Create integrations between ServiceM8 and Insightly
Create Record in Insightly when Job Completed in Servicem8
Update Record in Insightly when Job Completed in Servicem8
Find Record in Insightly when Job Completed in Servicem8
Create Record in Insightly when New Client in Servicem8
Update Record in Insightly when New Client in Servicem8
Find Record in Insightly when New Client in Servicem8
Create Record in Insightly when New Job in Servicem8
Update Record in Insightly when New Job in Servicem8
Find Record in Insightly when New Job in Servicem8
Create Record in Insightly when Job Queued in Servicem8
Actions and Triggers
When this happensTriggers
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.
New or Updated Contact
Triggers when a new contact is created or updated.
Do thisActions
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.
Create Record
Creates a Record.
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Frequently Asked Questions
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.
Learn MoreAbout Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn More
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