new 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

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 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

Fetch job contact

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

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

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 OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

CRM

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.

Learn more >

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