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All integrations

Productivity

Servicem8 for your Agent

Flow can look up tasks, projects and pages in Servicem8, and with read and write access it can create and update them, for example to turn a tender’s deadlines into tasks.

It asks for your approval before it changes anything in Servicem8. Connect by signing in with Servicem8.

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Create a task in Servicem8 for each document the Lyon tender asks for, due two days before the deadline.

Connect Servicem8 in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Servicem8.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 03

    Ask, or let an event start the work

    Ask Flow, or have it set up an event trigger for Servicem8.

What Flow can do depends on what Servicem8 offers through its API and on the access you choose.

Things to ask

Type these to Flow once Servicem8 is connected.

  • Servicem8

    Create a task in Servicem8 for each document the Lyon tender asks for, due two days before the deadline.

  • Servicem8

    What is still open in Servicem8 for our hospital bid?

About Servicem8

Servicem8 is a field service management platform for scheduling jobs, quoting, and invoicing. It helps businesses track real-time job status and empower mobile staff in the field.

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