Integration
Connect ServiceM8 to Dreamdata
When New Job fires in ServiceM8, your agent runs Group User in Dreamdata. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want ServiceM8 and Dreamdata to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What ServiceM8 can start in Dreamdata
When New Job in ServiceM8
then Group User in Dreamdata
When Job Queued in ServiceM8
then Identify User in Dreamdata
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with ServiceM8 and Dreamdata
Triggers and actions 2 triggers ยท 28 actions
Trigger
Job QueuedTriggers when a Job is assigned to a Queue.
Trigger
New JobTriggers when a new job is created.
Action
Add attachmentUploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.
Action
Add company contactCreates a new contact person on a ServiceM8 client (company), such as a billing or job contact.
Action
Add job allocationAllocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.
Action
Add job materialAdds a material line item to a ServiceM8 job, with quantity, pricing and tax details.
Action
Add job paymentRecords a payment against a ServiceM8 job, with its amount, method, date and optional note.
Action
Add noteAdds a note to a job, client or other ServiceM8 record.
Action
Create ClientCreates a new client (company) record in ServiceM8.
Action
Create JobCreates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.
Action
Delete clientDeletes (archives) a client in ServiceM8.
Action
Delete jobDeletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.
Action
Get attachmentReturns the details of a single file attachment (photo, PDF or other file) by its UUID.
Action
Get clientReturns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.
Action
Get jobReturns a single ServiceM8 job by its UUID, including its status, client, address and totals.
Action
Get Job AllocationReturns a single job allocation โ which staff member a job is allocated to, its window, dates and status.
Action
List clientsReturns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.
Action
List job materialsReturns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.
Action
List job paymentsReturns the payments recorded against jobs, optionally filtered (for example to a single job).
Action
List Job QueuesReturns the job queues set up in the ServiceM8 account.
Action
List jobsReturns the jobs in your ServiceM8 account, optionally narrowed by a filter.
Action
List notesReturns the notes in your ServiceM8 account, optionally filtered and sorted.
Action
List staff membersReturns the staff members in your ServiceM8 account, optionally narrowed by a filter.
Action
Update clientUpdates an existing client (company) in ServiceM8. Only the fields you fill in are changed.
Action
Update jobUpdates an existing job in ServiceM8, changing only the fields you fill in.
Action
Group UserAssociates a user with different properties, such as company name and size.
Action
Identify UserIdentifies user by traits.
Action
Track and IdentifyTracks an event and identifies the user.
Action
Track EventTracks a custom event.
Action
Track Page ViewSends a "page" message to Dreamdata's batch ingestion endpoint to record a page view. Fields: userId or anonymousId (required, one of), category (optional), name (optional), properties (optional dict โ url, title, referrer, etc.), context, timestamp. Distinct from the existing Track Event op โ "page" is its own message type alongside identify/track/group/alias per Dreamdata's tracking API spec.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from ServiceM8
ServiceM8 to SmartsheetSmartsheet is a work execution platform for managing sheets, rows, and columns.
ServiceM8 to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ServiceM8 to StripeStripe is a payment processing platform for online businesses.
ServiceM8 to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ServiceM8 to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
ServiceM8 to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Dreamdata
OpenAI to DreamdataOpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...
Attio to DreamdataAttio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
HubSpot to DreamdataHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to DreamdataSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to DreamdataSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to DreamdataGoogle Sheets
Questions
ServiceM8 and Dreamdata, answered
What can start an automation from ServiceM8?
Any of ServiceM8's 2 triggers in the catalog, including New Job and Job Queued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Dreamdata when something happens in ServiceM8?
Any of Dreamdata's 5 actions, including Group User, Identify User, Track and Identify and Track Event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Dreamdata to ServiceM8?
Dreamdata has no triggers in the catalog today, so automations start in ServiceM8. If you need the other direction, ask: your agent reads Dreamdata's API documentation and adds it.
Do I have to build a connector for ServiceM8 or Dreamdata?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use ServiceM8 and Dreamdata without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.