Do everything in one place
Customize your ServiceM8 and Xero 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
Xero
- New/updated credit noteNew/updated credit note in Xero
- New/updated itemNew/updated item in Xero
- New/updated overpaymentNew/updated overpayment in Xero
- New/updated prepaymentNew/updated prepayment in Xero
- New/updated accountNew or updated account in Xero
- New/updated billNew/updated bill in Xero
- New/updated contactNew/updated contact in Xero
- New/updated employeeNew or updated employee in Xero
- New/updated invoiceNew/updated invoice in Xero
- New/updated paymentNew or updated payment in Xero
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
Xero
- Custom actionCustom action in Xero (Custom)
- Upsert line item to bill or invoiceUpsert line item to bill/invoice in Xero
- Add person(s) to contactAdd person(s) to contact in Xero
- Create timesheet with 1 line itemCreate timesheet with a single line item in Xero
- Create bank transactionCreate bank transaction in Xero
- Create bill with 1 line itemCreate bill with a single line item in Xero
- Create bill with multiple line itemsCreate bill with multiple line items in Xero
- Create contactCreate contact in Xero
- Create credit note with line itemsCreate credit note with multiple line items in Xero
- Create employee (US)Create employee in Xero
- Create employee (AU)Create employee in Xero
- Create invoice with 1 line itemCreate invoice with a single line item in Xero
- Create invoice with line itemsCreate invoice with multiple line items in Xero
- Create itemCreate item in Xero
- Create manual journal with line itemsCreate manual journal with multiple line items in Xero
- Create overpaymentCreate overpayment in Xero
- Create invoice paymentCreate invoice payment in Xero
- Create prepaymentCreate prepayment in Xero
- Create purchase order with line itemsCreate purchase order with multiple line items in Xero
- Get contact detailsGet contact details inXero
- Get bill or invoice detailsGet bill/invoice by ID or number in Xero
- Get online invoice URLGet online invoice URL in Xero
- Get manual journal by IDGet manual journal by ID in Xero
- Get paymentGet payment in Xero
- Get purchase orderGet purchase order by ID in Xero
- List accounts BatchList accounts in Xero
- List connectionsList connections in Xero
- List currencies BatchList currencies in Xero
- List organisationsList organisations in Xero
- List tax rates BatchList tax rates in Xero
- Search accounts BatchSearch for accounts in Xero
- Search bank transactions BatchSearch for bank transactions in Xero
- Search contacts BatchSearch for a contact in Xero
- Search credit notes BatchSearch credit notes in Xero
- Search bills or invoices BatchSearch bills/invoices in Xero
- Search itemsSearch items in Xero
- Search manual journals BatchSearch for manual journals in Xero
- Search overpayments BatchSearch overpayments in Xero
- Search payments BatchSearch payments in Xero
- Search prepayments BatchSearch prepayments in Xero
- Search purchase orders BatchSearch purchase orders in Xero
- Upsert contactUpsert contact in Xero
- Update bill or invoice header detailsUpdate bill/invoice header details in Xero
- Update bill or invoice with line itemsUpdate bill/invoice with line items in Xero
- Update itemUpdate item in Xero
- Update manual journal and line itemsUpdate manual journal headers and line items in Xero
- Upload attachmentUpload attachment to a sales record
- Void paymentVoid payment in Xero
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