Do everything in one place
Customize your Pipefy and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
Pipefy
- New card Real-timeNew card in Pipefy
- Deleted card Real-timeDeleted card in Pipefy
- Card done Real-timeCard done in Pipefy
- Card expired Real-timeCard expired in Pipefy
- Updated card Real-timeUpdated card in Pipefy
- Card late Real-timeCard late in Pipefy
- Moved card Real-timeMoved card in Pipefy
- Card overdue Real-timeCard overdue in Pipefy
- New record Real-timeNew record in Pipefy
- Record done Real-timeRecord done in Pipefy
- Updated record Real-timeUpdated record in Pipefy
- Record overdue Real-timeRecord overdue in Pipefy
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…
Pipefy
- Custom actionCustom action in Pipefy (Custom)
- Create cardCreate Card in Pipefy
- Create recordCreate a Database record in Pipefy
- Delete cardDelete card in Pipefy
- Delete recordDelete record in Pipefy
- Get a card by IDGet a card by ID in Pipefy
- Get cards by fieldGet cards by field in Pipefy
- Get cards by phaseGet cards by phase in Pipefy
- Get cards by titleGet cards by title in Pipefy
- Get a record by IDGet a record by ID in Pipefy
- Get recordsGet records in Pipefy
- Get records by fieldGet records by field in Pipefy
- Move cardMove card in Pipefy
- Update cardUpdate card in Pipefy
- Update recordUpdate record in Pipefy
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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