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How to connect Scoro and ServiceM8
Create a New Scenario to Connect Scoro 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 Scoro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Scoro or ServiceM8 will be your first step. To do this, click "Choose an app," find Scoro or ServiceM8, and select the appropriate trigger to start the scenario.
Add the Scoro Node
Select the Scoro node from the app selection panel on the right.
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Add the ServiceM8 Node
Next, click the plus (+) icon on the Scoro 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 Scoro 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 Scoro 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 Scoro, 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 Scoro and ServiceM8 integration works as expected. Depending on your setup, data should flow between Scoro 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 Scoro and ServiceM8
Scoro + ServiceM8 + Slack: When a project is marked as completed in Scoro, a new service request is created in ServiceM8. Subsequently, a message is sent to a designated Slack channel to notify the team about the new service request.
ServiceM8 + QuickBooks + Scoro: When a job is completed in ServiceM8, an invoice is created in QuickBooks for the client. Following the invoice creation, the corresponding project status is updated in Scoro.
Scoro and ServiceM8 integration alternatives
About Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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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 Scoro and ServiceM8
How can I connect my Scoro account to ServiceM8 using Latenode?
To connect your Scoro account to ServiceM8 on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Scoro and click on "Connect".
- Authenticate your Scoro and ServiceM8 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update client details between Scoro and ServiceM8?
Yes, you can! Latenode's visual editor enables seamless data synchronization, ensuring consistent client information across both platforms, saving you time and preventing errors.
What types of tasks can I perform by integrating Scoro with ServiceM8?
Integrating Scoro with ServiceM8 allows you to perform various tasks, including:
- Create ServiceM8 jobs when new projects start in Scoro.
- Update Scoro tasks when a ServiceM8 job status changes.
- Sync client information between Scoro and ServiceM8.
- Generate invoices in Scoro based on completed ServiceM8 jobs.
- Trigger follow-up actions in ServiceM8 based on Scoro project milestones.
How secure is my Scoro data when using Latenode integrations?
Latenode employs robust security measures, including encryption and access controls, to protect your data during Scoro and ServiceM8 integrations. We prioritize your data privacy.
Are there any limitations to the Scoro 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.
- Real-time synchronization depends on the API limits of both Scoro and ServiceM8.
- Custom fields in Scoro or ServiceM8 might require advanced configuration.
