ServiceM8 and Confluence Integration

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Automatically document ServiceM8 job completions in Confluence. Latenode's visual editor and affordable execution-based pricing makes it easier to track work logs. Plus, scale automations using JavaScript for custom reporting.

ServiceM8 + Confluence integration

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Swap Apps

ServiceM8

Confluence

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ServiceM8 and Confluence

Create a New Scenario to Connect ServiceM8 and Confluence

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 Confluence will be your first step. To do this, click "Choose an app," find ServiceM8 or Confluence, 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.

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Connect ServiceM8

Sign In

Run node once

Add the Confluence Node

Next, click the plus (+) icon on the ServiceM8 node, select Confluence from the list of available apps, and choose the action you need from the list of nodes within Confluence.

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Confluence

Authenticate Confluence

Now, click the Confluence node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Confluence settings. Authentication allows you to use Confluence through Latenode.

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Connect Confluence

Sign In

Run node once

Configure the ServiceM8 and Confluence 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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Confluence Oauth 2.0

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Select an action *

Select

Map

The action ID

Run node once

Set Up the ServiceM8 and Confluence 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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Webhook response

Save and Activate the Scenario

After configuring ServiceM8, Confluence, 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 Confluence integration works as expected. Depending on your setup, data should flow between ServiceM8 and Confluence (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 Confluence

ServiceM8 + Confluence + Slack: When a job is completed in ServiceM8, this automation updates the relevant project documentation page in Confluence. A message is then sent to a designated Slack channel to notify the team of the update.

ServiceM8 + Confluence + Google Calendar: When a job is completed in ServiceM8, this automation creates a new page in Confluence to document follow-up maintenance. It also adds an event to Google Calendar to schedule the maintenance.

ServiceM8 and Confluence 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.

About Confluence

Automate Confluence tasks in Latenode: create pages, update content, or trigger workflows when pages change. Connect Confluence to other apps (like Jira or Slack) for streamlined project updates and notifications. Use Latenode’s visual editor and JS node for custom logic and efficient information sharing across teams.

See how Latenode works

FAQ ServiceM8 and Confluence

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

To connect your ServiceM8 account to Confluence 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 Confluence accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically document completed ServiceM8 jobs in Confluence?

Yes, you can! Latenode's visual editor makes it easy to trigger Confluence page creation upon ServiceM8 job completion, ensuring seamless documentation and improved team knowledge sharing.

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

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

  • Creating Confluence pages from new ServiceM8 jobs.
  • Updating Confluence pages when ServiceM8 job statuses change.
  • Archiving completed ServiceM8 jobs as Confluence pages.
  • Generating summary reports in Confluence from ServiceM8 data.
  • Syncing ServiceM8 customer details to Confluence knowledge base.

What ServiceM8 data is available within Latenode workflows?

Latenode provides access to jobs, clients, invoices, and appointment details from ServiceM8, enabling powerful automation and data manipulation.

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

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

  • Real-time updates depend on ServiceM8's API polling rate.
  • Complex data transformations may require JavaScript code blocks.
  • File attachments have size limitations, depending on your Confluence plan.

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