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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.
Connect ServiceM8 and Customer.io in minutes with Latenode.
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Create a New Scenario to Connect ServiceM8 and Customer.io
In the workspace, click the โCreate 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.
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 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.
ServiceM8
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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.
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.
Set Up the ServiceM8 and Customer.io Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Customer.io
Trigger on Webhook
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ServiceM8
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring ServiceM8, Customer.io, and any additional nodes, donโt 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 โRun 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.
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.
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 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.
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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:
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:
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: