Create integrations between ServiceM8 and Salesforce
Create a Client in Servicem8 when New Contact in Salesforce
List All Client in Servicem8 when New Contact in Salesforce
Create Job in Servicem8 when New Contact in Salesforce
List Jobs from ServiceM8 when New Contact in Salesforce
Create Job Queue in Servicem8 when New Contact in Salesforce
Create a Client in Servicem8 when New Lead in Salesforce
List All Client in Servicem8 when New Lead in Salesforce
Create Job in Servicem8 when New Lead in Salesforce
List Jobs from ServiceM8 when New Lead in Salesforce
Create Job Queue in Servicem8 when New Lead in Salesforce
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 Contact
Triggers when a new Contact is created.
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.
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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 Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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