Do everything in one place

Customize your ServiceM8 and ZoomInfo integration with the following triggers and actions.

Triggers

When this happens…

ServiceM8
  • Contact created
    Contact created in ServiceM8
  • Job activity created
    Job activity created in ServiceM8
  • Material created
    Material created in ServiceM8
  • Staff created
    Staff created in ServiceM8
  • Job quoted
    Job quoted in ServiceM8
  • Client updated
    Client updated in ServiceM8
  • Job updated
    Job updated in ServiceM8
  • Any other trigger you can think up

ZoomInfo
  • Updated record Real-time
    Updated event in ZoomInfo
  • Any other trigger you can think up

Actions

Do this…

ServiceM8
  • Add job
    Add job in ServiceM8
  • Add job material
    Add job material to a job in ServiceM8
  • Create material
    Create material in ServiceM8
  • Add staff
    Add new staff in ServiceM8
  • Create client
    Create client in ServiceM8
  • Create contact
    Create contact in ServiceM8
  • Get client details by UUID
    Get client details in ServiceM8
  • Get job by UUID
    Get job in ServiceM8
  • Get job materials by job/UUID Batch
    Get job materials in ServiceM8
  • Get staff by UUID
    Get staff in ServiceM8
  • Search client
    Search client in ServiceM8
  • Search contact Batch
    Search contact in ServiceM8
  • Search job activities Batch
    Search job activities in ServiceM8
  • Search materials
    Search materials in ServiceM8
  • Search staff Batch
    Search staff in ServiceM8
  • Update client
    Update client in ServiceM8
  • Update contact
    Update contact in ServiceM8
  • Update job
    Update job in ServiceM8
  • Update material
    Update material in ServiceM8
  • Any other action you can think up

ZoomInfo
  • Custom action
    Custom action in ZoomInfo (Custom)
  • Enrich companies Batch
    Enrich companies in ZoomInfo
  • Enrich contacts Batch
    Enrich contacts in ZoomInfo
  • Enrich company location Batch
    Retrieve all locations in ZoomInfo
  • Enrich compliance data Batch
    Retrieve compliance data in ZoomInfo
  • Enrich corporate hierarchy Batch
    Retrieve corporate hierarchy in ZoomInfo
  • Enrich hashtags Batch
    Retrieve hashtags in ZoomInfo
  • Enrich intent Batch
    Retrieve intent in ZoomInfo
  • Enrich news Batch
    Retrieve news in ZoomInfo
  • Enrich organizational chart Batch
    Retrieve organizational chart in ZoomInfo
  • Enrich scoops Batch
    Retrieve scoops in ZoomInfo
  • Enrich technology stack information Batch
    Retrieve techstack information in ZoomInfo
  • Search companies Batch
    Search companies in ZoomInfo
  • Search contacts Batch
    Search contacts in ZoomInfo
  • Search intent Batch
    Search intent in ZoomInfo
  • Search news Batch
    Search news in ZoomInfo
  • Search scoops Batch
    Search scoops in ZoomInfo
  • 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

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo