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How to connect Qwilr and ServiceM8
Create a New Scenario to Connect Qwilr 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 Qwilr, triggered by another scenario, or executed manually (for testing purposes). In most cases, Qwilr or ServiceM8 will be your first step. To do this, click "Choose an app," find Qwilr or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Qwilr Node
Select the Qwilr node from the app selection panel on the right.
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Add the ServiceM8 Node
Next, click the plus (+) icon on the Qwilr 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 Qwilr 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 Qwilr 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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ServiceM8
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Qwilr, 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 Qwilr and ServiceM8 integration works as expected. Depending on your setup, data should flow between Qwilr 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 Qwilr and ServiceM8
Qwilr + QuickBooks + ServiceM8: When a Qwilr proposal is accepted, an invoice is automatically created in QuickBooks. This invoice is then linked to a corresponding job created in ServiceM8.
ServiceM8 + Qwilr + Slack: Upon completion of a ServiceM8 job, a customer satisfaction survey is automatically sent via Qwilr. The team then receives a notification in a designated Slack channel.
Qwilr and ServiceM8 integration alternatives
About Qwilr
Automate Qwilr quote creation inside Latenode workflows. Automatically generate Qwilr proposals when triggered by new CRM leads or form submissions. Send data to Qwilr, then use Latenode to track views, trigger follow-ups, and update your database—no manual data entry needed. Scale personalized sales flows with ease.
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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 Qwilr and ServiceM8
How can I connect my Qwilr account to ServiceM8 using Latenode?
To connect your Qwilr account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Qwilr and click on "Connect".
- Authenticate your Qwilr and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update ServiceM8 jobs after Qwilr proposal acceptance?
Yes, you can! Latenode's visual editor allows automating updates to ServiceM8, ensuring smooth project handoffs and eliminating manual data entry. Enjoy seamless workflow automation.
What types of tasks can I perform by integrating Qwilr with ServiceM8?
Integrating Qwilr with ServiceM8 allows you to perform various tasks, including:
- Create new ServiceM8 jobs when a Qwilr proposal is accepted.
- Update a ServiceM8 job status when a Qwilr proposal reaches a specific stage.
- Send Qwilr proposal links to ServiceM8 job activity feeds.
- Automatically generate Qwilr proposals from ServiceM8 job details.
- Sync client data between Qwilr and ServiceM8 for consistency.
What Qwilr data can I access within Latenode workflows?
You can access Qwilr proposal details, client information, status, and accepted value. Use JavaScript blocks to transform or enrich the data.
Are there any limitations to the Qwilr and ServiceM8 integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex Qwilr proposal structures might require custom JavaScript parsing.
- Real-time synchronization depends on the Qwilr and ServiceM8 API rate limits.
- Custom fields in ServiceM8 require careful mapping during setup.
