Connect Apollo and ServiceM8 to Build Intelligent Automations
Choose a Trigger
When this happens...
When a new account is created in Apollo
When a new contact is created in Apollo
When an existing contact is updated
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 Apollo and ServiceM8 automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
When an existing contact is updated
Runs the workflow automatically whenever an existing contact is updated.
Job Completed
Triggers when a Job's status changes to Completed.
New Client
Triggers when a new Client is created.
New Job
Triggers when a new job is created.
Do thisActions
Action is the task that follows automatically within your Apollo integrations.
Create Account
Create a new account
Create Contact
Add a new contact to Apollo
Create Deal
Create a new deal in Apollo
Create Task
Create and assign a task
Update Account
Update an Apollo account
Search Contacts
Search contacts by criteria
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Step by step guides to integrate Apollo and ServiceM8
Frequently Asked Questions
To start, connect both your Apollo and ServiceM8 accounts to viaSocket. Once connected, you can set up a workflow where an event in Apollo triggers actions in ServiceM8 (or vice versa).
Absolutely. You can customize how Apollo 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 Apollo 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 Apollo 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 Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
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.
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