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ServiceM8

Integromat Updated December 21, 2020 14:22

The ServiceM8 modules allow you to create, update, retrieve, list, and delete the jobs and clients in your ServiceM8 account.

Getting Started with ServiceM8

Prerequisites

A ServiceM8 account

In order to use ServiceM8 with Integromat, it is necessary to have a ServiceM8 account. If you do not have one, you can create a ServiceM8 account at servicem8.com/register.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting ServiceM8 to Integromat

1. Go to Integromat and open the ServiceM8 module's Create a connection dialog.

2. In the Connection name field, enter a name for the connection and click Continue.

3. Enter your ServiceM8 credentials and click Login.

4. Confirm the access by clicking Allow.

The connection has been established.

Job

Get a Job

Gets information about a specific job.

Connection	Establish a connection to your ServiceM8 account.
Job Name	Select the job whose details you want to retrieve.

List Jobs

Returns the entire list of jobs.

Connection	Establish a connection to your ServiceM8 account.
Limit	Set the maximum number of jobs Integromat should return during one scenario execution cycle.

Create a Job

Creates a new job.

Connection	Establish a connection to your ServiceM8 account.
Status Job	Select the job status: Quote Work Order Completed Unsuccessful
Customer Name	Select the customer name for whom you are creating the job.
Location	Enter the address where the job should be performed.
Billing Address	Enter the address where the work invoice or quote must be sent.
Purchase Order Number	Enter the purchase order number reference provided by the customer.
Job	Enter the details of the job.
Work Completed	Enter the details of the work that has been completed. This information is present in the invoice or quote.

Update a Job

Updates information about a specific job.

Connection	Establish a connection to your ServiceM8 account.
Job Name	Select the job whose details you want to update.
Status Job	Select the job status: Quote Work Order Completed Unsuccessful
Customer Name	Select the customer name for whom you are creating the job.
Location	Enter the address where the job should be performed.
Billing Address	Enter the address where the work invoice or quote must be sent.
Purchase Order Number	Enter the purchase order number reference provided by the customer.
Job	Enter the details of the job.
Work Completed	Enter the details of the work that has been completed. This information is present in the invoice or quote.

Delete a Job

Removes the selected job from the list.

Connection	Establish a connection to your ServiceM8 account.
Job Name	Select the job you want to delete.

Watch New Jobs

Triggers when a new job is created.

You do not have to add the webhooks in the ServiceM8 as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your ServiceM8 account.

Watch Completed Jobs

Triggers when the job's status changes to complete.

You do not have to add the webhooks in the ServiceM8 as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your ServiceM8 account.

Watch Queued Jobs

Triggers when a job is assigned to a queue.

You do not have to add the webhooks in the ServiceM8 as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your ServiceM8 account.

Client

List Clients

Provides a list of all customers.

Connection	Establish a connection to your ServiceM8 account.
Limit	Set the maximum number of clients Integromat should return during one scenario execution cycle.

Gets a Client

Gets information about the selected customer.

Connection	Establish a connection to your ServiceM8 account.
Client ID	Select the Client ID whose details you want to retrieve.

Create a Client

Creates a new client.

Connection	Establish a connection to your ServiceM8 account.
Client Name	Enter the name of the client.
Address	Enter the client's address which is used as a default address for future jobs of this client.
Billing Address	Enter the billing address to which the client's invoices or quotes will be sent.
City	Enter the client's city name.
Street	Enter the client's street name.
State	Enter the client's state name.
Postcode	Enter the client's area postal code.
Country	Enter the client's country name.
Fax Number	Enter the client's fax number.
Client's Website	Enter the client's website URL address.

Create a Job Contact

Creates a new job contact.

Connection	Establish a connection to your ServiceM8 account.
Job ID	Select the Job ID whose contact you want to create.
Type	Select the contact type: Job Contact Billing Contact
First Name	Enter the first name of the contact.
Last Name	Enter the last name of the contact.
Phone	Enter the phone number of the contact.
Mobile	Enter the mobile number of the contact.
Email Address	Enter the email address of the contact.

Update a Client

Updates work data for a specific client by ID.

Connection	Establish a connection to your ServiceM8 account.
Select Client	Select the Client ID whose details you want to update.
Client Name	Enter the name of the client.
Address	Enter the client's address which is used as a default address for future jobs of this client.
Billing Address	Enter the billing address to which the client's invoices or quotes will be sent.
City	Enter the client's city name.
Street	Enter the client's street name.
State	Enter the client's state name.
Postcode	Enter the client's area postal code.
Country	Enter the client's country name.
Fax Number	Enter the client's fax number.
Client's Website	Enter the client's website URL address.

Delete a Client

Deletes a specific client by ID.

Connection	Establish a connection to your ServiceM8 account.
Client ID	Select the Client ID you want to delete.

Watch New Client

Triggers when a new client is created.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your ServiceM8 account.

Other

Watch Form Response

Triggers when a form is completed. Requires the forms addon to be enabled in your ServiceM8 account.

You do not have to add the webhooks in the ServiceM8 as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name	Enter a name for the webhook.
Connection	Establish a connection to your ServiceM8 account.

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your ServiceM8 account.
URL	Enter a path relative to `https://api.servicem8.com/`. For example: `/api_1.0/job.json` For the list of available endpoints, refer to the ServiceM8 API Documentation.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of Use - List Clients

The following API call returns all the clients from your ServiceM8 account:

URL:
/api_1.0/company.json

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body.
In our example, 3 clients were returned:

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