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How to connect ServiceM8 and Basin
Create a New Scenario to Connect ServiceM8 and Basin
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 ServiceM8, triggered by another scenario, or executed manually (for testing purposes). In most cases, ServiceM8 or Basin will be your first step. To do this, click "Choose an app," find ServiceM8 or Basin, and select the appropriate trigger to start the scenario.
Add the ServiceM8 Node
Select the ServiceM8 node from the app selection panel on the right.
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ServiceM8
Configure the ServiceM8
Click on the ServiceM8 node to configure it. You can modify the ServiceM8 URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Basin Node
Next, click the plus (+) icon on the ServiceM8 node, select Basin from the list of available apps, and choose the action you need from the list of nodes within Basin.
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Authenticate Basin
Now, click the Basin node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Basin settings. Authentication allows you to use Basin through Latenode.
Configure the ServiceM8 and Basin 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 ServiceM8 and Basin 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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Basin
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Trigger on Webhook
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Webhook response
Save and Activate the Scenario
After configuring ServiceM8, Basin, 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 ServiceM8 and Basin integration works as expected. Depending on your setup, data should flow between ServiceM8 and Basin (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect ServiceM8 and Basin
Basin + ServiceM8 + Slack: When a new form is submitted via Basin, a new job is created in ServiceM8. A notification is then sent to a Slack channel to alert the team about the new job.
Basin + ServiceM8 + Google Sheets: When a new Basin form is submitted, the data is saved to a Google Sheet. The client details in ServiceM8 are then updated with the information provided in the Basin form.
ServiceM8 and Basin integration alternatives
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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About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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See how Latenode works
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FAQ ServiceM8 and Basin
How can I connect my ServiceM8 account to Basin using Latenode?
To connect your ServiceM8 account to Basin on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select ServiceM8 and click on "Connect".
- Authenticate your ServiceM8 and Basin accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I forward ServiceM8 form responses to Basin?
Yes, you can! Latenode allows you to automatically forward ServiceM8 form submissions directly to Basin, creating a centralized data collection and management system. Benefit from no-code simplicity.
What types of tasks can I perform by integrating ServiceM8 with Basin?
Integrating ServiceM8 with Basin allows you to perform various tasks, including:
- Capture ServiceM8 client feedback forms in Basin for analysis.
- Automatically update Basin contact lists based on new ServiceM8 clients.
- Trigger Basin email campaigns from ServiceM8 job completions.
- Store ServiceM8 work orders in Basin for long-term archival.
- Centralize ServiceM8 and Basin data into a single dashboard.
Can I use custom JavaScript to transform ServiceM8 data?
Yes! Latenode allows you to use custom JavaScript code to transform ServiceM8 data before sending it to Basin for advanced customization. Unleash powerful processing.
Are there any limitations to the ServiceM8 and Basin 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 synchronization depends on the API rate limits of both services.
- Attachments from ServiceM8 may require additional parsing steps.
