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How to connect Instantly and ServiceM8
Create a New Scenario to Connect Instantly 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 Instantly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Instantly or ServiceM8 will be your first step. To do this, click "Choose an app," find Instantly or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Instantly Node
Select the Instantly node from the app selection panel on the right.
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Configure the Instantly
Click on the Instantly node to configure it. You can modify the Instantly 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 Instantly 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 Instantly 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 Instantly 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 Instantly, 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 Instantly and ServiceM8 integration works as expected. Depending on your setup, data should flow between Instantly 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 Instantly and ServiceM8
ServiceM8 + Slack: When a new job is created in ServiceM8, a message is sent to a designated Slack channel, ensuring the team is immediately aware of new tasks.
ServiceM8 + Instantly + Google Calendar: When a job is completed in ServiceM8, automatically create a follow-up call event in Google Calendar via Instantly.
Instantly and ServiceM8 integration alternatives
About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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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 Instantly and ServiceM8
How can I connect my Instantly account to ServiceM8 using Latenode?
To connect your Instantly account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Instantly and click on "Connect".
- Authenticate your Instantly and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update ServiceM8 when a new lead is captured in Instantly?
Yes, with Latenode! Automatically update ServiceM8 with new Instantly leads. Latenode's visual editor and no-code blocks simplify data transfer, saving you time and ensuring leads are promptly managed.
What types of tasks can I perform by integrating Instantly with ServiceM8?
Integrating Instantly with ServiceM8 allows you to perform various tasks, including:
- Create ServiceM8 clients from new Instantly leads.
- Update client details in ServiceM8 based on Instantly data.
- Trigger Instantly campaigns when a new job is created in ServiceM8.
- Log Instantly campaign results within ServiceM8 notes.
- Automatically schedule follow-up actions in ServiceM8 after Instantly outreach.
Can I use JavaScript to transform data between Instantly and ServiceM8?
Yes! Latenode allows you to use JavaScript code blocks to customize data transformation, ensuring compatibility between Instantly and ServiceM8 fields for advanced workflows.
Are there any limitations to the Instantly and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of both Instantly and ServiceM8 APIs apply.
- Real-time data synchronization depends on API availability and polling intervals.
