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.
Categories
Airtable and ServiceM8 can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in 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
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 if you don't have one.
Connect Airtable to Make.com.
Give Make.com access to your Airtable account, using Airtable credentials.
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
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
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
Configure the data that is exchanged between Airtable and ServiceM8.
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!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
triggerbyzapierautomateiopabbly-connectalbatoNew or updated record
Triggers when a record is created or updated.
triggerbyzapierNew record in view
Triggers when a new new record is created in a specifc view.
triggerbyzapierpabbly-connectWatch records
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
triggerbyintegromatNew or modified records
New or modified records
triggerbypipedreamNew or modified records in view
New or modified records in view
triggerbypipedream
Create job
Creates a new job.
actionbyzapierpabbly-connectCreate client
Creates a new client.
actionbyzapierCreate a client
Creates a new client.
actionbyintegromatintegratelyCreate a job
Creates a new job.
actionbyintegromatintegratelyCreate a job contact
Creates a new job contact.
actionbyintegromatDelete a client
Deletes a specific client by id.
actionbyintegromat
Apps you need
Airtable
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 (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.
