K Factors + ServiceM8 Integrations

How to connect K Factors + ServiceM8

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Choose an Action

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Supported triggers and actions

What does this mean?

- Widget id
  Choosing a widget will trigger on all new notifications on that widget.
Trigger
Scheduled
Try It
- Widget idRequired
- DataRequired
  Enter key-value pair (ex.: name: Joe Doe)
Action
Write
- QueueRequired
  Only trigger when a Job is assigned to the selected Queue.
- Job Category
  Only trigger when the queued Job belongs to the selected Category.
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
  Select the form type you want to trigger from.
Trigger
Instant
Try It
- NameRequired
- Address
  Will be used as the default Job Address for future jobs created for this Client.
- Billing Address
  Address to which Quotes or Invoices for this Client should be sent. Will be used as the default Billing Address when new Jobs are created for this Client.
- Fax Number
- Website
  Clients website address.
- First Name
  First name of the Client's primary contact.
- Last Name
  Last name of the Client's primary contact.
- Phone Number
  Phone number of the Client's primary contact.
- Mobile Number
  Mobile/cell number of the Client's primary contact.
- E-Mail Address
  E-mail address of the Client's primary contact.
Action
Write

- Widget idRequired
- From date
- To date
Action
Write
- Job Category
  Category assigned to this job.
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
  Category assigned to this job.
Trigger
Instant
Try It
- Customer Name
  The name of the Customer to whom this job is assigned. Leave this blank to automatically create a new customer from the job contact details.
- Job StatusRequired
- Job Address
  Address at which the work will occur.
- Billing Address
  Address to which the quote or invoice will be sent.
- Job Description
  Short description of the work to be performed.
- Purchase Order Number
  Purchase order reference supplied by the customer.
- Work Completed
  Description of the work which was done. Usually included on the Quote or Invoice document when it is generated.
- Job Contact First Name
  First name of the job contact (the person you'll talk to at the job site).
- Job Contact Last Name
  Last name of the job contact (the person you'll talk to at the job site).
- Job Contact Phone
  Phone number of the job contact (the person you'll talk to at the job site).
- Job Contact Mobile
  Mobile/cell number of the job contact (the person you'll talk to at the job site).
- Job Contact E-Mail Address
  E-mail address of the job contact (the person you'll talk to at the job site).
- Billing Contact First Name
  First name of the billing contact (the person you'll talk to about payments and invoicing).
- Billing Contact Last Name
  Last name of the billing contact (the person you'll talk to about payments and invoicing).
- Billing Contact Phone
  Phone number of the billing contact (the person you'll talk to about payments and invoicing).
- Billing Contact Mobile
  Mobile/cell number of the billing contact (the person you'll talk to about payments and invoicing).
- Billing Contact E-Mail
  E-mail address of the billing contact (the person you'll talk to about payments and invoicing).
Action
Write

How K Factors + ServiceM8 Integrations Work

Step 1: Authenticate K Factors and ServiceM8.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect K Factors + ServiceM8

About K Factors

Use K Factors to create notification widgets that convert.

Related categories

Ads & Conversion

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 more

Related categories

Scheduling & Booking

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K Factors + ServiceM8 Integrations

How to connect K Factors + ServiceM8

Connect your apps and automate workflows

New Notification

Widget id

Post Widget Data

Widget idRequired

DataRequired

Job Queued

QueueRequired

Job Category

New Form Response

Completed By

Form TypeRequired

Create Client

NameRequired

Address

Billing Address

Fax Number

Website

First Name

Last Name

Phone Number

Mobile Number

E-Mail Address

Get Widget Data

Widget idRequired

From date

To date

Job Completed

Job Category

New Client

New Job

Job Category

Create Job

Customer Name

Job StatusRequired

Job Address

Billing Address

Job Description

Purchase Order Number

Work Completed

Job Contact First Name

Job Contact Last Name

Job Contact Phone

Job Contact Mobile

Job Contact E-Mail Address

Billing Contact First Name

Billing Contact Last Name

Billing Contact Phone

Billing Contact Mobile

Billing Contact E-Mail

About K Factors

Related categories

About ServiceM8

Related categories

Similar apps

iFormBuilder

TrackVia

Device Magic

Get started for free