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How to connect Kommo and ServiceM8
Create a New Scenario to Connect Kommo 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 Kommo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Kommo or ServiceM8 will be your first step. To do this, click "Choose an app," find Kommo or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Kommo Node
Select the Kommo node from the app selection panel on the right.
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Add the ServiceM8 Node
Next, click the plus (+) icon on the Kommo 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 Kommo 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 Kommo 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 Kommo, 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 Kommo and ServiceM8 integration works as expected. Depending on your setup, data should flow between Kommo 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 Kommo and ServiceM8
Kommo + ServiceM8 + Slack: When a new deal is created in Kommo, a corresponding job is created in ServiceM8. Then, a congratulatory message is sent to a Slack channel.
ServiceM8 + Kommo + QuickBooks: When a job is completed in ServiceM8, an invoice is created in QuickBooks. The related Kommo deal is then updated.
Kommo and ServiceM8 integration alternatives
About Kommo
Integrate Kommo with Latenode to automate sales processes. Trigger actions in other apps when deals change status, or create Kommo leads from form submissions. Build custom workflows with no-code tools or JavaScript, scaling your sales automation without complex coding. Use Latenode's visual editor to connect Kommo to your entire tech stack.
Related categories
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 Kommo and ServiceM8
How can I connect my Kommo account to ServiceM8 using Latenode?
To connect your Kommo account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Kommo and click on "Connect".
- Authenticate your Kommo and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automate lead creation from ServiceM8 to Kommo?
Yes, absolutely! Latenode lets you automatically create Kommo leads from new ServiceM8 jobs. Save time and ensure no lead is missed with our visual workflow builder and advanced logic.
What types of tasks can I perform by integrating Kommo with ServiceM8?
Integrating Kommo with ServiceM8 allows you to perform various tasks, including:
- Create or update Kommo contacts from new ServiceM8 clients.
- Trigger ServiceM8 jobs when a deal reaches a certain stage in Kommo.
- Sync Kommo tasks with ServiceM8 tasks for seamless team management.
- Send Kommo SMS messages when a ServiceM8 job is completed.
- Generate custom reports combining data from Kommo and ServiceM8.
How does Latenode enhance my Kommo automation capabilities?
Latenode extends Kommo with advanced features like AI, JavaScript, and complex logic, enabling automations far beyond basic integrations.
Are there any limitations to the Kommo 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.
- Real-time syncing depends on the API rate limits of both Kommo and ServiceM8.
- Custom field mappings require careful configuration to ensure data accuracy.
