Description
Zapier is a user-friendly platform for connecting and automating workflows across cloud-based apps. With Zapier, you can build your own customised connections between supported apps, without needing to hire an IT developer — just ‘set and forget’.
These connections between apps work on a cause and effect basis i.e. you configure the software to detect a certain event in one app, which then “triggers” a certain action in another app. You can even trigger multiple actions in the one app, or across different apps.
With Zapier for example you can create an automated process which will automatically send you an email whenever a staff member assesses a job site risk as “High” or above when filling out a Job Safety Analysis form in ServiceM8.
Triggers
These certain events in ServiceM8 can trigger actions in other apps you’re integrating ServiceM8 with
• New job
• New client
• ServiceM8 form completed
Actions
These ServiceM8 events can be triggered by events in other apps
• Create job
• Create client
Browse Zapier for ServiceM8 integrations with all the popular apps you use, like Google Sheets, HubSpot CRM, Slack, Insightly, and hundreds of others!