ServiceM8 and Ocean.io Integration

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Enrich Ocean.io leads with ServiceM8 job data to personalize outreach and qualify prospects faster. Latenode's visual editor simplifies complex logic, and affordable pricing means you can scale automations without cost concerns.

ServiceM8 + Ocean.io integration

Connect ServiceM8 and Ocean.io in minutes with Latenode.

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ServiceM8

Ocean.io

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ServiceM8 and Ocean.io

Create a New Scenario to Connect ServiceM8 and Ocean.io

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

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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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ServiceM8

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#1 ServiceM8

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Connection *

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Map

Connect ServiceM8

Sign In

Run node once

Add the Ocean.io Node

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

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ServiceM8

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Ocean.io

Authenticate Ocean.io

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

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ServiceM8

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Ocean.io

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#2 Ocean.io

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Connection *

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Map

Connect Ocean.io

Sign In

Run node once

Configure the ServiceM8 and Ocean.io 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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ServiceM8

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Map

Connect Ocean.io

Ocean.io Oauth 2.0

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Change

Select an action *

Select

Map

The action ID

Run node once

Set Up the ServiceM8 and Ocean.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 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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Ocean.io

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Trigger on Webhook

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Iterator

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Webhook response

Save and Activate the Scenario

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

Ocean.io + ServiceM8 + Slack: When a new person is identified in Ocean.io that meets specific criteria, a new client and job are created in ServiceM8. A notification is then sent to a designated Slack channel to alert the team about the new lead and ServiceM8 job.

ServiceM8 + Ocean.io + Google Sheets: When a new job is created in ServiceM8, the corresponding lead data is retrieved from Ocean.io. The lead information, along with the ServiceM8 job details, are then added to a Google Sheet for reporting and tracking.

ServiceM8 and Ocean.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 Ocean.io

Use Ocean.io in Latenode to enrich lead data and target outreach. Identify ideal customer profiles automatically and pass qualified leads into your CRM or sales sequences. Latenode lets you add custom logic, filter leads, and trigger actions based on Ocean.io insights, creating scalable lead gen workflows without code.

See how Latenode works

FAQ ServiceM8 and Ocean.io

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

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

Can I automate lead nurturing after a ServiceM8 job?

Yes, you can! Latenode’s visual editor makes it easy to trigger Ocean.io campaigns based on ServiceM8 job completions, improving customer engagement and sales follow-up.

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

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

  • Automatically adding new ServiceM8 clients to Ocean.io as leads.
  • Updating lead status in Ocean.io based on ServiceM8 job completion.
  • Triggering personalized email campaigns in Ocean.io post-service.
  • Creating ServiceM8 jobs from qualified leads in Ocean.io.
  • Syncing contact information between ServiceM8 and Ocean.io.

Can I use JavaScript functions within my ServiceM8 automations?

Yes! Latenode allows you to incorporate custom JavaScript code within your workflows, extending ServiceM8 capabilities with advanced data manipulation.

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

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

  • Complex data transformations may require custom JavaScript coding.
  • Real-time data synchronization depends on API rate limits.
  • Custom fields in ServiceM8 need to be manually mapped in Latenode.

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