ServiceM8 and Paramount Acceptance Integration

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Automatically create Paramount Acceptance payment plans from new ServiceM8 jobs using Latenode's visual editor. Customize workflows with JavaScript and scale affordably, paying only for execution time.

ServiceM8 + Paramount Acceptance integration

Connect ServiceM8 and Paramount Acceptance in minutes with Latenode.

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Automate your workflow

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ServiceM8

Paramount Acceptance

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ServiceM8 and Paramount Acceptance

Create a New Scenario to Connect ServiceM8 and Paramount Acceptance

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 Paramount Acceptance will be your first step. To do this, click "Choose an app," find ServiceM8 or Paramount Acceptance, 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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Connect ServiceM8

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Run node once

Add the Paramount Acceptance Node

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

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Paramount Acceptance

Authenticate Paramount Acceptance

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

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Connect Paramount Acceptance

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Run node once

Configure the ServiceM8 and Paramount Acceptance 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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Paramount Acceptance 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 Paramount Acceptance 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, Paramount Acceptance, 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 Paramount Acceptance integration works as expected. Depending on your setup, data should flow between ServiceM8 and Paramount Acceptance (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 Paramount Acceptance

ServiceM8 + Paramount Acceptance + QuickBooks: When a job is completed in ServiceM8, check if there is an associated financing agreement in Paramount Acceptance. If the agreement is approved, create an invoice in QuickBooks for the financed amount.

Paramount Acceptance + ServiceM8 + Email: When a member is updated in Paramount Acceptance, fetch corresponding job details from ServiceM8, and send an email reminder to the customer about upcoming payments, including a link to their ServiceM8 job.

ServiceM8 and Paramount Acceptance 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 Paramount Acceptance

Automate loan application processes with Paramount Acceptance in Latenode. Streamline credit checks and approvals by connecting Paramount to your CRM and database. Use Latenode's no-code tools and JavaScript functions to customize workflows, reduce manual data entry, and speed up decisions. Scale easily with Latenode's pay-by-execution pricing.

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FAQ ServiceM8 and Paramount Acceptance

How can I connect my ServiceM8 account to Paramount Acceptance using Latenode?

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

Can I automatically create payment plans upon new ServiceM8 job completion?

Yes, you can! Latenode allows you to automate payment plan creation in Paramount Acceptance when a job is completed in ServiceM8, saving time and ensuring prompt financial processing.

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

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

  • Create new Paramount Acceptance clients from ServiceM8 client data.
  • Update client payment information in Paramount Acceptance from ServiceM8.
  • Automatically generate invoices in Paramount Acceptance when jobs complete.
  • Send payment reminders via ServiceM8 based on Paramount Acceptance data.
  • Reconcile payments in Paramount Acceptance with completed jobs in ServiceM8.

Can I use JavaScript code to enhance the ServiceM8 integration?

Yes! Latenode's powerful JavaScript blocks extend ServiceM8, allowing custom data transformations and conditional logic beyond standard integration capabilities.

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

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

  • Complex conditional logic may require some JavaScript knowledge.
  • Real-time synchronization depends on the API rate limits of both apps.
  • Custom field mappings beyond standard fields might require configuration.

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