Connect Zoho POS and ServiceM8 to Build Intelligent Automations
Choose a Trigger
When this happens...
New Bill Created
New Item Created
New Contact Created
New Invoice Added
Choose an Action
Automatically do this!
Create a Client
List All Client
Create Job
List Jobs
Create Job Queue
List all Attachments
List all Clients
List all Jobs
List all Job Activities
List all Job Checklists
List all Job Contacts
List all Job Materials
List all Locations
List all Materials
List all Notes
List all Security Roles
List all Staff Members
Add job note
Ready to use Zoho POS and ServiceM8 automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Bill Created
Runs when a new bill is created.
New Item Created
Runs when new Item Is created
New Contact Created
Runs when a new contact is created
New Invoice Added
Runs when a new invoice is added.
Job Completed
Triggers when a Job's status changes to Completed.
New Client
Triggers when a new Client is created.
Do thisActions
Action is the task that follows automatically within your Zoho POS integrations.
Create Contact
Create a contact with billing, shipping and primary contact info.
Update Contact
Update contact details.
Create Item Group
Create an item group and add items with selling and purchase prices
Create Contact Person
Add a person and their contact details to an existing contact
Create Sales Order
Create a sales order with customer details, line items, notes, and terms.
Create Sales Invoice
Create a sales invoice with customer, items, payment terms, and notes.
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Frequently Asked Questions
To start, connect both your Zoho POS and ServiceM8 accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho POS triggers actions in ServiceM8 (or vice versa).
Absolutely. You can customize how Zoho POS data is recorded in ServiceM8. This includes choosing which data fields go into which fields of ServiceM8, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho POS and ServiceM8 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho POS and ServiceM8. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho POS
Zoho POS is a comprehensive point-of-sale solution designed to streamline retail operations, manage inventory, and enhance customer experiences. It offers seamless integration with other Zoho products, providing a unified platform for sales and business management.
Learn MoreAbout ServiceM8
ServiceM8 is a field service management software that helps businesses manage jobs, schedule work, and streamline operations. It is designed to assist service-based businesses in improving efficiency and customer satisfaction.
Learn More
