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Servicem8

Reference

28 actions for Servicem8 workflows.

01. Operations

Act on Servicem8 from a workflow

Operations are the actions a workflow can take in Servicem8, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Activity

1 operation

Track and retrieve job activity history to monitor what work has been completed, status changes, and timelines for service jobs within your workflows.

Action

Retrieve Job Activity

SERVICEM8_RETRIEVE_JOB_ACTIVITY

Fetches complete details about a specific job activity using its unique identifier, allowing you to access timestamps, staff assignments, notes, and status information for any work activity in your service business.

1 input

Assets

1 operation

Access your company's asset inventory to reference equipment and resources assigned to jobs or client locations during service workflows.

Action

List All Assets

SERVICEM8_LIST_ALL_ASSETS

Retrieve a complete inventory of all your business assets including equipment, tools, and vehicles with their custom field data. Use this to maintain an up-to-date asset registry for reporting and tracking purposes.

1 input

Clients

2 operations

Manage and retrieve customer information to personalize communications, access client history, and ensure accurate billing and job assignments in your automation processes.

Action★ Featured

List All Clients

SERVICEM8_LIST_ALL_CLIENTS

Retrieve a complete list of all your customers in ServiceM8 to access customer records for reporting, analysis, or integration with other business tools.

1 input
Action

Retrieve ServiceM8 Client

SERVICEM8_RETRIEVE_CLIENT

Fetch detailed information about a specific client using their unique identifier, including contact details, preferences, and account history. This helps you quickly access client data for scheduling, billing, or communication purposes.

1 input

Fields

1 operation

Remove custom fields from your ServiceM8 account when they're no longer needed, helping keep your data structure clean and organized.

Action

Delete Custom Field

SERVICEM8_DELETE_CUSTOM_FIELD

Permanently removes a custom field from your ServiceM8 system, along with all associated data stored in that field. Use this to clean up outdated fields and simplify your job management workflow.

1 input

Forms

2 operations

Access form templates and retrieve specific form data to capture structured information during job intake, inspections, or service delivery workflows.

Action

List All Forms

SERVICEM8_LIST_ALL_FORMS

Retrieve all available forms from your ServiceM8 account to view form templates and their details. This helps you understand what forms are set up for collecting customer information and job details.

1 input
Action

Retrieve Form

SERVICEM8_RETRIEVE_FORM

Fetch detailed information about a specific form template using its unique identifier, including its name, description, and current status. This helps you understand form structure and configuration before using or sharing it with clients.

1 input

Jobs

3 operations

Create, list, and retrieve service jobs to build end-to-end automation for scheduling, dispatching, and tracking work orders from creation through completion.

Action★ Featured

Create a new Job

SERVICEM8_CREATE_JOBS

Quickly create and log new service jobs in your system with all essential details like location, customer, and job type, helping you organize work and keep your team informed.

11 input
Action★ Featured

List All Jobs

SERVICEM8_LIST_ALL_JOBS

Retrieve all jobs from your ServiceM8 account to get a complete overview of your scheduled work and project pipeline. Use this to monitor workload, track job status, and plan resource allocation across your business.

1 input
Action

Retrieve Job

SERVICEM8_RETRIEVE_JOB

Fetch complete details for a specific job using its unique identifier, including status, customer information, and service details. This helps you quickly access job information without browsing through your entire job list.

1 input

Locations

2 operations

Manage job sites and retrieve location details to ensure field staff have accurate addresses, access information, and site-specific notes for service delivery.

Action

List All Locations

SERVICEM8_LIST_ALL_LOCATIONS

Retrieve all configured service locations in your ServiceM8 account, including office locations, service areas, and warehouses. Use this to view where your business operates and assign jobs to the appropriate locations.

1 input
Action

Retrieve Location

SERVICEM8_RETRIEVE_LOCATION

Fetch detailed information about a specific service location using its unique identifier, including address, coordinates, and contact details.

1 input

Materials

2 operations

Access your materials catalog and retrieve item details to track inventory usage, calculate job costs, and manage materials assigned to service work.

Action★ Featured

List All Materials

SERVICEM8_LIST_ALL_MATERIALS

Retrieve your complete catalog of materials including products, labor rates, and inventory items from ServiceM8. This gives you access to all available items for creating quotes, invoices, and managing your business resources.

1 input
Action

Retrieve ServiceM8 Material

SERVICEM8_RETRIEVE_MATERIAL

Fetch complete details about a material, product, or service including pricing, stock levels, and tax information. Use this to get comprehensive material information whenever you need to check availability or pricing details.

1 input

Notes

5 operations

Capture and manage job notes throughout the service lifecycle—create observations during work, update details as the job progresses, retrieve historical notes, and remove outdated information to keep job records current.

Action★ Featured

ServiceM8 Create Job Note

SERVICEM8_CREATE_JOB_NOTE

Add notes, updates, or comments directly to a specific job in ServiceM8 to keep all job-related information organized in one place. This helps team members stay informed about progress, changes, and action items without switching between tools.

8 input
Action

Delete Job Note

SERVICEM8_DELETE_JOB_NOTE

Remove or archive a note from a job's record in ServiceM8, which can be restored later if needed. This helps keep job documentation clean and organized by removing outdated or incorrect information.

1 input
Action

List All Job Notes

SERVICEM8_LIST_ALL_JOB_NOTES

Retrieve all notes from your ServiceM8 jobs with filtering options to find specific notes by job, status, or across your entire system. This helps you quickly access and organize job-related information without manual searching.

2 input
Action

Retrieve Job Note

SERVICEM8_RETRIEVE_JOB_NOTE

Fetches the complete details of a specific job note including its content, timestamps, and associated job reference. Use this when you need to review full note information after finding a note ID from your job notes list.

1 input
Action

Update a ServiceM8 Job Note

SERVICEM8_UPDATE_JOB_NOTE

Modify and update existing job notes in ServiceM8 to keep your service records current and accurate. Use this when you need to correct information, add follow-up details, or track changes to a job after the initial note was created.

4 input

Payments

4 operations

Record, track, and manage job payments including creation, updates, and removal of payment records to maintain accurate financial records and cash flow tracking in your workflows.

Action★ Featured

ServiceM8 Create Job Payment

SERVICEM8_CREATE_JOB_PAYMENT

Records payment received from customers for completed job work, helping you track cash flow and close out invoices in ServiceM8.

11 input
Action

Delete Job Payment

SERVICEM8_DELETE_JOB_PAYMENT

Archives a job payment record in ServiceM8, hiding it from your active records while keeping it recoverable if needed. Use this when you need to remove a mistaken or voided payment from your current workflow.

1 input
Action

Retrieve Job Payment

SERVICEM8_RETRIEVE_JOB_PAYMENT

Fetch detailed information about a specific job payment, including the amount, payment method, timestamp, and staff member who processed it. This helps you verify payment details and track financial records for individual jobs.

1 input
Action

Update Job Payment

SERVICEM8_UPDATE_JOB_PAYMENT

Modify payment details for a completed job, including amount, method, notes, or payment status to keep your financial records accurate.

9 input

Queues

2 operations

Access job queues and queue assignments to manage work distribution among staff, prioritize incoming jobs, and optimize scheduling and dispatch processes.

Action

List All Job Queues

SERVICEM8_LIST_ALL_JOB_QUEUES

Retrieve all available job queues in your ServiceM8 account to see how jobs are organized and categorized. This helps you understand queue structures before routing new jobs or managing workflow assignments.

Action

Retrieve Job Queue

SERVICEM8_RETRIEVE_JOB_QUEUE

Retrieves detailed information about a specific job queue using its unique identifier, allowing you to see queue status, settings, and metadata before assigning tasks. This helps you understand queue capacity and configuration before dispatching new work.

1 input

Staff

1 operation

Retrieve staff member details and profiles to assign jobs, check availability, and personalize communications with your field service team.

Action

Retrieve Staff Member

SERVICEM8_RETRIEVE_STAFF_MEMBER

Fetch detailed information about a specific team member using their unique identifier, such as contact details, role, and status. This helps you quickly access and verify staff information without searching through your entire team directory.

1 input

Tasks

1 operation

List and manage task lists associated with jobs to break down work into smaller actionable items and track completion throughout service delivery.

Action

List All Tasks

SERVICEM8_LIST_ALL_TASKS

Retrieve all tasks from your ServiceM8 account to view job assignments, track progress, and monitor task completion status across your business.

2 input

Templates

1 operation

Access document templates for quotes, invoices, reports, and other forms to generate professional documents automatically as part of your service workflows.

Action

List All Document Templates

SERVICEM8_LIST_ALL_DOCUMENT_TEMPLATES

Retrieve all available document templates in your Servicem8 account to see what templates are ready for generating job-related documents. This helps you identify the right template before creating invoices, quotes, or work orders.

2 input
What now

Use Servicem8 in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.