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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Location Created" from Ply.

Add your action

An action happens after the trigger—such as "Create Client" in ServiceM8.

You’re connected!

Zapier seamlessly connects Ply and ServiceM8, automating your workflow.

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.

Location Created
Triggers when a new location is created.
Trigger
Instant
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Location Updated
Triggers when location is updated.
Trigger
Instant
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Material Deleted
Triggers when material is deleted.
Trigger
Instant
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Purchase Order Created
Triggers when new purchase order is created.
Trigger
Instant
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Purchase Order Updated
Triggers when purchase order is updated.
Trigger
Instant
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- Materials IDs
  Required
Action
Write
- Material ID
  Required
Action
Search

- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

Location Deleted
Triggers when location is deleted.
Trigger
Instant
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Material Created
Triggers when a new material is created.
Trigger
Instant
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Material Updated
Triggers when material is updated.
Trigger
Instant
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Purchase Order Status Changed
Triggers when purchase order's status is changed.
Trigger
Instant
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- Name
  Required
- Description
- Item Number
- Brand
- Manufacturer
- Serialized
- Name
  Required
- Description
- Cost For Client
  Required
- Cost For Business
  Required
- Min Amount
  Required
- Max Amount
  Required
- Active
  Required
Action
Write
- Material Id
  Required
- Name
  Required
- Description
- Item Number
- Brand
- Manufacturer
- Serialized
Action
Write
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job Status
  Required
- 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
Action
Write

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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

Connect Ply 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.

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.

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.

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.

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.

Learn how to automate ServiceM8 on the Zapier blog

Make work flow with AI

Level up your Ply 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

About Ply

Ply is an inventory management and procurement system that supports material tracking and purchasing for trade teams.

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Related categories

Productivity

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.

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Related categories

CRM (Customer Relationship Management)

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