Omnisend and ServiceM8 Integration

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Automatically trigger personalized Omnisend campaigns based on ServiceM8 job status updates. With Latenode, scale automations affordably and tailor workflows with JavaScript for ultimate control.

Swap Apps

Omnisend

ServiceM8

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Omnisend and ServiceM8

Create a New Scenario to Connect Omnisend 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 Omnisend, triggered by another scenario, or executed manually (for testing purposes). In most cases, Omnisend or ServiceM8 will be your first step. To do this, click "Choose an app," find Omnisend or ServiceM8, and select the appropriate trigger to start the scenario.

Add the Omnisend Node

Select the Omnisend node from the app selection panel on the right.

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Configure the Omnisend

Click on the Omnisend node to configure it. You can modify the Omnisend URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the ServiceM8 Node

Next, click the plus (+) icon on the Omnisend 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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ServiceM8

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.

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Sign In

Run node once

Configure the Omnisend 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.

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Run node once

Set Up the Omnisend 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 Omnisend, 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 Omnisend and ServiceM8 integration works as expected. Depending on your setup, data should flow between Omnisend 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 Omnisend and ServiceM8

ServiceM8 + Omnisend + Slack: When a new client is added in ServiceM8, their contact details are used to create a new contact in Omnisend. A notification is then sent to a Slack channel to inform the team about the new client.

ServiceM8 + Omnisend + Google Sheets: When a job is completed in ServiceM8, the job completion data is logged into a Google Sheet. Then, a customer event is triggered in Omnisend, which can be used to send a follow-up survey or other communication.

Omnisend and ServiceM8 integration alternatives

About Omnisend

Use Omnisend in Latenode to automate email & SMS marketing based on real-time data. Connect e-commerce platforms and CRMs, then trigger personalized campaigns. Stop overspending on rigid marketing tools. Latenode's visual editor and flexible logic create scalable automation at a fraction of the cost.

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.

See how Latenode works

FAQ Omnisend and ServiceM8

How can I connect my Omnisend account to ServiceM8 using Latenode?

To connect your Omnisend account to ServiceM8 on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Omnisend and click on "Connect".
  • Authenticate your Omnisend and ServiceM8 accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I trigger Omnisend campaigns from new ServiceM8 jobs?

Yes, you can! Latenode allows triggering Omnisend campaigns based on new ServiceM8 jobs, automatically engaging clients with targeted offers or updates, saving time and boosting conversions.

What types of tasks can I perform by integrating Omnisend with ServiceM8?

Integrating Omnisend with ServiceM8 allows you to perform various tasks, including:

  • Send targeted SMS promotions to clients after a ServiceM8 job is completed.
  • Automatically add new ServiceM8 clients to your Omnisend email list.
  • Update client contact information in Omnisend based on ServiceM8 updates.
  • Trigger automated email sequences in Omnisend for new ServiceM8 job requests.
  • Send post-service satisfaction surveys via Omnisend after ServiceM8 jobs.

How does Latenode handle data mapping between Omnisend and ServiceM8?

Latenode offers a visual data mapper, enabling seamless transfer of data between Omnisend and ServiceM8. Easily customize field mappings for efficient data synchronization.

Are there any limitations to the Omnisend 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 data synchronization depends on the API rate limits of both apps.
  • Historical data migration between the two platforms isn't supported natively.

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