ServiceM8

Field service software

Integrate the ServiceM8 API with the Zoho CRM API

Setup the ServiceM8 API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate ServiceM8 and Zoho CRM remarkably fast. Free for developers.

Convert Lead with Zoho CRM API on New Client (Instant) from ServiceM8 API
ServiceM8 + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Form Response (Instant) from ServiceM8 API
ServiceM8 + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Job (Instant) from ServiceM8 API
ServiceM8 + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Job Completed (Instant) from ServiceM8 API
ServiceM8 + Zoho CRM
 
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Convert Lead with Zoho CRM API on New Job Queued (Instant) from ServiceM8 API
ServiceM8 + Zoho CRM
 
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New Client (Instant) from the ServiceM8 API

Emit new event when a new client is created.

 
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New Form Response (Instant) from the ServiceM8 API

Emit new event when a new Form Response is created.

 
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New Job (Instant) from the ServiceM8 API

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.

 
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New Job Completed (Instant) from the ServiceM8 API

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.

 
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New Job Queued (Instant) from the ServiceM8 API

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.

 
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Convert Lead with the Zoho CRM API

Converts a Lead into a Contact or an Account. See the documentation

 
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Create Object with the Zoho CRM API

Create a new object/module entry. See the documentation

 
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Download Attachment with the Zoho CRM API

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

 
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Get Object with the Zoho CRM API

Gets record data given its id.

 
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List Fields with the Zoho CRM API

Gets the field metadata for the specified module

 
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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

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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 Zoho CRM

The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.

Connect Zoho CRM

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_crm: {
      type: "app",
      app: "zoho_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
      },
    })
  },
})