Productivity & Project Management
Connect Servicem8 to Sortment
Connect Servicem8 to Sortment so its AI agents can use 34 Servicem8 actions in your lifecycle programs, from audiences and campaigns to reporting.
- Actions
- 34
- Triggers
- —
- Authentication
- OAuth2
- Category
- Productivity & Project Management
What Sortment's agents can do in Servicem8
34 actions.
- Add Job Material
- ServiceM8 Create Job Note
- ServiceM8 Create Job Payment
- Create a new Job
- Delete Custom Field
- Delete Job Activity
- Delete Job Note
- Delete Job Payment
- 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 ServiceM8 Client
- Retrieve Form
- Retrieve Job
- Retrieve Job Activity
- Retrieve Job Note
- Retrieve Job Payment
- Retrieve Job Queue
- Retrieve Location
- Retrieve ServiceM8 Material
- Retrieve Staff Member
- Update ServiceM8 Client
- Update a ServiceM8 Job Note
- Update Job Payment
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