Integrate Zoho Marketing Automation with ServiceM8
Send information between Zoho Marketing Automation and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Zoho Marketing Automation and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead added to list
Triggers when a lead is added to the selected list
Lead removed from list
Triggers when a lead is removed from the selected list
Client created or updated
Triggers when a client is created or updated
Form completed
Triggers when the specified form is completed
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
Material created
Triggers when a new material is created
Material created or updated
Triggers when new material is created or updated
Contact created or updated
Triggers when a contact is created or updated
All Actions - Actions are the automated tasks
Tag lead
Adds the specified tag to a lead
Create or update lead
Creates a new lead or updates the details of an existing lead
Create list
Creates a new list
Send email campaign
Sends an existing email campaign
Add lead score
Adds lead score for the specified email address
Create lead tag
Creates a new lead tag
Add lead to journey
Adds the specified lead to a journey
Clone campaign
Clones an existing campaign
Update list
Updates the details of an existing list
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Untag lead
Removes the specified tag from a lead
Unsubscribe lead
Removes a lead from the selected list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
Create material
Creates a new material
Create client
Creates a new client
Create task
Creates a new task
Create job activity
Creates a new job activity
Add note
Creates a new note
Create job material
Creates a new job material
Create contact
Creates a new contact
Create job
Creates a new job
Update material
Updates the details of an existing material
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
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 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 job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
What is Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
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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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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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