ServiceM8 and Customer.io Integration

90% cheaper with Latenode

AI agent that builds your workflows for you

Hundreds of apps to connect

Connect ServiceM8 with Customer.io to automate customer journeys based on job status changes. Use Latenode's visual editor and affordable execution-based pricing to build complex workflows, adding custom logic with JavaScript for ultimate control.

ServiceM8 + Customer.io integration

Connect ServiceM8 and Customer.io in minutes with Latenode.

Start for free

Automate your workflow

Swap Apps

ServiceM8

Customer.io

Step 1: Choose a Trigger

Step 2: Choose an Action

When this happens...

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Do this.

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

action, for one, delete

Name of node

description of the trigger

Name of node

action, for one, delete

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Try it now

No credit card needed

Without restriction

How to connect ServiceM8 and Customer.io

Create a New Scenario to Connect ServiceM8 and Customer.io

In the workspace, click the โ€œCreate New Scenarioโ€ button.

Add the First Step

Add the first node โ€“ 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 Customer.io will be your first step. To do this, click "Choose an app," find ServiceM8 or Customer.io, 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.

+
1

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.

+
1

ServiceM8

Node type

#1 ServiceM8

/

Name

Untitled

Connection *

Select

Map

Connect ServiceM8

Sign In
โต

Run node once

Add the Customer.io Node

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

1

ServiceM8

โš™

+
2

Customer.io

Authenticate Customer.io

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

1

ServiceM8

โš™

+
2

Customer.io

Node type

#2 Customer.io

/

Name

Untitled

Connection *

Select

Map

Connect Customer.io

Sign In
โต

Run node once

Configure the ServiceM8 and Customer.io Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

1

ServiceM8

โš™

+
2

Customer.io

Node type

#2 Customer.io

/

Name

Untitled

Connection *

Select

Map

Connect Customer.io

Customer.io Oauth 2.0

#66e212yt846363de89f97d54
Change

Select an action *

Select

Map

The action ID

โต

Run node once

Set Up the ServiceM8 and Customer.io 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 donโ€™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.
5

JavaScript

โš™

6

AI Anthropic Claude 3

โš™

+
7

Customer.io

1

Trigger on Webhook

โš™

2

ServiceM8

โš™

โš™

3

Iterator

โš™

+
4

Webhook response

Save and Activate the Scenario

After configuring ServiceM8, Customer.io, and any additional nodes, donโ€™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 โ€œRun onceโ€ and triggering an event to check if the ServiceM8 and Customer.io integration works as expected. Depending on your setup, data should flow between ServiceM8 and Customer.io (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 Customer.io

ServiceM8 + Customer.io + Slack: When a new job is created in ServiceM8, a personalized welcome message is sent to the customer in Customer.io, and the assigned technician receives a notification via Slack.

Customer.io + ServiceM8 + Google Sheets: Track customer engagement events in Customer.io. When a specific event occurs, update the client's details in ServiceM8. Log the Customer.io event and ServiceM8 client data in Google Sheets for comprehensive reporting.

ServiceM8 and Customer.io 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 Customer.io

Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.

See how Latenode works

FAQ ServiceM8 and Customer.io

How can I connect my ServiceM8 account to Customer.io using Latenode?

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

Can I trigger Customer.io emails after ServiceM8 job completion?

Yes, you can! Latenode's visual editor makes this easy. Automatically send personalized emails to clients thanking them for their business after job completion improving customer engagement.

What types of tasks can I perform by integrating ServiceM8 with Customer.io?

Integrating ServiceM8 with Customer.io allows you to perform various tasks, including:

  • Automatically adding new ServiceM8 clients to Customer.io segments.
  • Updating customer profiles in Customer.io with ServiceM8 job data.
  • Sending targeted Customer.io messages based on ServiceM8 service types.
  • Triggering internal notifications in Customer.io for urgent ServiceM8 jobs.
  • Creating personalized onboarding sequences for new ServiceM8 customers.

Can I use JavaScript to transform data between ServiceM8 and Customer.io?

Yes! Latenode allows you to use JavaScript code blocks for complex data transformations ensuring seamless data flow between ServiceM8 and Customer.io.

Are there any limitations to the ServiceM8 and Customer.io integration on Latenode?

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

  • Real-time synchronization depends on the API rate limits of both services.
  • Complex data transformations may require advanced JavaScript knowledge.
  • Historical data migration might need manual handling outside the integration.

Try now