PartnerStack and ServiceM8 との統合と自動化

PartnerStack and ServiceM8を他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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強力なワークフローを迅速に構築

Triggers

When this happens…

PartnerStack
  • New event Real-time
    Monitor record event in PartnerStack

    • Any other trigger you can think up

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…

PartnerStack
  • Approve/decline application
    Approve or decline an application in PartnerStack
  • Assign partner team member to record
    Assign partner team member to record in PartnerStack
  • Convert Object
    Convert record in PartnerStack
  • Create record
    Create record in PartnerStack
  • Create Transaction
    Create a transaction record in PartnerStack
  • Custom Action
    Custom action in PartnerStack
  • Delete record
    Delete record in PartnerStack
  • Get record
    Get record in PartnerStack
  • Get record attachment details
    Get record attachment details in PartnerStack
  • Get record attachment list
    Get record attachment list in PartnerStack
  • Get partnership links
    Get all links for a partnership, including team members'links in PartnerStack
  • Modify tags
    Modify tags in PartnerStack
  • Search records
    Search records in PartnerStack
  • Update record
    Update record in PartnerStack
  • Update stage
    Update stage for record in PartnerStack

    • Any other action you can think up

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

単一のプラットフォーム

  • 強力
  • 俊敏性
  • スピード
  • 革新