ServiceM8 and Microsoft Word integrations and automations

Seamlessly connect ServiceM8 and Microsoft Word. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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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

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

Microsoft Word
  • Custom action
    Custom action in Microsoft Word (Custom)
  • Accept tracked change
    Accept tracked change in Microsoft Word
  • Add comment
    Add comment in Microsoft Word
  • Create document
    Create document in Microsoft Word
  • Download document
    Download document in Microsoft Word
  • Get document content
    Get document content in Microsoft Word
  • Get document info
    Get document info in Microsoft Word
  • List comments Batch
    List comments in Microsoft Word
  • List tracked changes Batch
    List tracked changes in Microsoft Word
  • Reject tracked change
    Reject tracked change in Microsoft Word
  • Reopen comment
    Reopen comment in Microsoft Word
  • Reply to comment
    Reply to comment in Microsoft Word
  • Resolve comment
    Resolve comment in Microsoft Word
  • Update document
    Update document content in Microsoft Word

    • Any other action you can think up

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