Brilliant Directories and ServiceM8 Integration

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Automatically create ServiceM8 jobs from new Brilliant Directories leads, streamlining service requests. Latenode's visual editor and affordable pricing make custom workflows easier, ensuring seamless lead management and faster service delivery with less manual work.

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Brilliant Directories

ServiceM8

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Brilliant Directories and ServiceM8

Create a New Scenario to Connect Brilliant Directories 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 Brilliant Directories, triggered by another scenario, or executed manually (for testing purposes). In most cases, Brilliant Directories or ServiceM8 will be your first step. To do this, click "Choose an app," find Brilliant Directories or ServiceM8, and select the appropriate trigger to start the scenario.

Add the Brilliant Directories Node

Select the Brilliant Directories node from the app selection panel on the right.

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Configure the Brilliant Directories

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

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Add the ServiceM8 Node

Next, click the plus (+) icon on the Brilliant Directories 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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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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Configure the Brilliant Directories 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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Run node once

Set Up the Brilliant Directories 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 Brilliant Directories, 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 Brilliant Directories and ServiceM8 integration works as expected. Depending on your setup, data should flow between Brilliant Directories 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 Brilliant Directories and ServiceM8

Brilliant Directories + ServiceM8 + Google Calendar: When a new user joins Brilliant Directories, a corresponding client is created in ServiceM8. Subsequently, a job is created in ServiceM8 and a matching event is scheduled in Google Calendar.

ServiceM8 + Brilliant Directories + Twilio: When a new job is created in ServiceM8, the corresponding client information is fetched, and an SMS reminder is sent to the client via Twilio, using data from their Brilliant Directories profile.

Brilliant Directories and ServiceM8 integration alternatives

About Brilliant Directories

Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.

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.

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FAQ Brilliant Directories and ServiceM8

How can I connect my Brilliant Directories account to ServiceM8 using Latenode?

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

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

Can I automatically create ServiceM8 jobs from new Brilliant Directories leads?

Yes, you can! Latenode lets you automate lead capture, instantly converting them into ServiceM8 jobs. This saves time and ensures prompt follow-up, increasing conversion rates.

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

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

  • Create ServiceM8 jobs when new leads register on Brilliant Directories.
  • Update lead information in Brilliant Directories based on ServiceM8 job status.
  • Send automated SMS reminders to members via ServiceM8 for upcoming events.
  • Track service history from ServiceM8 directly within Brilliant Directories profiles.
  • Generate reports combining membership data and service performance metrics.

How secure is connecting Brilliant Directories to ServiceM8 in Latenode?

Latenode employs robust encryption and secure authentication protocols, ensuring your Brilliant Directories and ServiceM8 data is protected during integration and workflow execution.

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

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

  • Complex data transformations might require JavaScript knowledge.
  • Rate limits of the Brilliant Directories and ServiceM8 APIs apply.
  • Real-time synchronization depends on the APIs' update frequency.

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