Connect ServiceM8 and crm4-solution to Build Intelligent Automations
Choose a Trigger
When this happens...
Job Completed
New Client
New Job
Job Queued
New Form Response
Choose an Action
Automatically do this!
- Request a new Action for crm4-solution
Enable Integrations or automations with these events of ServiceM8 and crm4-solution
Enable Integrations or automations with these events of ServiceM8 and crm4-solution
Triggers
Job Completed
Triggers when a Job's status changes to Completed.
New Client
Triggers when a new Client is created.
New Job
Triggers when a new job is created.
Job Queued
Triggers when a Job is assigned to a Queue.
New Form Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Actions
Create a Client
Create a new client
List All Client
Get an existing client list
Create Job
Create a new Job.
List Jobs
List all the jobs.
Create Job Queue
Create a new job queue.
List all Attachments
List all attachments
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Frequently Asked Questions
To start, connect both your ServiceM8 and crm4-solution accounts to viaSocket. Once connected, you can set up a workflow where an event in ServiceM8 triggers actions in crm4-solution (or vice versa).
Absolutely. You can customize how ServiceM8 data is recorded in crm4-solution. This includes choosing which data fields go into which fields of crm4-solution, setting up custom formats, and filtering out unwanted information.
The data sync between ServiceM8 and crm4-solution 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 crm4-solution. 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.
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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