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How to connect ServiceM8 and Bitrix24
Create a New Scenario to Connect ServiceM8 and Bitrix24
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 Bitrix24 will be your first step. To do this, click "Choose an app," find ServiceM8 or Bitrix24, 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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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 Bitrix24 Node
Next, click the plus (+) icon on the ServiceM8 node, select Bitrix24 from the list of available apps, and choose the action you need from the list of nodes within Bitrix24.
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Bitrix24
Authenticate Bitrix24
Now, click the Bitrix24 node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Bitrix24 settings. Authentication allows you to use Bitrix24 through Latenode.
Configure the ServiceM8 and Bitrix24 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 Bitrix24 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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Bitrix24
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Trigger on Webhook
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Save and Activate the Scenario
After configuring ServiceM8, Bitrix24, 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 Bitrix24 integration works as expected. Depending on your setup, data should flow between ServiceM8 and Bitrix24 (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 Bitrix24
ServiceM8 + Bitrix24 + Slack: When a job is completed in ServiceM8, the corresponding client record in Bitrix24 is updated with job details, and a summary message is sent to a designated Slack channel.
Bitrix24 + ServiceM8 + Google Calendar: When a deal reaches a specific stage in Bitrix24, schedule a service call in ServiceM8 and add it to Google Calendar.
ServiceM8 and Bitrix24 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 Bitrix24
Automate Bitrix24 tasks in Latenode: update deals, manage contacts, and track tasks without manual work. Connect Bitrix24 CRM data to other apps, like email or spreadsheets, for streamlined workflows. Latenode’s visual editor and flexible code options make complex Bitrix24 automation simple and scalable, avoiding per-step fees.
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See how Latenode works
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FAQ ServiceM8 and Bitrix24
How can I connect my ServiceM8 account to Bitrix24 using Latenode?
To connect your ServiceM8 account to Bitrix24 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 Bitrix24 accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Bitrix24 tasks from new ServiceM8 jobs?
Yes, you can! Latenode lets you automate task creation, keeping your sales and field service aligned. Improve response times and never miss a follow-up.
What types of tasks can I perform by integrating ServiceM8 with Bitrix24?
Integrating ServiceM8 with Bitrix24 allows you to perform various tasks, including:
- Syncing new ServiceM8 clients as contacts in Bitrix24 CRM.
- Creating ServiceM8 jobs directly from Bitrix24 leads.
- Updating Bitrix24 deal stages based on ServiceM8 job completion.
- Sending automated SMS updates to clients via Bitrix24 when a job starts.
- Generating detailed reports combining data from both platforms.
Can I use JavaScript to manipulate data between ServiceM8 and Bitrix24?
Yes! Latenode's JavaScript blocks offer unparalleled data transformation for ServiceM8 and Bitrix24, beyond simple field mapping.
Are there any limitations to the ServiceM8 and Bitrix24 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 syncing depends on the API rate limits of both platforms.
- Custom fields in ServiceM8 or Bitrix24 might need manual mapping.
