Connect ServiceM8 and planso 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 planso
Enable Integrations or automations with these events of ServiceM8 and planso
Enable Integrations or automations with these events of ServiceM8 and planso
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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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your ServiceM8 and planso accounts to viaSocket. Once connected, you can set up a workflow where an event in ServiceM8 triggers actions in planso (or vice versa).
Absolutely. You can customize how ServiceM8 data is recorded in planso. This includes choosing which data fields go into which fields of planso, setting up custom formats, and filtering out unwanted information.
The data sync between ServiceM8 and planso 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 planso. 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.
Learn MoreAbout planso
PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.
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