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

Automatically do this!
Create Task
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Tag
Update Tag
Search Tag
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.
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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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 ServiceM8 and GoHighLevel accounts to viaSocket. Once connected, you can set up a workflow where an event in ServiceM8 triggers actions in GoHighLevel (or vice versa).
Absolutely. You can customize how ServiceM8 data is recorded in GoHighLevel. This includes choosing which data fields go into which fields of GoHighLevel, setting up custom formats, and filtering out unwanted information.
The data sync between ServiceM8 and GoHighLevel 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 GoHighLevel. 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 MoreGoHighlevel is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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