Qualtrics and ServiceM8 integrations and automations

Seamlessly connect Qualtrics and ServiceM8. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Qualtrics
  • New survey response Real-time
    New survey response in Qualtrics

    • Any other trigger you can think up

ServiceM8
  • Contact created
    Contact created in ServiceM8
  • Job activity created
    Job activity created in ServiceM8
  • Material created
    Material created in ServiceM8
  • Staff created
    Staff created in ServiceM8
  • Job quoted
    Job quoted in ServiceM8
  • Client updated
    Client updated in ServiceM8
  • Job updated
    Job updated in ServiceM8

    • Any other trigger you can think up

Actions

Do this…

Qualtrics
  • Create mailing list
    Create mailing list in Qualtrics
  • Create reminder distribution
    Create reminder distribution Qualtrics
  • Custom action
    Custom action in Qualtrics
  • Distribute survey via email
    Distribute survey via email in Qualtrics
  • Get mailing list details
    Get mailing list by ID in Qualtrics
  • Get response details
    Get response details by ID in Qualtrics

    • Any other action you can think up

ServiceM8
  • Add job
    Add job in ServiceM8
  • Add job material
    Add job material to a job in ServiceM8
  • Create material
    Create material in ServiceM8
  • Add staff
    Add new staff in ServiceM8
  • Create client
    Create client in ServiceM8
  • Create contact
    Create contact in ServiceM8
  • Get client details by UUID
    Get client details in ServiceM8
  • Get job by UUID
    Get job in ServiceM8
  • Get job materials by job/UUID Batch
    Get job materials in ServiceM8
  • Get staff by UUID
    Get staff in ServiceM8
  • Search client
    Search client in ServiceM8
  • Search contact Batch
    Search contact in ServiceM8
  • Search job activities Batch
    Search job activities in ServiceM8
  • Search materials
    Search materials in ServiceM8
  • Search staff Batch
    Search staff in ServiceM8
  • Update client
    Update client in ServiceM8
  • Update contact
    Update contact in ServiceM8
  • Update job
    Update job in ServiceM8
  • Update material
    Update material in ServiceM8

    • Any other action you can think up

One platform

  • Power
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  • Speed
  • Innovation

Let’s start automating

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