AITable and ServiceM8 Integration

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Automatically update ServiceM8 jobs from AITable records and manage field service operations via Latenode’s visual editor. Customize advanced logic with JavaScript, scale affordably, and ensure efficient data synchronization.

Swap Apps

AITable

ServiceM8

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect AITable and ServiceM8

Create a New Scenario to Connect AITable and ServiceM8

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AITable, triggered by another scenario, or executed manually (for testing purposes). In most cases, AITable or ServiceM8 will be your first step. To do this, click "Choose an app," find AITable or ServiceM8, and select the appropriate trigger to start the scenario.

Add the AITable Node

Select the AITable node from the app selection panel on the right.

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AITable

Configure the AITable

Click on the AITable node to configure it. You can modify the AITable URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Connect AITable

Sign In

Run node once

Add the ServiceM8 Node

Next, click the plus (+) icon on the AITable node, select ServiceM8 from the list of available apps, and choose the action you need from the list of nodes within ServiceM8.

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AITable

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ServiceM8

Authenticate ServiceM8

Now, click the ServiceM8 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ServiceM8 settings. Authentication allows you to use ServiceM8 through Latenode.

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AITable

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Sign In

Run node once

Configure the AITable and ServiceM8 Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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ServiceM8 Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the AITable and ServiceM8 Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring AITable, ServiceM8, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the AITable and ServiceM8 integration works as expected. Depending on your setup, data should flow between AITable and ServiceM8 (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect AITable and ServiceM8

AITable + ServiceM8 + Slack: When a new record is created in AITable, a corresponding job is created in ServiceM8. Then, a notification is sent to a Slack channel to inform relevant team members about the new service request.

ServiceM8 + AITable + Google Calendar: When a new job is scheduled in ServiceM8, the details are added to AITable for tracking. Simultaneously, an event is created in Google Calendar to mark the appointment.

AITable and ServiceM8 integration alternatives

About AITable

Manage project data in AITable and sync it with Latenode for powerful automation. Update databases, trigger notifications, or generate reports based on AITable changes. Latenode adds logic and integrations, creating workflows that AITable alone can't provide. Scale custom apps with ease, paying only for execution time.

About ServiceM8

Sync ServiceM8 field service data with other apps inside Latenode to automate scheduling, invoicing, and client communication. Use Latenode's visual editor to build custom workflows triggered by ServiceM8 events, avoiding manual data entry. Connect accounting, CRM, and marketing tools, extending ServiceM8's capabilities without complex coding.

See how Latenode works

FAQ AITable and ServiceM8

How can I connect my AITable account to ServiceM8 using Latenode?

To connect your AITable account to ServiceM8 on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select AITable and click on "Connect".
  • Authenticate your AITable and ServiceM8 accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update ServiceM8 jobs from AITable records?

Yes, you can! Latenode allows real-time syncing. This ensures your job details in ServiceM8 are always updated based on the latest information in AITable, saving manual updates.

What types of tasks can I perform by integrating AITable with ServiceM8?

Integrating AITable with ServiceM8 allows you to perform various tasks, including:

  • Create new ServiceM8 jobs from new AITable records automatically.
  • Update ServiceM8 contact details based on changes in AITable.
  • Trigger AITable updates when a ServiceM8 job status changes.
  • Synchronize inventory data between AITable and ServiceM8.
  • Generate summary reports in AITable from ServiceM8 job data.

Can I use custom JavaScript functions to transform data on Latenode?

Yes, you can! Latenode allows incorporating JavaScript for complex data transformations between AITable and ServiceM8, beyond simple field mappings.

Are there any limitations to the AITable and ServiceM8 integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript knowledge.
  • Real-time synchronization depends on the API limits of both apps.
  • Initial setup requires correctly mapping fields between AITable and ServiceM8.

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