Connect Calendly and ServiceM8 to Build Intelligent Automations

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Calendly

When this happens...

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ServiceM8

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Meeting Book or Invitee Created

New Meeting Book or Invitee Created

Triggers when someone books a meeting for any event type.

Invitee Canceled

Invitee Canceled

Trigger when an invitee cancels a scheduled event

Invitee No Show Created

Invitee No Show Created

Trigger when an invitee is marked as no-show.

When new meetings Booked Canceled or Rescheduled

When new meetings Booked Canceled or Rescheduled

Triggers when someone books, cancels, or reschedules a meeting for any event type.

New Routing Form Submission

New Routing Form Submission

Triggers when a new routing form submission is created.

Job Completed

Job Completed

Triggers when a Job's status changes to Completed.

Do thisActions

Action is the task that follows automatically within your Calendly integrations.

Create Scheduling Link

Create Scheduling Link

Creates a scheduling link.

Cancel Scheduled Event

Cancel Scheduled Event

Cancels a scheduled event with a specified reason for the cancellation.

Mark Invitee as No Show

Mark Invitee as No Show

Marks a specific invitee as no show.

Create One-Off Meeting in Calendly

Create One-Off Meeting in Calendly

Creates a new One-Off Meeting in Calendly.

Get current user

Get current user

Returns basic information about your user account.

Create a Client

Create a Client

Create a new client

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Step by step guides to integrate Calendly and ServiceM8

Frequently Asked Questions

How do I start an integration between Calendly and ServiceM8?

To start, connect both your Calendly and ServiceM8 accounts to viaSocket. Once connected, you can set up a workflow where an event in Calendly triggers actions in ServiceM8 (or vice versa).

Can we customize how data from Calendly is recorded in ServiceM8?

Absolutely. You can customize how Calendly 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.

How often does the data sync between Calendly and ServiceM8?

The data sync between Calendly and ServiceM8 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Calendly to ServiceM8?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Calendly and ServiceM8?

Yes, you can set conditional logic to control the flow of data between Calendly 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.

Calendly

About Calendly

Calendly helps you schedule meetings without the back-and-forth emails. It integrates with your calendar to automatically update your availability and sends out reminders to ensure no one misses a meeting.

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ServiceM8

About 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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