ServiceM8 integration with Payaca
How to Add new ServiceM8 clients as Payaca customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add new ServiceM8 clients as Payaca customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Payaca integrations
Payaca actions
Nekton can use any feature that is available in Payaca API.
Using our advanced AI, you can easily create custom automations for Payaca.
Here are some typical actions you can do in your automated workflows.
Create Deal
Creates a deal.
Create Customer
Creates a customer.
Accepted Quote
Triggers when a quote accepted.
Sent Invoice
Triggers when an invoice is sent.
Updated Event
Triggers when an event is updated.
Created Event
Triggers when an event is created.
About Payaca
Send professional quotes and invoices, manage customers and pricing, and take payment.