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How to connect Cloze and ServiceM8
Create a New Scenario to Connect Cloze 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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or ServiceM8 will be your first step. To do this, click "Choose an app," find Cloze or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Cloze Node
Select the Cloze node from the app selection panel on the right.
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Add the ServiceM8 Node
Next, click the plus (+) icon on the Cloze 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 Cloze 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 Cloze 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 Cloze, 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 Cloze and ServiceM8 integration works as expected. Depending on your setup, data should flow between Cloze 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 Cloze and ServiceM8
Cloze + ServiceM8 + Google Sheets: When a new communication record is added in Cloze for a client, this creates a corresponding job in ServiceM8. Details of the new job are then added to a Google Sheet for tracking and reporting purposes.
ServiceM8 + Cloze + Slack: When a new job is created in ServiceM8, the client's Cloze record is updated with a note about the new job. A notification is then sent to a designated Slack channel to inform the team about the new job and the updated client information.
Cloze and ServiceM8 integration alternatives
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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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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FAQ Cloze and ServiceM8
How can I connect my Cloze account to ServiceM8 using Latenode?
To connect your Cloze account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cloze and click on "Connect".
- Authenticate your Cloze 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 Cloze deals?
Yes, you can! Latenode allows seamless automation, instantly creating ServiceM8 jobs when new deals are closed in Cloze, streamlining field service scheduling and improving response times.
What types of tasks can I perform by integrating Cloze with ServiceM8?
Integrating Cloze with ServiceM8 allows you to perform various tasks, including:
- Create ServiceM8 jobs when new opportunities are created in Cloze.
- Update Cloze opportunities when ServiceM8 job status changes.
- Sync client contact information between Cloze and ServiceM8.
- Trigger email notifications based on Cloze deal stages in ServiceM8.
- Generate reports combining sales and service data.
HowsecureistheClozeintegrationwithServiceM8onLatenode?
Latenode uses robust encryption and secure authentication protocols, ensuring your Cloze and ServiceM8 data remains protected during integration and workflow execution.
Are there any limitations to the Cloze and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields might require manual mapping.
- Real-time sync is subject to API rate limits of both Cloze and ServiceM8.
- Historical data migration might require a separate, larger workflow.
