Connect Dastra and ServiceM8

Both apps 43Dastra 18ServiceM8 25

• Trigger
  New Task

  Triggers when a new task is created in the chosen Dastra workspace.

• Action
  Add asset

  Creates an asset (software, building, network, data store and so on) in a Dastra workspace and returns the new asset record.

• Action
  Add data processing

  Creates a new data processing activity in your Dastra record of processing activities, in the organizational unit you choose.

• Action
  Attach an Actor to a Data Processing

  Links one or more actors (vendors, internal services, third parties, data controllers) to a data processing activity in your Dastra register, as recipients, data controllers, stakeholders or referents.

• Action
  Create an Actor

  Creates an actor (a vendor, partner, processor or other third party) in a Dastra workspace and returns the new actor record.

• Action
  Create a Task

  Creates a task in a Dastra workspace, with its priority, dates, assignee, project and links to other Dastra records.

• Action
  Delete actor

  Deletes an actor (a controller, processor or other third party) from a Dastra workspace.

• Action
  Delete task

  Deletes a task from a Dastra workspace.

• Action
  Get actor

  Returns one actor (vendor, processor, controller or other third party) from a Dastra workspace by its id, including its contact details, tags, contracts and custom field values.

• Action
  Get data processing

  Returns a data processing activity from your Dastra register of processing activities, including its purposes, recipients, data subject rights and custom fields.

• Action
  Get task

  Returns a single Dastra task by its id, including its state, priority, deadline, assignee and custom field values.

• Action
  List assets

  Returns the assets (software, buildings, networks, data stores and other resources) in a Dastra workspace, optionally filtered by type, state, owner, tag, organizational unit or a search text.

• Action
  List tasks

  Returns the tasks in a Dastra workspace, optionally filtered by state, priority, assignee, project, linked object, dates or search text.

• Action
  Search Actor

  Returns the actors (vendors, data controllers, third parties and other organizations or people) in a Dastra workspace that match the search text and filters.

• Action
  Search Data Processing

  Searches the data processing activities in a Dastra workspace by text and optional filters, returning every matching activity with its full record.

• Action
  Update actor

  Updates an existing actor (vendor, partner or person) in a Dastra workspace. Fields you leave blank keep their current values.

• Action
  Update data processing

  Updates an existing data processing activity in a Dastra workspace, changing only the fields you fill in, and returns the updated record.

• Action
  Update task

  Updates an existing Dastra task. Fields you leave blank keep their current values.

• Trigger
  Job Queued

  Triggers when a Job is assigned to a Queue.

• Trigger
  New Job

  Triggers when a new job is created.

• Action
  Add attachment

  Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.

• Action
  Add company contact

  Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact.

• Action
  Add job allocation

  Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.

• Action
  Add job material

  Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details.

• Action
  Add job payment

  Records a payment against a ServiceM8 job, with its amount, method, date and optional note.

• Action
  Add note

  Adds a note to a job, client or other ServiceM8 record.

• Action
  Create Client

  Creates a new client (company) record in ServiceM8.

• Action
  Create Job

  Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.

• Action
  Delete client

  Deletes (archives) a client in ServiceM8.

• Action
  Delete job

  Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.

• Action
  Get attachment

  Returns the details of a single file attachment (photo, PDF or other file) by its UUID.

• Action
  Get client

  Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.

• Action
  Get job

  Returns a single ServiceM8 job by its UUID, including its status, client, address and totals.

• Action
  Get Job Allocation

  Returns a single job allocation — which staff member a job is allocated to, its window, dates and status.

• Action
  List clients

  Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.

• Action
  List job materials

  Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.

• Action
  List job payments

  Returns the payments recorded against jobs, optionally filtered (for example to a single job).

• Action
  List Job Queues

  Returns the job queues set up in the ServiceM8 account.

• Action
  List jobs

  Returns the jobs in your ServiceM8 account, optionally narrowed by a filter.

• Action
  List notes

  Returns the notes in your ServiceM8 account, optionally filtered and sorted.

• Action
  List staff members

  Returns the staff members in your ServiceM8 account, optionally narrowed by a filter.

• Action
  Update client

  Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed.

• Action
  Update job

  Updates an existing job in ServiceM8, changing only the fields you fill in.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.