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How to connect Knack and ServiceM8
Create a New Scenario to Connect Knack 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 Knack, triggered by another scenario, or executed manually (for testing purposes). In most cases, Knack or ServiceM8 will be your first step. To do this, click "Choose an app," find Knack or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Knack Node
Select the Knack node from the app selection panel on the right.
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Add the ServiceM8 Node
Next, click the plus (+) icon on the Knack 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 Knack 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 Knack 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 Knack, 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 Knack and ServiceM8 integration works as expected. Depending on your setup, data should flow between Knack 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 Knack and ServiceM8
Knack + ServiceM8 + Google Calendar: When a new record is created in Knack, a corresponding job is created in ServiceM8, and then an event is added to Google Calendar to schedule the job.
ServiceM8 + Knack + Slack: When a job is completed in ServiceM8, the corresponding record in Knack is updated, and a notification is sent to a Slack channel.
Knack and ServiceM8 integration alternatives
About Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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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 Knack and ServiceM8
How can I connect my Knack account to ServiceM8 using Latenode?
To connect your Knack account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Knack and click on "Connect".
- Authenticate your Knack and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate job creation in ServiceM8 from Knack entries?
Yes! Latenode lets you trigger ServiceM8 jobs directly from new Knack database entries, streamlining your workflow. Plus, add AI for intelligent dispatch and prioritization.
What types of tasks can I perform by integrating Knack with ServiceM8?
Integrating Knack with ServiceM8 allows you to perform various tasks, including:
- Automatically creating ServiceM8 jobs from new Knack database entries.
- Updating Knack records when a ServiceM8 job status changes.
- Syncing client information between Knack and ServiceM8 for consistency.
- Generating reports in Knack using data from ServiceM8 jobs.
- Sending automated SMS updates to clients via ServiceM8 based on Knack data.
Can I use JavaScript to extend my Knack and ServiceM8 integrations?
Yes, Latenode allows you to use custom JavaScript code to extend functionality beyond the no-code blocks for complex data manipulations and logic.
Are there any limitations to the Knack and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript code.
- Real-time synchronization depends on the API rate limits of both Knack and ServiceM8.
- File attachments may have size limitations depending on the chosen plan.
