Do everything in one place
Customize your Intercom and ServiceM8 integration with the following
triggers and actions.
Triggers
When this happens…
Intercom
- New company Real-timeNew company in Intercom
- New contactNew contact in Intercom
- New conversationNew conversation in Intercom
- New userNew user in Intercom
- Updated contactUpdated contact in Intercom
- Updated conversationUpdated conversation in Intercom
- Updated userUpdated user in Intercom
Any other trigger you can think up
ServiceM8
- Contact createdContact created in ServiceM8
- Job activity createdJob activity created in ServiceM8
- Material createdMaterial created in ServiceM8
- Staff createdStaff created in ServiceM8
- Job quotedJob quoted in ServiceM8
- Client updatedClient updated in ServiceM8
- Job updatedJob updated in ServiceM8
Any other trigger you can think up
Actions
Do this…
Intercom
- Custom actionCustom action in Intercom (Custom)
- Add conversation noteAdd conversation note in Intercom
- Archive users BatchArchive users in Intercom
- Get conversation by IDGet conversation by ID in Intercom
- Reply to conversation as userReply to a conversation in Intercom
- Search conversations by user BatchSearch conversations by user in Intercom
- Search notes by user BatchSearch notes by user in Intercom
- Search segments by user BatchSearch segments by user in Intercom
- Search tags by user BatchSearch tags by user in Intercom
- Search userSearch user in Intercom
- Update userUpdate user in Intercom
- Create/update users BatchInsert/update users in Intercom
Any other action you can think up
ServiceM8
- Add jobAdd job in ServiceM8
- Add job materialAdd job material to a job in ServiceM8
- Create materialCreate material in ServiceM8
- Add staffAdd new staff in ServiceM8
- Create clientCreate client in ServiceM8
- Create contactCreate contact in ServiceM8
- Get client details by UUIDGet client details in ServiceM8
- Get job by UUIDGet job in ServiceM8
- Get job materials by job/UUID BatchGet job materials in ServiceM8
- Get staff by UUIDGet staff in ServiceM8
- Search clientSearch client in ServiceM8
- Search contact BatchSearch contact in ServiceM8
- Search job activities BatchSearch job activities in ServiceM8
- Search materialsSearch materials in ServiceM8
- Search staff BatchSearch staff in ServiceM8
- Update clientUpdate client in ServiceM8
- Update contactUpdate contact in ServiceM8
- Update jobUpdate job in ServiceM8
- Update materialUpdate material in ServiceM8
Any other action you can think up
The wonders of Workato
Easily set up as many intelligent automations you need.
- 1000s of ready-to-use templates
- Accelerate work with intelligent automation
- Do it yourself, faster
- Build bots. Put them to work