
When this happens...
New Guide
New Attendee(s)
New Menu Item
New Custom List
New Custom List Item(s)
New Session

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
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new guide is created.
Trigger when a new new attendee is created.
Trigger when new menu item is created.
Trigger when a new custom list is created.
Trigger when a new custom list item(s) created
Trigger when a new session is created.
Action is the task that follows automatically within your Guidebook integrations.
Update an existing guide
Creates a Custom List Item for your Guide.
Creates a custom list on your guide.
Menu Items link features in builder and app to guides.
This endpoint will create an Attendee that is owned by your Account
Links a Custom List Item to its parent Custom List.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Guidebook and ServiceM8 accounts to viaSocket. Once connected, you can set up a workflow where an event in Guidebook triggers actions in ServiceM8 (or vice versa).
Absolutely. You can customize how Guidebook 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 Guidebook 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 Guidebook 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.
Guide Book is a comprehensive digital platform that provides tools for creating mobile guides and personalized content delivery, helping organizations engage their audiences effectively.
Learn MoreServiceM8 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