Do everything in one place
Customize your Marketo and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
Marketo
- Export new leads in MarketoExport new leads in Marketo
- Export new/updated leads in MarketoExport new/updated leads in Marketo
- Monitor leads added to list BatchMonitor leads added to list in Marketo
- New lead activity BatchNew lead activity in Marketo
- New lead in listNew lead in list in Marketo
- New Marketo Self Service Flow Step Real-timeNew Marketo Self Service Flow Step in Marketo
- New/updated lead BatchNew/updated lead in Marketo
- New/updated leadNew/updated lead in Marketo
Any other trigger you can think up
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…
Marketo
- Custom actionCustom action in Marketo (Custom)
- Activate smart campaignActivate smart campaign in Marketo
- Add custom activity BatchAdd custom activity in Marketo
- Add leads to lead list BatchAdd leads to lead list in Marketo
- Bulk export objects to fileExport objects in bulk in Marketo
- Bulk import objects from fileBulk import objects to Marketo from file
- Change lead program status BatchChange lead program status in Marketo
- Clone objectClone object in Marketo
- Create objectCreate object in Marketo
- Get objectsGet objects in Marketo
- Remove leads from lead listRemove leads from lead list in Marketo
- Return data to Marketo Self Service Flow StepReturn data to Marketo Self Service Flow Step in Marketo
- Schedule campaign or smart campaignSchedule campaign or smart campaign in Marketo
- Search objects BatchSearch object in Marketo
- Submit formSubmit form in Marketo
- Trigger campaign or smart campaign for specific leadsTrigger campaign or smart campaign in Marketo
- Update objectUpdate object in Marketo
- Upsert custom objects BatchUpsert custom objects in Marketo
- Create/update/upsert leads BatchCreate/update/upsert leads in Marketo
- Upsert objectUpsert object in Marketo
- Upsert tokensUpsert tokens in Marketo
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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