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How to connect Contacts+ and ServiceM8
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or ServiceM8 will be your first step. To do this, click "Choose an app," find Contacts+ or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+, 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 Contacts+ and ServiceM8 integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and ServiceM8
Contacts+ + ServiceM8 + Google Calendar: When a new contact is added to Contacts+ and a new job is created in ServiceM8, create an event in Google Calendar to schedule a service visit.
ServiceM8 + Contacts+ + Twilio: When a job is updated in ServiceM8, find the associated contact in Contacts+ and send them an SMS update via Twilio.
Contacts+ and ServiceM8 integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and ServiceM8
How can I connect my Contacts+ account to ServiceM8 using Latenode?
To connect your Contacts+ account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger ServiceM8 jobs from new Contacts+ entries?
Yes, you can! Latenode lets you automatically create ServiceM8 jobs when a new contact is added to Contacts+, saving time and ensuring prompt service dispatch.
What types of tasks can I perform by integrating Contacts+ with ServiceM8?
Integrating Contacts+ with ServiceM8 allows you to perform various tasks, including:
- Create new ServiceM8 clients from updated Contacts+ contacts
- Sync contact details between Contacts+ and ServiceM8 in real-time
- Automatically update ServiceM8 job details using Contacts+ data
- Trigger targeted marketing campaigns based on ServiceM8 job status
- Log completed ServiceM8 jobs against Contacts+ contact history
How secure is my Contacts+ data when using Latenode?
Latenode employs robust security measures, including encryption and access controls, to protect your Contacts+ data during integration.
Are there any limitations to the Contacts+ and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- High-volume data syncing may impact performance.
- Custom Contacts+ or ServiceM8 fields might need manual mapping.
