Do everything in one place
Customize your Outlook and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
Outlook
- New contactNew contact in Outlook
- New email Real-timeNew email received in Outlook Mail
- New event Real-timeNew event created in Outlook Calendar
- New/updated contactNew/updated contact in Outlook
- New/updated event Real-timeNew/updated event in Outlook Calendar
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…
Outlook
- Custom actionCustom action in Outlook (Custom)
- Create contactCreate contact in Outlook
- Create calendar eventCreate event in Outlook Calendar
- Delete contactDelete contact in Outlook
- Download email attachmentsDownload email attachments from email in Outlook Mail
- Get calendar by IDGet calendar details by ID in Outlook
- Get contactGet contact in Outlook
- Get calendar event by IDGet event in Outlook Calendar
- List contacts BatchList contacts in Outlook
- List all instances of an event BatchList all instances of an event in Outlook
- Search calendar BatchSearch for calendar details in Outlook
- Search contacts BatchSearch contacts in Outlook
- Search calendar events BatchSearch events in Outlook Calendar
- Send emailSend email from Outlook Mail
- Update contactUpdate contact in Outlook
- Update calendar eventUpdate event in Outlook Calendar
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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