ServiceM8 and Notion Integration

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Automatically log completed ServiceM8 jobs in Notion for detailed reporting. Latenode's visual editor makes it easy to customize data flows and ensure consistent, error-free documentation. Scale affordably as your business grows.

ServiceM8 + Notion integration

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Automate your workflow

Swap Apps

ServiceM8

Notion

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ServiceM8 and Notion

Create a New Scenario to Connect ServiceM8 and Notion

In the workspace, click the β€œCreate 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 Notion will be your first step. To do this, click "Choose an app," find ServiceM8 or Notion, 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.

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Connect ServiceM8

Sign In
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Run node once

Add the Notion Node

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

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Authenticate Notion

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

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Sign In
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Run node once

Configure the ServiceM8 and Notion 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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Notion Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the ServiceM8 and Notion 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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Save and Activate the Scenario

After configuring ServiceM8, Notion, 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 β€œRun once” and triggering an event to check if the ServiceM8 and Notion integration works as expected. Depending on your setup, data should flow between ServiceM8 and Notion (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 Notion

ServiceM8 + Notion + Slack: When a job is completed in ServiceM8, this automation updates a corresponding project status in a Notion database and sends a notification to a designated Slack channel.

Notion + ServiceM8 + Google Calendar: When a new task is created in a Notion database, this automation creates a corresponding job in ServiceM8 and schedules an event in Google Calendar to track the work.

ServiceM8 and Notion 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 Notion

Sync Notion databases with other apps via Latenode. Update records automatically based on triggers from your CRM, calendar, or payment systems. Create custom workflows to manage content, tasks, and project data. Automate updates across multiple platforms for streamlined processes and consistent information.

See how Latenode works

FAQ ServiceM8 and Notion

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

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

Can I automatically create Notion pages from new ServiceM8 jobs?

Yes, you can! Latenode allows you to automatically create Notion pages from new ServiceM8 jobs, ensuring centralized project tracking and improved team collaboration. Utilize AI-powered steps for advanced content creation.

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

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

  • Create Notion database items from new ServiceM8 completed job notifications.
  • Update Notion pages with information from updated ServiceM8 job details.
  • Generate summary reports in Notion based on ServiceM8 job data.
  • Archive ServiceM8 jobs and corresponding Notion pages automatically.
  • Trigger ServiceM8 actions based on changes made to Notion databases.

Can I use custom fields from ServiceM8 inside my Notion workflows?

Yes! Latenode allows you to access and utilize any custom fields from ServiceM8 within your Notion workflows, providing maximum flexibility and data control.

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

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

  • Complex workflow logic may require some JavaScript knowledge.
  • Real-time updates depend on the API rate limits of ServiceM8 and Notion.
  • Initial setup requires understanding of ServiceM8 and Notion data structures.

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