ServiceM8 and Typebot Integration

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Automatically qualify ServiceM8 leads from Typebot surveys, then create jobs or tasks—all with Latenode’s flexible visual editor and affordable execution-based pricing. Use JavaScript for custom logic and scale without limits.

ServiceM8 + Typebot integration

Connect ServiceM8 and Typebot in minutes with Latenode.

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Automate your workflow

Swap Apps

ServiceM8

Typebot

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect ServiceM8 and Typebot

Create a New Scenario to Connect ServiceM8 and Typebot

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

Sign In

Run node once

Add the Typebot Node

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

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Authenticate Typebot

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

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Connect Typebot

Sign In

Run node once

Configure the ServiceM8 and Typebot 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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The action ID

Run node once

Set Up the ServiceM8 and Typebot 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, Typebot, 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 Typebot integration works as expected. Depending on your setup, data should flow between ServiceM8 and Typebot (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 Typebot

Typebot + ServiceM8 + Slack: When a customer submits a service request via Typebot, a new job is created in ServiceM8, and a notification is sent to a designated Slack channel to alert the service team.

Typebot + ServiceM8 + Google Sheets: Customer feedback is captured via Typebot, job details are updated in ServiceM8 based on the feedback, and all the collected data, including feedback and updated job details, are logged in Google Sheets for analysis and record-keeping.

ServiceM8 and Typebot 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 Typebot

Use Typebot in Latenode to build interactive chatbots for lead capture or support. Connect Typebot to your workflows to qualify leads and send data to your CRM, database, or other apps. Automate personalized experiences and complex logic visually, then scale affordably with Latenode’s usage-based pricing.

See how Latenode works

FAQ ServiceM8 and Typebot

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

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

Can I qualify leads from Typebot into ServiceM8?

Yes, you can! Latenode lets you send qualified leads from Typebot to ServiceM8 automatically. This ensures your ServiceM8 database is always up-to-date with relevant potential clients, ready for action.

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

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

  • Automatically creating ServiceM8 jobs from Typebot form submissions.
  • Updating client details in ServiceM8 based on Typebot responses.
  • Sending appointment reminders via Typebot based on ServiceM8 schedule.
  • Triggering satisfaction surveys in Typebot after ServiceM8 job completion.
  • Segmenting leads in Typebot based on ServiceM8 service history.

How secure is my ServiceM8 data when using Latenode?

Latenode employs robust security measures, including encryption and secure authentication protocols, to protect your ServiceM8 data throughout all integration processes.

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

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

  • Complex conditional logic may require JavaScript for optimal performance.
  • Large data transfers might be subject to rate limits imposed by ServiceM8 or Typebot.
  • Custom field mapping may require occasional manual adjustments in Latenode.

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