How to connect ConvertAPI and ServiceM8
Create a New Scenario to Connect ConvertAPI and ServiceM8
In the workspace, click the βCreate New Scenarioβ button.

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

Add the ConvertAPI Node
Select the ConvertAPI node from the app selection panel on the right.


ConvertAPI

Configure the ConvertAPI
Click on the ConvertAPI node to configure it. You can modify the ConvertAPI 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 ConvertAPI 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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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.
Configure the ConvertAPI 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 ConvertAPI 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 donβt 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.

JavaScript
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AI Anthropic Claude 3
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ServiceM8
Trigger on Webhook
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ConvertAPI
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring ConvertAPI, ServiceM8, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the ConvertAPI and ServiceM8 integration works as expected. Depending on your setup, data should flow between ConvertAPI 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 ConvertAPI and ServiceM8
ServiceM8 + ConvertAPI + Google Drive: When a job is completed in ServiceM8, the related documents are converted to a specified format using ConvertAPI, and then archived in a designated folder in Google Drive.
ServiceM8 + ConvertAPI + PandaDoc: When a job is completed in ServiceM8, service report data is converted to PDF via ConvertAPI, and then a PandaDoc document is created and sent using that PDF.
ConvertAPI and ServiceM8 integration alternatives

About ConvertAPI
Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.
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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
FAQ ConvertAPI and ServiceM8
How can I connect my ConvertAPI account to ServiceM8 using Latenode?
To connect your ConvertAPI account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ConvertAPI and click on "Connect".
- Authenticate your ConvertAPI and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate report generation after job completion?
Yes! Latenode lets you trigger ConvertAPI to generate reports from ServiceM8 data. Automate PDFs upon job completion, saving time with our visual no-code interface and advanced logic.
What types of tasks can I perform by integrating ConvertAPI with ServiceM8?
Integrating ConvertAPI with ServiceM8 allows you to perform various tasks, including:
- Automatically convert quotes to PDF after ServiceM8 job creation.
- Generate invoices in PDF format after a ServiceM8 job is completed.
- Archive converted documents to cloud storage via Latenode's integrations.
- Create reports from ServiceM8 data and convert them into shareable formats.
- Send converted documents via email using Latenode's built-in email functionality.
How secure is my ConvertAPI data when using Latenode integrations?
Latenode uses secure authentication and encryption to protect your data during ConvertAPI and ServiceM8 integration, ensuring compliance and data privacy.
Are there any limitations to the ConvertAPI and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex document conversions might require advanced ConvertAPI plan features.
- Rate limits apply based on your ConvertAPI and ServiceM8 subscription plans.
- Real-time data updates depend on the API availability of both services.