A brief introduction to Zapier integration

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ServiceM8 enables you to take advantage of using a web app integrators such as Zapier.

Zapier is an web automation app which allows you to connect and automate business workflows across supported cloud-based apps. This means you can build your own customised connections between supported apps, without needing to hire an app developer.

Zapier is a combination of trigger and action to connect apps together are called ‘zaps’.

The first part is the Trigger. Is an event that sets your zap in motion.

These certain events in ServiceM8 can trigger actions in other apps you’re integrating ServiceM8 with:

  • New job
  • New client
  • ServiceM8 form completed

The second part is the Action. Is an event that is completed in the second app automatically.

These ServiceM8 events can be triggered by events in other apps:

  • Create job
  • Create client

You can mix and match triggers and actions to automate certain tasks or workflow in your business.

So, you really need to plan it out and figure out the appropriate trigger and action to be used for your zap to automate your business tasks.

For example, if you want to monitor your field staff dealing with high risk job safety form issues. Using Zapier, you can trigger an automated process that will send you an email immediately once your field staff completed a certain form.

How it works:

1. Simply select a form in ServiceM8 to be used as a trigger

2. Select outbound email in Zapier to be used as action

3. Test and save it.

You can find the complete tutorial here.

To register and learn more about Zapier

If you wish to learn more about how Zapier works, jump here or if you want to give it a try then you can create a trial account here.

You can also browse some existing ServiceM8 zaps here.

 

Need help?

If you can’t spare the time, consider contacting a ServiceM8 Partner for setup assistance – because they’re already familiar with ServiceM8, they’ll likely be able to build on your ideas for connections and find even more ways to automate and streamline your workflows.

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