
When this happens...
Job Completed
New Client
New Job
Job Queued
New Form Response

Automatically do this!
Deal Action
Deal Search
Lead Search
Contact Search
Quote Search
Company Search
Smart Process Search
Create Task
Update Task
Create Blogpost
Create Message
Company Action
Contact Action
Create Or Update Lead
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a Job's status changes to Completed.
Triggers when a new Client is created.
Triggers when a new job is created.
Triggers when a Job is assigned to a Queue.
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Triggers when deal is created, updated, deleted or any other actions perform on deal.
Action is the task that follows automatically within your ServiceM8 integrations.
Create a new client
Get an existing client list
Create a new Job.
List all the jobs.
Create a new job queue.
List all attachments

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To start, connect both your ServiceM8 and Bitrix24 CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ServiceM8 triggers actions in Bitrix24 CRM (or vice versa).
Absolutely. You can customize how ServiceM8 data is recorded in Bitrix24 CRM. This includes choosing which data fields go into which fields of Bitrix24 CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ServiceM8 and Bitrix24 CRM 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 ServiceM8 and Bitrix24 CRM. 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 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 MoreBitrix24 is a comprehensive business management platform that offers a suite of tools for CRM, project management, team collaboration, and communication. It is designed to streamline business processes and enhance productivity by providing features such as task management, document sharing, and customer relationship management in a single platform.
Learn More