Do everything in one place
Customize your ServiceM8 and Vlocity 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
Vlocity
- Object createdObject created in Vlocity
- Daily object reviewDaily Object review in Vlocity
- Object created/updatedObject created/updated in Vlocity
Any other trigger you can think up
Actions
Do this…
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
Vlocity
- Custom actionCustom action in Vlocity (Custom)
- Create objectCreate object in Vlocity
- Get related objects BatchGet related object list in Vlocity
- Search objects BatchSearch for objects in Vlocity
- Update objectUpdate object in Vlocity
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work