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Customize your EdCast and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
ServiceM8
- Contact createdContact created in ServiceM8
- Job activity createdJob activity created in ServiceM8
- Material createdMaterial created in ServiceM8
- Staff createdStaff created in ServiceM8
- Job quotedJob quoted in ServiceM8
- Client updatedClient updated in ServiceM8
- Job updatedJob updated in ServiceM8
Any other trigger you can think up
Actions
Do this…
EdCast
- Add Learning goals to the userAdd a Learning goal to the user in Edcast LXP
- Add a Member to a GroupAdd a member to a group in EdCast LXP
- Assign manager to userAssign manager to user by User External ID or User Email ID.
- Create a GroupCreate a group in EdCast LXP
- Create User BadgeCreate badge for a user in EdCast LXP
- Create User SkillCreate Skill for a user in EdCast LXP
- Create User RecordsCreate users records in EdCast LXP (maximum batches of 10)
- Custom actionCustom action in EdCast LXP
- Delete user skillDelete User Skill from Edcast LXP
- Get list of usersGet list of users in EdCast LXP
- Get GroupsGet groups in EdCast LXP
- Get user by IDGet a user record in EdCast LXP
- Get User Skill CredentialsGet Skill credential for a user in EdCast LXP
- Get Users GroupsReturns the user's group(s) from EdCast LXP
- Remove Learning goals to the userRemove a Learning goal of the user in Edcast LXP
- Remove a Member From a GroupRemove a Member from a Group in EdCast LXP
- Unassign manager from userUnassign manager from user by User External ID or User Email ID
- Update a GroupUpdate a group in EdCast LXP
- Update User Record by IDUpdate a user record in EdCast LXP
- Update User StatusUpdate a user's status in EdCast LXP
Any other action you can think up
ServiceM8
- Add jobAdd job in ServiceM8
- Add job materialAdd job material to a job in ServiceM8
- Create materialCreate material in ServiceM8
- Add staffAdd new staff in ServiceM8
- Create clientCreate client in ServiceM8
- Create contactCreate contact in ServiceM8
- Get client details by UUIDGet client details in ServiceM8
- Get job by UUIDGet job in ServiceM8
- Get job materials by job/UUID BatchGet job materials in ServiceM8
- Get staff by UUIDGet staff in ServiceM8
- Search clientSearch client in ServiceM8
- Search contact BatchSearch contact in ServiceM8
- Search job activities BatchSearch job activities in ServiceM8
- Search materialsSearch materials in ServiceM8
- Search staff BatchSearch staff in ServiceM8
- Update clientUpdate client in ServiceM8
- Update contactUpdate contact in ServiceM8
- Update jobUpdate job in ServiceM8
- Update materialUpdate material in ServiceM8
Any other action you can think up
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