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How to connect Captions and ServiceM8
Create a New Scenario to Connect Captions 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 Captions, triggered by another scenario, or executed manually (for testing purposes). In most cases, Captions or ServiceM8 will be your first step. To do this, click "Choose an app," find Captions or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Captions Node
Select the Captions node from the app selection panel on the right.
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Configure the Captions
Click on the Captions node to configure it. You can modify the Captions URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the ServiceM8 Node
Next, click the plus (+) icon on the Captions 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.
Configure the Captions 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.
Set Up the Captions 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Captions, 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 Captions and ServiceM8 integration works as expected. Depending on your setup, data should flow between Captions 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 Captions and ServiceM8
ServiceM8 + Captions + Google Sheets: When a job is completed in ServiceM8, its details are retrieved. If a video testimonial is available, its captions are transcribed and saved along with the job details to a new row in a Google Sheet for reporting.
ServiceM8 + Captions + Slack: When a job is completed in ServiceM8, if a video testimonial is present, the video is transcribed using Captions. Key quotes from the transcription are then posted to a dedicated Slack channel.
Captions and ServiceM8 integration alternatives
About Captions
Need accurate, automated captions for videos? Integrate Captions with Latenode to generate and sync subtitles across platforms. Automate video accessibility for marketing, training, or support. Latenode adds scheduling, file handling, and error control to Captions, making scalable captioning workflows simple and efficient.
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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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See how Latenode works
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FAQ Captions and ServiceM8
How can I connect my Captions account to ServiceM8 using Latenode?
To connect your Captions account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Captions and click on "Connect".
- Authenticate your Captions and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically transcribe ServiceM8 call recordings with Captions?
Yes, you can! Latenode allows automated transcription via Captions when new ServiceM8 calls are recorded, ensuring every conversation is documented. Benefit from searchable transcripts and streamlined workflows.
What types of tasks can I perform by integrating Captions with ServiceM8?
Integrating Captions with ServiceM8 allows you to perform various tasks, including:
- Transcribing client calls logged in ServiceM8 using Captions AI.
- Creating summaries of ServiceM8 job notes using Captions AI.
- Automatically updating client profiles in ServiceM8 with Captions transcriptions.
- Generating action items from client call transcripts and adding them to ServiceM8.
- Analyzing call sentiment from Captions transcriptions to improve service quality.
How secure is my Captions data when using Latenode integrations?
Latenode employs robust security measures to protect your data. We use encryption and secure authentication protocols to ensure your Captions data remains safe.
Are there any limitations to the Captions and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Real-time transcription isn't supported; transcriptions are processed after the call.
- Complex ServiceM8 custom fields might require custom JavaScript code in Latenode.
- Very large audio files in Captions could exceed processing limits without optimization.
