Do everything in one place
Customize your ServiceM8 and RecipeOps by Workato 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
RecipeOps by Workato
- Usage threshold reached Real-timeTriggers when usage thresholds are reached in 10% intervals
- API concurrency threshold exceeded Real-timeAPI concurrency threshold exceeded in workspace
- On-prem agent disconnected Real-timeOn-prem agent disconnected
- Job failed Real-timeReceive notification when a job fails in specified recipes
- Member invitation accepted Real-timeReceive notification when an invitation is accepted
- Package deployed Real-timeReceive notification when a package is deployed
- Recipe started Real-timeReceive notification when a recipe is started
- Recipe stopped by user Real-timeReceive notification when a recipe is stopped by a user
- Account connected Real-timeReceive notification when an app is connected
- Account disconnected Real-timeReceive notification when an app is disconnected
- Account credentials refresh failed Real-timeReceive notification when an App fails to refresh its access credentials
- Recipe stopped by Workato Real-timeReceive notification when a recipe is stopped due to errors
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
RecipeOps by Workato
- Get recipe detailsGet recipe details of specified recipe
- Search job history BatchSearch job history of specified recipe
- Rerun jobs BatchRerun specified jobs
- List connections BatchList connections
- List recipes BatchList all recipes
- Search recipes BatchSearch recipes
- Start recipeStart an inactive recipe
- Stop recipeStop an active recipe
- Get account detailsGet account details
Any other action you can think up
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