HeySpace, ServiceM8, Optimy Integrations

HeySpace
Optimy
ServiceM8
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Triggers

ServiceM8

Watch Completed Jobs INSTANT

Triggers when job-status changes to complete.

ServiceM8

Watch Form Response INSTANT

Triggers when a form is completed. Requires the forms add-on to be enabled in your ServiceM8 account.

ServiceM8

Watch New Client INSTANT

Triggers when a new client is created.

ServiceM8

Watch New Jobs INSTANT

Triggers when a new job is created.

ServiceM8

Watch Queued Jobs INSTANT

Triggers when a job is assigned to a queue.

Optimy

Generic event INSTANT

New project, updated project, etc.

Actions

HeySpace

Create a Card

Creates a card in specific list and space

HeySpace

Create a Card Comment

Creates a comment in a card

HeySpace

Create a Card List

Creates a list of cards in a specific space

HeySpace

Create a Checklist Item

Creates a checklist item in a card

HeySpace

Create a Message

Creates message in a space

HeySpace

Create a Space

Creates a space in specific workspace

HeySpace

Make an API Call

Performs an arbitrary authorized API call.

ServiceM8

Create a Client

Creates a new client.

ServiceM8

Create a Job

Creates a new job.

ServiceM8

Create a Job Contact

Creates a new job contact.

ServiceM8

Delete a Client

Deletes a specific client by id.

ServiceM8

Delete a Job

Removes the selected job from the list.

ServiceM8

Get a Client

Gets information about the selected customer.

ServiceM8

Get a Job

Gets information about a specific job.

ServiceM8

Make an API Call

Performs an arbitrary authorized API call.

ServiceM8

Update a Client

Updates work data for a specific client by id.

ServiceM8

Update a Job

Updates information about a specific job.

Optimy

Create a project part version

Creates a new version on a given part.

Optimy

Create a project task

Creates a task in a project.

Optimy

Create budget allocation

Create a budget allocation in a project.

Optimy

Create project internal extra field

Creates an internal extra field in a project.

Optimy

Get form

Gets a form.

Optimy

Get project

Retrieves data about a single project

Optimy

Get project answer

Gets the answer of a given project part version for a given project.

Optimy

Get project file (document manager)

Gets the file uploaded in the "document manager" of a project.

Optimy

Get project file (form)

Gets a file uploaded through the form into a project.

Optimy

Get project internal extra field

Gets an internal extra field of a project.

Optimy

Update project status

Updates the status of a project

Optimy

Update project task

Updates the task of a project (eg: to mark it as completed).

Optimy

Update the project leader

Updates (or removes) the leader (user and/or team) of a project.

Optimy

Upload a project file (document manager)

Uploads a file into the "document manager" of the project.

Optimy

Upload a project file (form)

Uploads a file into the form of the project.

Searches

ServiceM8

List Clients

Provides a list of all customers.

ServiceM8

List Jobs

Returns the entire list of jobs.

Optimy

List project answers

Lists the answers of a given project part version of a given project.

Optimy

List project files (document manager)

Lists files uploaded in the “document manager" of the project.

Optimy

List project files (form)

Lists files uploaded through the form into a project.

Optimy

List project internal extra fields

Lists internal extra fields of a project.

Optimy

List project part versions

Lists all part versions of a project.

Optimy

List projects

Lists all projects. Optionally filters by form, form part, project owner, project status.

Optimy

List project statuses

Lists all available project statuses

Optimy

List project tasks

Lists all tasks of a project.