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Connect Infobot and ServiceM8 to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Infobot with ServiceM8 - no code necessary. See how you can get setup in minutes.

Select a trigger from Infobot

A trigger is an event that starts your Zap and runs the workflow. For example, with Infobot, a trigger could be "Lead Captured."
A trigger is the event that kicks off your automated workflow.

Setup an action from ServiceM8

An action is what takes place after the automation is triggered. For example, with ServiceM8, the action could be "Create Client."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Infobot to ServiceM8

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Infobot to ServiceM8 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Infobot and ServiceM8 to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Knowledge Base Name
      Required
    Trigger
    Instant
    Try It
    • Job Category
    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search
    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Job Category
    Trigger
    Instant
    Try It
    • Knowledge Base Name
      Required
    • Prompt
      Required
    • Model Type
      Required
    • Conversation ID (Optional)
    Action
    Write
    • Queue
      Required
    • Job Category
    Trigger
    Instant
    Try It
    • Completed By
    • Form Type
      Required
    Trigger
    Instant
    Try It
    • Name
      Required
    • Address
    • Billing Address
    • Fax Number
    • Website
    • First Name
    • Last Name
    • Phone Number
    • Mobile Number
    • E-Mail Address
    Action
    Write
infobot logo
infobot logo
About Infobot
Infobot is an artificial intelligence platform that allows you to create custom AI chatbots trained on your data.
Related categories
AI Tools
servicem8 logo
servicem8 logo
About ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Learn moreLearn more
Related categories
CRM (Customer Relationship Management)
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