
When this happens...

Automatically do this!
Create a Client
List All Client
Create Job
List Jobs
Create Job Queue
List all Attachments
List all Clients
List all Jobs
List all Job Activities
List all Job Checklists
List all Job Contacts
List all Job Materials
List all Locations
List all Materials
List all Notes
List all Security Roles
List all Staff Members
Add job note
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a Job's status changes to Completed.
Triggers when a new Client is created.
Triggers when a new job is created.
Triggers when a Job is assigned to a Queue.
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Action is the task that follows automatically within your VATlayer integrations.
Verify a VAT number and get its country and validation status
Get the VAT rate for a country or VAT number.
Retrieve current VAT rates (standard and reduced) for countries.
Create a new client
Get an existing client list
Create a new Job.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your VATlayer and ServiceM8 accounts to viaSocket. Once connected, you can set up a workflow where an event in VATlayer triggers actions in ServiceM8 (or vice versa).
Absolutely. You can customize how VATlayer data is recorded in ServiceM8. This includes choosing which data fields go into which fields of ServiceM8, setting up custom formats, and filtering out unwanted information.
The data sync between VATlayer and ServiceM8 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 VATlayer and ServiceM8. 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.
VATlayer provides a reliable and easy-to-use API for VAT number validation, VAT rates, and VAT compliance. It is designed to help businesses manage their VAT obligations efficiently and accurately.
Learn MoreServiceM8 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.
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