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Customize your Concur and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
Concur
- New expense report submissionNew expense report submission in Concur
- New expense reportNew expense report in Concur
- New or updated invoiceNew or updated invoice in Concur
- New or updated userNew or updated user in Concur
- New or updated expense reportNew or updated expense report in Concur
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…
Concur
- Custom actionCustom action in Concur (Custom)
- Upload receipt imageUpload receipt image in Concur
- Create list itemCreate list item in Concur
- Create userCreate user in Concur
- Create users BatchCreate users in Concur
- Create vendors BatchCreate vendors in Concur
- Delete list itemDelete list item in Concur
- Get all attendee types BatchGet all attendee types in Concur
- Get all expense group configurations BatchGet all expense group configurations in Concur
- Get all expense types BatchGet all expense types in Concur
- Get all lists BatchGet all lists in Concur
- Get all payment types BatchGet all payment types in Concur
- Search users BatchSearch users in Concur
- Get entry image URLGet entry image URL in Concur
- Get expense report detailsGet expense report details by report ID in Concur
- Get all list item BatchRetrieve first level list item in Concur
- Get invoice detailsGet invoice by ID in Concur
- Get userGet user profile in Concur
- Get user provisioning status detailsGet user provisioning status details in Concur
- Submit expense report through a workflowSubmit expense report through a workflow in Concur
- Search expense reports BatchSearch expense reports in Concur
- Search vendors BatchSearch vendors in Concur
- Update userUpdate user in Concur
- Update users BatchUpdate users in Concur
- Update vendors BatchUpdate vendors in Concur
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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