IntegrationsServiceM8agencybloc
ServiceM8 + agencybloc

Connect ServiceM8 and agencybloc to Build Intelligent Automations

Choose a Trigger

ServiceM8

When this happens...

Choose an Action

agencybloc

Automatically do this!

Enable Integrations or automations with these events of ServiceM8 and agencybloc

Enable Integrations or automations with these events of ServiceM8 and agencybloc

Triggers

Job Completed

Job Completed

Triggers when a Job's status changes to Completed.

New Client

New Client

Triggers when a new Client is created.

New Job

New Job

Triggers when a new job is created.

Job Queued

Job Queued

Triggers when a Job is assigned to a Queue.

New Form Response

New Form Response

Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

Request a new Trigger for ServiceM8

Actions

Create a Client

Create a Client

Create a new client

List All Client

List All Client

Get an existing client list

Create Job

Create Job

Create a new Job.

List Jobs

List Jobs

List all the jobs.

Create Job Queue

Create Job Queue

Create a new job queue.

List all Attachments

List all Attachments

List all attachments

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Frequently Asked Questions

How do I start an integration between ServiceM8 and agencybloc?

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

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

Absolutely. You can customize how ServiceM8 data is recorded in agencybloc. This includes choosing which data fields go into which fields of agencybloc, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ServiceM8 and agencybloc?

The data sync between ServiceM8 and agencybloc 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 ServiceM8 to agencybloc?

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 ServiceM8 and agencybloc?

Yes, you can set conditional logic to control the flow of data between ServiceM8 and agencybloc. 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.

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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agencybloc

About agencybloc

AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.

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