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How to connect ServiceM8 and Wrike
Create a New Scenario to Connect ServiceM8 and Wrike
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 Wrike will be your first step. To do this, click "Choose an app," find ServiceM8 or Wrike, 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 Wrike Node
Next, click the plus (+) icon on the ServiceM8 node, select Wrike from the list of available apps, and choose the action you need from the list of nodes within Wrike.
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Authenticate Wrike
Now, click the Wrike node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Wrike settings. Authentication allows you to use Wrike through Latenode.
Configure the ServiceM8 and Wrike 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 Wrike 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring ServiceM8, Wrike, 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 Wrike integration works as expected. Depending on your setup, data should flow between ServiceM8 and Wrike (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 Wrike
ServiceM8 + Wrike + Slack: When a job is completed in ServiceM8, a task is created in Wrike for invoicing. A message is then sent to a Slack channel notifying the accounting team.
Wrike + ServiceM8 + Google Calendar: When a task is assigned in Wrike, an event is created in Google Calendar for the assigned ServiceM8 technician to schedule the work.
ServiceM8 and Wrike 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 Wrike
Automate Wrike project updates and task assignments directly from other apps using Latenode. Sync data between Wrike and your CRM, database, or calendar. Create custom triggers based on project status changes and automate reporting. Latenode provides flexible integration with no-code tools or custom JavaScript, allowing you to tailor Wrike workflows without step limits.
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FAQ ServiceM8 and Wrike
How can I connect my ServiceM8 account to Wrike using Latenode?
To connect your ServiceM8 account to Wrike 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 Wrike accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Wrike tasks from new ServiceM8 jobs?
Yes, you can! Latenode allows real-time synchronization, instantly creating Wrike tasks, keeping project management aligned with field service activities and boosting team efficiency.
What types of tasks can I perform by integrating ServiceM8 with Wrike?
Integrating ServiceM8 with Wrike allows you to perform various tasks, including:
- Creating Wrike tasks when new jobs are scheduled in ServiceM8.
- Updating Wrike tasks when job details change in ServiceM8.
- Generating ServiceM8 invoices upon Wrike task completion.
- Syncing client data between ServiceM8 and Wrike projects.
- Sending Wrike notifications for urgent ServiceM8 job requests.
Can I use custom JavaScript code to transform data between ServiceM8 and Wrike?
Yes! Latenode provides full JavaScript support, enabling powerful data transformations and customization beyond simple field mapping.
Are there any limitations to the ServiceM8 and Wrike integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations might require custom JavaScript coding.
- Real-time sync depends on the API rate limits of both ServiceM8 and Wrike.
- Attachments from ServiceM8 may require separate handling in Wrike workflows.
