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How to connect LiveChat and ServiceM8
Create a New Scenario to Connect LiveChat 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 LiveChat, triggered by another scenario, or executed manually (for testing purposes). In most cases, LiveChat or ServiceM8 will be your first step. To do this, click "Choose an app," find LiveChat or ServiceM8, and select the appropriate trigger to start the scenario.
Add the LiveChat Node
Select the LiveChat node from the app selection panel on the right.
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Configure the LiveChat
Click on the LiveChat node to configure it. You can modify the LiveChat 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 LiveChat 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 LiveChat 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 LiveChat 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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Save and Activate the Scenario
After configuring LiveChat, 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 LiveChat and ServiceM8 integration works as expected. Depending on your setup, data should flow between LiveChat 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 LiveChat and ServiceM8
LiveChat + Slack + ServiceM8: When a chat thread is tagged in LiveChat, send a message to a specific Slack channel to notify the ServiceM8 team, then create a job in ServiceM8.
ServiceM8 + Google Calendar + LiveChat: When a new job is created in ServiceM8, create an event in Google Calendar, then send a confirmation message via LiveChat.
LiveChat and ServiceM8 integration alternatives
About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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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 LiveChat and ServiceM8
How can I connect my LiveChat account to ServiceM8 using Latenode?
To connect your LiveChat account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select LiveChat and click on "Connect".
- Authenticate your LiveChat and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create ServiceM8 jobs from LiveChat transcripts?
Yes, you can. Latenode lets you parse chat transcripts and use AI to extract key details, automatically creating new jobs. Save time and never miss a service request.
What types of tasks can I perform by integrating LiveChat with ServiceM8?
Integrating LiveChat with ServiceM8 allows you to perform various tasks, including:
- Create new ServiceM8 clients from LiveChat conversations.
- Update existing ServiceM8 client details based on LiveChat input.
- Trigger LiveChat notifications when a ServiceM8 job status changes.
- Log LiveChat transcripts as notes within ServiceM8 jobs.
- Send automated SMS updates via ServiceM8 based on LiveChat triggers.
How secure is the LiveChat integration within Latenode?
Latenode uses industry-standard encryption and security protocols to ensure secure data transfer and protect your LiveChat credentials.
Are there any limitations to the LiveChat 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 updates depend on the API rate limits of LiveChat and ServiceM8.
- Historical data migration between platforms might need custom scripting.
