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How to connect ServiceM8 and Knack
Create a New Scenario to Connect ServiceM8 and Knack
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 Knack will be your first step. To do this, click "Choose an app," find ServiceM8 or Knack, 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 Knack Node
Next, click the plus (+) icon on the ServiceM8 node, select Knack from the list of available apps, and choose the action you need from the list of nodes within Knack.
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Authenticate Knack
Now, click the Knack node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Knack settings. Authentication allows you to use Knack through Latenode.
Configure the ServiceM8 and Knack 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 Knack 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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Knack
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Trigger on Webhook
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Save and Activate the Scenario
After configuring ServiceM8, Knack, 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 Knack integration works as expected. Depending on your setup, data should flow between ServiceM8 and Knack (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 Knack
ServiceM8 + Knack + Slack: When a job is completed in ServiceM8, the corresponding client record in Knack is updated, and a notification is sent to a designated Slack channel.
Knack + ServiceM8 + Google Sheets: When new client data is entered into Knack, a corresponding client profile is created in ServiceM8, and the client's contact information is added to a master Google Sheet.
ServiceM8 and Knack 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 Knack
Use Knack with Latenode to build custom database apps and automate workflows. Connect Knack data to other services, like CRMs or marketing tools, without code. Latenode lets you transform and route Knack data, create advanced logic, and scale automation beyond Knack's built-in limits, all visually and affordably.
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See how Latenode works
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FAQ ServiceM8 and Knack
How can I connect my ServiceM8 account to Knack using Latenode?
To connect your ServiceM8 account to Knack 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 Knack accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Knack when a new job is created in ServiceM8?
Yes, you can! Latenode's visual editor and instant triggers enable real-time updates. This keeps your Knack database current without manual data entry, ensuring accuracy and saving time.
What types of tasks can I perform by integrating ServiceM8 with Knack?
Integrating ServiceM8 with Knack allows you to perform various tasks, including:
- Creating new Knack records from completed ServiceM8 jobs.
- Updating ServiceM8 job details based on Knack data changes.
- Syncing customer information between ServiceM8 and Knack.
- Generating reports in Knack using ServiceM8 job data.
- Triggering automated notifications for key ServiceM8 events in Knack.
What ServiceM8 data can I access through Latenode's integration?
Latenode allows access to jobs, clients, invoices, and other key ServiceM8 data. Use this data to enrich your Knack applications and automate tasks.
Are there any limitations to the ServiceM8 and Knack integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits of the ServiceM8 and Knack APIs apply.
- Real-time data sync depends on the polling interval set in Latenode.
