Do everything in one place
Customize your Priority Software and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
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…
Priority Software
- Search records using OData querySearch for records using OData query in Priority Software
- Batch create record BatchCreate records in batches in Priority Software
- Batch update record BatchUpdate records in batches in Priority Software
- Create recordCreate record in Priority Software
- Create relative entityCreate relative entity of entity in Priority Software
- Custom actionCustom action in Priority Software
- Delete recordDelete record in Priority Software
- Download fileDownload file from Priority Software
- Get relative entity detailsGet relative entity of object in Priority Software
- Get record details by IDGet details of specific record in Priority Software
- Search recordsSearch records in Priority Software
- Update recordUpdate record in Priority Software
- Update relative entityUpdate relative entity of entity in Priority Software
- Upload fileUpload file to Priority Software
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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