Productivity & Project Management
Connect Servicem8 to Sortment
Connect Servicem8 to Sortment so its AI agents can create tasks and keep your team's campaign work organized and on schedule. You approve every change.
- Actions
- 34
- Triggers
- —
- Authentication
- OAuth2
- Category
- Productivity & Project Management
What Sortment's agents can do in Servicem8
34 actions.
- Update Job Payment
- Add Job Material
- Create a new Job
- Update ServiceM8 Client
- Update a ServiceM8 Job Note
- List All Assets
- List All Clients
- List All Document Templates
- List All Forms
- List All Job Notes
- List All Job Queues
- List All Jobs
- List All Locations
- List All Materials
- List All Tasks
- List Company Contacts
- List Job Allocations
- List Staff Members
- Retrieve Job Payment
- Retrieve Staff Member
- Retrieve ServiceM8 Client
- Retrieve Form
- Retrieve Job
- Retrieve Job Activity
- Retrieve Job Note
- Retrieve Job Queue
- Retrieve Location
- Retrieve ServiceM8 Material
- ServiceM8 Create Job Payment
- ServiceM8 Create Job Note
- Delete Job Payment
- Delete Custom Field
- Delete Job Activity
- Delete Job Note
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
Related integrations
All integrations
See Sortment work with Servicem8.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack