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Customize your Pipedrive and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
Pipedrive
- New objectNew object in Pipedrive
- New or Updated objectNew or Updated object in Pipedrive
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…
Pipedrive
- Custom actionCustom action in Pipedrive (Custom)
- Create activityCreate activity in Pipedrive
- Create dealCreate deal in Pipedrive
- Create noteCreate note in Pipedrive
- Create organizationCreate organization in Pipedrive
- Get deal related products BatchGet products from the deal in Pipedrive
- Get object BatchGet object from PipeDrive
- Update dealUpdate deal in Pipedrive
- Update organizationUpdate organization in Pipedrive
- Update personUpdate person in Pipedrive
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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