ServiceM8
Field service software
Integrate the ServiceM8 API with the Salesforce (REST API) API
Setup the ServiceM8 API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate ServiceM8 and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect ServiceM8 with Salesforce (REST API)#
Popular ServiceM8 and Salesforce (REST API) Triggers#
Emit new event when a new Form Response is created.
Emit new event when a new job is created. By creating this trigger, any other Job triggers will stop working as ServiceM8 will replace any previous ones.
Emit new event when a job completes. By creating this trigger, any other Job triggers will stop working as ServiceM8 will replace any previous ones.
Emit new event when a job is queued. By creating this trigger, any other Job triggers will stop working as ServiceM8 will replace any previous ones.
Popular ServiceM8 and Salesforce (REST API) Actions#
Adds an existing contact to an existing campaign. See Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Creates a Salesforce account, representing an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). See Account SObject and Create Record
Creates an attachment, which represents a file that a User has uploaded and attached to a parent object. See Attachment SObject and Create Record
Overview of ServiceM8#
The ServiceM8 API allows businesses to streamline their field service management by automating tasks and integrating with other tools. Through Pipedream, you can harness this API to create custom workflows that trigger actions within ServiceM8 or sync data with other apps. Automate job scheduling, dispatching, invoicing, and more by reacting to events in real-time. Enhance productivity by connecting ServiceM8 to CRMs, accounting software, or custom databases, ensuring consistent and updated information across platforms.
Connect ServiceM8#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
servicem8: {
type: "app",
app: "servicem8",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.servicem8.com/api_1.0/staff.json`,
headers: {
Authorization: `Bearer ${this.servicem8.$auth.oauth_access_token}`,
},
})
},
})
Overview of Salesforce (REST API)#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce (REST API)#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})