Create integrations between ServiceM8 and MyDocSafe
Create a Folder in Mydocsafe when Job Completed in Servicem8
Create a Portal in Mydocsafe when Job Completed in Servicem8
Create a Portal Group in Mydocsafe when Job Completed in Servicem8
Create a Folder in Mydocsafe when New Client in Servicem8
Create a Portal in Mydocsafe when New Client in Servicem8
Create a Portal Group in Mydocsafe when New Client in Servicem8
Create a Folder in Mydocsafe when New Job in Servicem8
Create a Portal in Mydocsafe when New Job in Servicem8
Create a Portal Group in Mydocsafe when New Job in Servicem8
Create a Folder in Mydocsafe 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.
Document is Signed
Triggers when a document is signed by all required parties.
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 a Folder
Create Folder in a specific parent folder
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
© 2025 viaSocket
All rights reserved.