ServiceM8
With the webhook tools below, your receptionist can create a quote or job in ServiceM8 when a caller needs work done, and add new callers as clients.
Before you start
In ServiceM8, open Settings → API Keys and create a key. Every tool below sends it in the X-Api-Key request header. Anyone with the key can read and change your ServiceM8 data, so keep it out of shared documents.
Create the tools
For each tool, go to Integrations, select Add integration, choose Webhook Tool, and set Assign to agents to Receptionist.
Create a job
Use Work Order instead of Quote if calls should go straight to scheduled work.
Add a new client
Select Enable on each tool, then test your receptionist by asking for a quote. The new quote appears in ServiceM8.
Limitations
- ServiceM8 replies to both tools with only
OK. The new record’s ID is in a response header your receptionist can’t read, so it can’t link the job to the client. Your team links them in ServiceM8. - ServiceM8 keeps phone numbers and emails on a client’s contacts, a separate record the client tool can’t create. The job description holds the caller’s number instead.
- Searching for an existing client needs a
$filterparameter, and webhook tool parameter names can’t contain$, so your receptionist can’t look callers up.
To create linked clients and jobs, use ServiceM8’s Create Client and Create Job actions through Zapier.