Integrations ServiceM8 Birdview PSA
ServiceM8 + Birdview PSA

Connect ServiceM8 and Birdview PSA to Build Intelligent Automations

Choose a Trigger

ServiceM8

When this happens...

Choose an Action

Birdview PSA

Automatically do this!

Enable Integrations or automations with these events of ServiceM8 and Birdview PSA

Enable Integrations or automations with these events of ServiceM8 and Birdview PSA

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 Birdview PSA?

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

Can we customize how data from ServiceM8 is recorded in Birdview PSA?

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

How often does the data sync between ServiceM8 and Birdview PSA?

The data sync between ServiceM8 and Birdview PSA 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 Birdview PSA?

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 Birdview PSA?

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

About Birdview PSA

Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.

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