ServiceM8 and VendorPanel integrations and automations

Seamlessly connect ServiceM8 and VendorPanel. 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build powerful workflows, fast

Triggers

When this happens…

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…

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

VendorPanel
  • Authenticate User's email.
    Authenticate user's email in VendorPanel.
  • Get Opportunity Document by Opportunity ID and Document ID.
    Get opportunity document by opportunity ID and document ID in VendorPanel.
  • Get Opportunity SubCategories by Opportunity ID and Supplier List Category ID.
    Get opportunity sub-categories by opportunity ID and supplier list category ID in VendorPanel.
  • Get Opportunity Supplier by Opportunity ID and Supplier ID.
    Get opportunity supplier by opportunity ID and supplier ID in VendorPanel.
  • Get Opportunity by ID.
    Get opportunity by ID in VendorPanel.
  • Get Response Document by Opportunity ID, Response ID and Document ID.
    Get response document by opportunity ID, response ID and document ID in VendorPanel.
  • Get Response by ID.
    Get response by ID in VendorPanel.
  • List Opportunity Categories for Opportunity ID.
    List opportunity categories for opportunity ID in VendorPanel.
  • List Opportunity Documents for Opportunity ID.
    List opportunity documents for opportunity ID in VendorPanel.
  • List Opportunity Suppliers for Opportunity ID.
    List opportunity suppliers for opportunity ID from VendorPanel.
  • List Response Documents for Opportunity ID and Response Id.
    List response documents for opportunity ID and response ID in VendorPanel.

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

Schedule a Demo