RingCentral and ServiceM8 Integration

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Automatically create ServiceM8 jobs from RingCentral calls to streamline field service dispatch. Latenode’s visual editor and affordable pricing make it easier to manage and scale automated workflows for any team size.

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RingCentral

ServiceM8

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect RingCentral and ServiceM8

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

Add the RingCentral Node

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

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RingCentral

Configure the RingCentral

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

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Connect RingCentral

Sign In

Run node once

Add the ServiceM8 Node

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

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Connect ServiceM8

Sign In

Run node once

Configure the RingCentral 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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ServiceM8 Oauth 2.0

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Select an action *

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The action ID

Run node once

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

ServiceM8 + RingCentral + Google Calendar: When a new job is booked in ServiceM8, a meeting is created in RingCentral, and then added to Google Calendar.

RingCentral + ServiceM8 + Twilio: When a call ends in RingCentral, the automation checks for upcoming ServiceM8 appointments for that client and sends an SMS reminder via Twilio.

RingCentral and ServiceM8 integration alternatives

About RingCentral

Integrate RingCentral with Latenode to automate call logging, SMS alerts, and contact management. Trigger workflows based on call events, automatically updating records in other apps like CRMs or support tools. Use Latenode's visual editor and scripting nodes for customized call handling and data synchronization.

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.

RingCentral + ServiceM8 integration

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FAQ RingCentral and ServiceM8

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

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

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

Can I automatically update ServiceM8 with RingCentral call details?

Yes, you can! Latenode lets you build custom workflows, automatically logging RingCentral call details in ServiceM8. Enhance record-keeping and improve client interaction tracking seamlessly.

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

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

  • Creating new ServiceM8 clients from RingCentral call logs.
  • Sending SMS updates via RingCentral for ServiceM8 appointment reminders.
  • Automatically logging RingCentral call durations as ServiceM8 activity notes.
  • Triggering RingCentral calls when a ServiceM8 job status changes.
  • Updating ServiceM8 job details based on data collected during RingCentral calls.

How secure is my RingCentral data when using Latenode?

Latenode employs robust security measures, including encryption and access controls, ensuring the confidentiality and integrity of your RingCentral data during integration.

Are there any limitations to the RingCentral and ServiceM8 integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require JavaScript coding knowledge.
  • Real-time data synchronization depends on the API rate limits of both RingCentral and ServiceM8.
  • Custom field mappings beyond standard fields require manual configuration.

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