Do everything in one place
Customize your ServiceM8 and ZoomInfo 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
ZoomInfo
- Updated record Real-timeUpdated event in ZoomInfo
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
ZoomInfo
- Custom actionCustom action in ZoomInfo (Custom)
- Enrich companies BatchEnrich companies in ZoomInfo
- Enrich contacts BatchEnrich contacts in ZoomInfo
- Enrich company location BatchRetrieve all locations in ZoomInfo
- Enrich compliance data BatchRetrieve compliance data in ZoomInfo
- Enrich corporate hierarchy BatchRetrieve corporate hierarchy in ZoomInfo
- Enrich hashtags BatchRetrieve hashtags in ZoomInfo
- Enrich intent BatchRetrieve intent in ZoomInfo
- Enrich news BatchRetrieve news in ZoomInfo
- Enrich organizational chart BatchRetrieve organizational chart in ZoomInfo
- Enrich scoops BatchRetrieve scoops in ZoomInfo
- Enrich technology stack information BatchRetrieve techstack information in ZoomInfo
- Search companies BatchSearch companies in ZoomInfo
- Search contacts BatchSearch contacts in ZoomInfo
- Search intent BatchSearch intent in ZoomInfo
- Search news BatchSearch news in ZoomInfo
- Search scoops BatchSearch scoops in ZoomInfo
Any other action you can think up
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