BlackLine and ServiceM8 integrations and automations

Do everything in one place

Customize your BlackLine and ServiceM8 integration with the following triggers and actions.

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…

BlackLine
  • Import account assignments
    Import account assignments in BlackLine
  • Import account balances
    Import account balances in BlackLine
  • Import account group mappings
    Import account group mappings in BlackLine
  • Import account group settings
    Import account group settings in BlackLine
  • Import account settings
    Import account settings in BlackLine
  • Import bank balances
    Import bank balances in BlackLine
  • Import budgets
    Import budgets in BlackLine
  • Import CIM mappings
    Import CIM mappings in BlackLine
  • Import currency rates
    Import currency rates in BlackLine
  • Import entities
    Import entities in BlackLine
  • Import entity types
    Import entity types in BlackLine
  • Import item detail
    Import item detail in BlackLine
  • Import multi-currency balances
    Import multi-currency balances in BlackLine
  • Import subledger balances
    Import subledger balances in BlackLine
  • Import task dependencies
    Import task dependencies in BlackLine
  • Import task description
    Import task description in BlackLine
  • Import tasks
    Import tasks in BlackLine
  • Import tasks auto-certify completion
    Import tasks auto-certify completion in BlackLine
  • Import team types
    Import team types in BlackLine
  • Import teams
    Import teams in BlackLine
  • Import user entities
    Import user entities in BlackLine
  • Import user roles
    Import user roles in BlackLine
  • Import user team assignments
    Import user team assignments in BlackLine
  • Import users
    Import users in BlackLine
  • Import variance group mapping
    Import variance group mapping in BlackLine
  • Import variance group settings
    Import variance group settings in BlackLine
  • Import variance rules
    Import variance rules in BlackLine
  • Import variance settings
    Import variance settings in BlackLine

    • 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

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