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Customize your ServiceM8 and Workbot for Microsoft Teams 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

Workbot for Microsoft Teams
  • New command Real-time
    New command to Workbot for Teams
  • New help message trigger Real-time
    New help message to Workbot
  • New real-time event Real-time
    Real-time event in Microsoft Teams
  • 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

Workbot for Microsoft Teams
  • Custom action
    Custom action in Workbot for Microsoft Teams (Custom)
  • Delete message
    Delete message in Microsoft Teams
  • Get user info by principal name or user ID
    Get user info by principal name or user ID
  • Response to real-time event
    Response to real-time event in Microsoft Teams
  • Post message
    Post message to user as Workbot
  • Post reply
    Post reply to user as Workbot
  • Post message (old version)
    Post message as Teams Workbot
  • Post reply (old version)
    Post reply as Teams Workbot
  • Post simple message
    Post simple message as Teams Workbot
  • Post simple reply
    Post simple reply as Teams Workbot
  • Any other action you can think up

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