Do everything in one place
Customize your ServiceM8 and VendorPanel 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
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
VendorPanel
- Authenticate User's email.Authenticate user's email in VendorPanel.
- Get Opportunity Document by Opportunity ID and Document ID.Get opportunity document by opportunity ID and document ID in VendorPanel.
- Get Opportunity SubCategories by Opportunity ID and Supplier List Category ID.Get opportunity sub-categories by opportunity ID and supplier list category ID in VendorPanel.
- Get Opportunity Supplier by Opportunity ID and Supplier ID.Get opportunity supplier by opportunity ID and supplier ID in VendorPanel.
- Get Opportunity by ID.Get opportunity by ID in VendorPanel.
- Get Response Document by Opportunity ID, Response ID and Document ID.Get response document by opportunity ID, response ID and document ID in VendorPanel.
- Get Response by ID.Get response by ID in VendorPanel.
- List Opportunity Categories for Opportunity ID.List opportunity categories for opportunity ID in VendorPanel.
- List Opportunity Documents for Opportunity ID.List opportunity documents for opportunity ID in VendorPanel.
- List Opportunity Suppliers for Opportunity ID.List opportunity suppliers for opportunity ID from VendorPanel.
- List Response Documents for Opportunity ID and Response Id.List response documents for opportunity ID and response ID in VendorPanel.
Any other action you can think up
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