Airtable
ServiceM8
integromat

An automated workflow using integromat

Connects Airtable + ServiceM8

Create ServiceM8 clients from Airtable records

About this workflow template

This automation scenario allows you to connect Airtable and ServiceM8

It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Airtable and ServiceM8 can also be integrated using automation tools other than integromat:

Diagram

Create ServiceM8 clients from Airtable records
Workflow diagram: Airtable + ServiceM8 integration

How it works?

When this trigger fires in Airtable

Airtable

Watch Records in Airtable

Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

Then this action happens in ServiceM8

ServiceM8

Create a Client in ServiceM8

Creates a new client.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create ServiceM8 clients from Airtable records.

Part I

Configure Applications

First, we need to connect Airtable and ServiceM8 to Make.com.

  • Create Make.com account.

    Create Make.com account.

    Create Make.com account if you don't have one.

  • Connect Airtable to Make.com.

    Connect Airtable to Make.com.

    Give Make.com access to your Airtable account, using Airtable credentials.

  • Connect ServiceM8 to Make.com.

    Connect ServiceM8 to Make.com.

    Give Make.com access to your ServiceM8 account, using ServiceM8 credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

  • Set up a Trigger action for Airtable

    Set up a Trigger action for Airtable

    Choose the following trigger: Watch Records (Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).).

  • Then set up an Action for ServiceM8

    Then set up an Action for ServiceM8

    Choose this action: Create a Client (Creates a new client. ).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Airtable and ServiceM8.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create ServiceM8 clients from Airtable records!

Supported triggers and actions

  • Airtable

    New record

    Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.

    zapierautomateiopabbly-connectalbato
    triggerbyzapierautomateiopabbly-connectalbato
  • Airtable

    New or updated record

    Triggers when a record is created or updated.

    zapier
    triggerbyzapier
  • Airtable

    New record in view

    Triggers when a new new record is created in a specifc view.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Airtable

    Watch records

    Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

    integromat
    triggerbyintegromat
  • Airtable

    New record created

    This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.

    ifttt
    triggerbyifttt
  • Airtable

    New or modified records

    New or modified records

    pipedream
    triggerbypipedream
  • ServiceM8

    Create job

    Creates a new job.

    zapierpabbly-connect
    actionbyzapierpabbly-connect
  • ServiceM8

    Create client

    Creates a new client.

    zapier
    actionbyzapier
  • ServiceM8

    Create a client

    Creates a new client.

    integromatintegrately
    actionbyintegromatintegrately
  • ServiceM8

    Create a job

    Creates a new job.

    integromatintegrately
    actionbyintegromatintegrately
  • ServiceM8

    Create a job contact

    Creates a new job contact.

    integromat
    actionbyintegromat
  • ServiceM8

    Delete a client

    Deletes a specific client by id.

    integromat
    actionbyintegromat

Apps you need

Airtable

Airtable

Spreadsheets

A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer

Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.

Make.com

Make.com

Automation Platforms

Integromat now Make! A workflow automation service.

Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.