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How to connect Lark and ServiceM8
Create a New Scenario to Connect Lark 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 Lark, triggered by another scenario, or executed manually (for testing purposes). In most cases, Lark or ServiceM8 will be your first step. To do this, click "Choose an app," find Lark or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Lark Node
Select the Lark node from the app selection panel on the right.
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Add the ServiceM8 Node
Next, click the plus (+) icon on the Lark 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 Lark 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 Lark 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 Lark, 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 Lark and ServiceM8 integration works as expected. Depending on your setup, data should flow between Lark 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 Lark and ServiceM8
ServiceM8 + Lark + Slack: When a new job is created in ServiceM8, triggered by a new form response, a message is sent to a specified Slack channel to notify the team.
ServiceM8 + Lark + Google Calendar: When a job is completed in ServiceM8, a task is created in Lark to remind staff to update the Google Calendar with relevant job details.
Lark and ServiceM8 integration alternatives
About Lark
Use Lark within Latenode to centralize team comms & automate notifications based on workflow triggers. Aggregate messages, streamline approvals, and post updates to specific channels. Benefit from Latenode's visual editor and logic tools for advanced routing that keeps everyone informed and aligned.
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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 Lark and ServiceM8
How can I connect my Lark account to ServiceM8 using Latenode?
To connect your Lark account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Lark and click on "Connect".
- Authenticate your Lark and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update ServiceM8 jobs from Lark messages?
Yes, you can! Latenode allows real-time updates using its visual editor and webhooks. This keeps your field team informed, boosts response times, and streamlines operations effortlessly.
What types of tasks can I perform by integrating Lark with ServiceM8?
Integrating Lark with ServiceM8 allows you to perform various tasks, including:
- Create new ServiceM8 jobs from Lark messages with customer details.
- Send ServiceM8 job updates as notifications in Lark channels.
- Automatically log Lark meeting notes to ServiceM8 job dockets.
- Trigger ServiceM8 invoices upon completion of Lark project tasks.
- Sync new Lark contacts to ServiceM8 as clients for streamlined billing.
How secure is connecting my Lark data to ServiceM8 through Latenode?
Latenode employs advanced encryption and secure authentication, ensuring your data's safety during transfer and storage within workflows.
Are there any limitations to the Lark and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers between Lark and ServiceM8 may experience delays.
- Real-time syncing depends on the API rate limits of both Lark and ServiceM8.
- Custom field mapping requires careful configuration to avoid data discrepancies.
