Integration and Automation

To extend the functionality and versatility of your ServiceM8 platform, you may start considering integrations and automations.

  • Integration: connecting two or more systems together
  • Automation: getting one or more systems to automatically run tasks without intervention

You can do one or the other, or both together. It depends on what you are trying to achieve.

ServiceM8 already has some integrations and automations built right into it. Sending a job to be invoiced to an accounting platform, like Xero, is an integration. Sending a booking reminder SMS to a customer is an automation.

But what happens if an integration or automation is not already available?

WorkM8 Automation

We help businesses with integrations and automations that aren’t readily available in ServiceM8.

We call this WorkM8 Automation. Using our own advanced Zapier and Pabbly Connect integrations for ServiceM8, we can connect your ServiceM8 system to thousands of other software platforms, which may also include other ServiceM8 and other job management systems.  

FAQ

WorkM8 Automation is a combination of software and managed services which take care of integrating and automating your ServiceM8 system to solve your automated workflow requirements:  

  • the WorkM8 Automation software is our customised ServiceM8 integration, designed specifically for ServiceM8 and works with Zapier and Pabbly Connect.
  • software may also include other 3rd party platforms, such as Fillout Forms, JotForm, and Airtable to name a few examples. It depends on the problem you are solving, and our solution to that problem.  
  • the managed service is the design, implementation, integration, automated workflows, and the ongoing monitoring and support to ensure the automations continue to work behind the scenes. 

This means you don't have to worry about buying subscriptions or licences to different automation platforms. Or fixing them if something unexpectedly stops working. Instead, we design, create, and then support these workflow automations tailored to you and your business. Everything is bundled into a recurring service charge, usually billed in advance and in yearly cycles.

Chances are, yes. We purposely chose Zapier  for its vast selection of integrations (+6000 and counting).

  • If no, does the software have an open REST API? 
  • What are you expecting to do by connecting your software to ServiceM8?
  • Do the API's support the 'thing' you are trying to do?

Learn more and book in a call with us to discuss the potential possibilities.

It depends on the automation or the integration. We use Zapier because it is has the most pre-built available integrations. And Pabbly Connect because it has the lowest cost. Where possible we might solution using both platforms to get the best of both worlds.

All integrations require an initial design, setup, and testing phase, with a cost starting from $1250. Once built and operational, there will be an ongoing charge starting from $60/month.

Before forging ahead with a decision to automate anything, a better question than "is it expensive?" will be "is it viable?". Viability is deciding whether the cost to do something is justified by:

  • Desirability: how badly is it needed?
  • Feasibility: can it be done? 

If the integration is going to solve a costly problem, and it can be built and supported, then the viability (i.e., the price) could well be justified.

Still unsure? Check out our online Viability Calculator tool to help you decide.