Create integrations between ServiceM8 and ShareFile
Add Note in Sharefile when Job Completed in Servicem8
Add URL in Sharefile when Job Completed in Servicem8
Create Client User in Sharefile when Job Completed in Servicem8
Create Folder in ShareFile when Job Completed in Servicem8
Add Note in Sharefile when New Client in Servicem8
Add URL in Sharefile when New Client in Servicem8
Create Client User in Sharefile when New Client in Servicem8
Create Folder in ShareFile when New Client in Servicem8
Add Note in Sharefile when New Job in Servicem8
Add URL in Sharefile when New Job 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 File
Triggers when a new file is uploaded to a specified folder.
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.
Add Note
Adds a note in the chosen folder.
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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 ShareFile
ShareFile is a secure file sharing and storage solution designed for businesses to easily send, receive, and store large files. It offers robust security features, customizable workflows, and seamless integration with other business tools to enhance productivity and collaboration.
Learn More
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