Mazaal AI Logo
Get Extension
AppsPricingBlogTry it
Salesforce logo
ServiceM8 logo

Connect Salesforce to ServiceM8

Use 10 documented Salesforce triggers to run 24 documented ServiceM8 actions.

10 source triggers
24 target actions
Reverse direction supported
Start Free TrialBrowse Salesforce integrations

Why Connect Salesforce & ServiceM8?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a ServiceM8 action

Send the event into one of 24 documented actions, such as Create Attachment, Create Badge, Create Category.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook
Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook
Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook
New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook
New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook
New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook
New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook
New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook
New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook
New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

ServiceM8 logo

ServiceM8

Triggers (5)

New Client (Instant)

Emit new event when a new client is created.

webhook
New Form Response (Instant)

Emit new event when a new Form Response is created.

webhook
New Job (Instant)

Emit new event when a new job is created. By creating this trigger, any other Job triggers will stop working as ServiceM8 will replace any previous ones.

webhook
New Job Completed (Instant)

Emit new event when a job completes. By creating this trigger, any other Job triggers will stop working as ServiceM8 will replace any previous ones.

webhook
New Job Queued (Instant)

Emit new event when a job is queued. By creating this trigger, any other Job triggers will stop working as ServiceM8 will replace any previous ones.

webhook

Actions (24)

Create Attachment

Create an attachment. See the documentation

Create Badge

Create a badge. See the documentation

Create Category

Create a job category. See the documentation

Create Company

Create a company (client). See the documentation

Create Company Contact

Create a company contact. See the documentation

Create Job

Create a job. See the documentation

Create Job Activity

Create a job activity. See the documentation

Create Job Contact

Create a job contact. See the documentation

Create Job Material

Create a job material line. See the documentation

Create Job Payment

Create a job payment. See the documentation

Create Job Queue

Create a job queue. See the documentation

Create Note

Create a note. See the documentation

Create Staff Member

Create a staff member. See the documentation

Create Webhook Subscription

Create or update an object webhook subscription. See the documentation

Delete Attachment

Delete an attachment by UUID. See the documentation

Delete Badge

Delete a badge by UUID. See the documentation

Delete Category

Delete a category by UUID. See the documentation

Delete Company

Delete a company by UUID. See the documentation

Delete Company Contact

Delete a company contact by UUID. See the documentation

Delete Job

Delete a job by UUID. See the documentation

Delete Job Activity

Delete a job activity by UUID. See the documentation

Delete Job Contact

Delete a job contact by UUID. See the documentation

Delete Job Material

Delete a job material by UUID. See the documentation

Delete Job Payment

Delete a job payment by UUID. See the documentation

Integration Features

10 documented Salesforce triggers
24 documented ServiceM8 actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported ServiceM8 to Salesforce direction

Capability Examples

Salesforce trigger → ServiceM8 action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

ServiceM8ServiceM8

Create Attachment

ServiceM8 trigger → Salesforce action

Reverse direction
ServiceM8ServiceM8

New Client (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and ServiceM8 accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented ServiceM8 operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 24 documented ServiceM8 actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

ServiceM8 logoSalesforce logo

Reverse Integration Available

Also connect ServiceM8 to Salesforce for bidirectional automation

View Integration
Salesforce logo

All Salesforce Integrations

Explore all available Salesforce connections

View All Integrations
ServiceM8 logo

All ServiceM8 Integrations

Explore all available ServiceM8 connections

View All Integrations

Popular Integrations

HubSpot logoHubSpot
Pipedrive logoPipedrive
Notion logoNotion
OpenAI (ChatGPT) logoOpenAI (ChatGPT)
Google Sheets logoGoogle Sheets
Slack logoSlack
Telegram logoTelegram
Google Drive logoGoogle Drive
View all integrations →

More ServiceM8 Integrations

HubSpot logoHubSpot
Pipedrive logoPipedrive
Notion logoNotion
OpenAI (ChatGPT) logoOpenAI (ChatGPT)
Google Sheets logoGoogle Sheets
Slack logoSlack
Telegram logoTelegram
Google Drive logoGoogle Drive
View all ServiceM8 integrations →

Ready to Connect Salesforce & ServiceM8?

Build this supported workflow in Mazaal AI and test it with your own provider accounts.

Get Started Free