Salesforce, ServiceM8 Integrations

Salesforce
ServiceM8
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Triggers

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

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.

Actions

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

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.

Searches

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

ServiceM8

List Clients

Provides a list of all customers.

ServiceM8

List Jobs

Returns the entire list of jobs.

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