
When this happens...
Card Created
Board Created
Board Updated
Board Deleted
Board To Pdf Created
Board Viewed
Card Added To Board
Card Comment Created
Card Comment Deleted
Card Comment Resolved
Card Comment Updated
Card Copied
Card Deleted
Card Favorited
Card Link Copied
Card Restored
Card Unfavorited
Card To Pdf
Card Updated
Card Verified
Card Viewed
Collection Created
Collection Deleted
Collection Exported
Card Draft Created
User Group Created
User Group Deleted
User Group Member Added
Team Member Added
Team Member Removed
Tag Created
Tag Deleted
Tag Updated
Tag Merged
Tag Category Created
Tag Category Deleted
Tag Category Updated
Question Created
Question Answered
Question Deleted
Draft Created

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 user creates a card.
Trigger when a new Board Created.
Trigger when a new Board Updated.
Trigger when a new Board Deleted.
Trigger when a Board To Pdf Created.
Trigger when an existing Board Viewed.
Action is the task that follows automatically within your Guru integrations.
Creates a new Card.
Updates the created card.
Deletes an existing card.
Submits a question to Guru and returns the answer.
Find relevant knowledge and documents for a query.
Create a new client

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 Guru and ServiceM8 accounts to viaSocket. Once connected, you can set up a workflow where an event in Guru triggers actions in ServiceM8 (or vice versa).
Absolutely. You can customize how Guru 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 Guru 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 Guru 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.
Guru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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