--- title: "Connect ServiceM8 to Formaloo - APIANT.ai" description: "When \"New Job\" fires in ServiceM8, your agent runs \"Update row\" in Formaloo. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/servicem8-to-formaloo" --- # Connect ServiceM8 to Formaloo When **New Job** fires in [ServiceM8](https://apiant.ai/connections/servicem8), your agent runs **Update row** in [Formaloo](https://apiant.ai/connections/formaloo). Describe the whole flow and it is built, tested on every scenario and kept running. ServiceM8 **2** triggers ServiceM8 **23** actions Formaloo **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ServiceM8 and Formaloo to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What ServiceM8 can start in Formaloo - When **New Job** in ServiceM8 then **Update row** in Formaloo - When **Job Queued** in ServiceM8 then **Get row** in Formaloo 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 Formaloo ## Triggers and actions 2 triggers · 32 actions - 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. - Action **Add field** Adds a new field (question) of the chosen type to an existing Formaloo form and returns the created field. - Action **Add form** Creates a new form in your Formaloo workspace. - Action **Delete field** Deletes a field from a Formaloo form. Logic or integrations that use the field may be affected. - Action **Delete row** Deletes a submitted row (form response) from a Formaloo form. - Action **Get row** Returns one submitted form row (response) by its slug, including its field values. - Action **List forms** Returns the forms created by or shared with you in the workspace, optionally filtered by board, folder, tag, field type or a search term. - Action **List rows** Returns the submitted rows (responses) of a Formaloo form, with optional search, status, tag and date filters. - Action **Update field** Updates an existing field on a Formaloo form, such as its title, help text, position, required flag or default value. - Action **Update row** Updates the status, tags, position or submission details of an existing Formaloo form row (submission). ## Each app on its own - [ **ServiceM8** ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad.](https://apiant.ai/connections/servicem8) - [ **Formaloo** Formaloo is a Customer Analytics & Customer Data Platform that translates your data into clear actions.](https://apiant.ai/connections/formaloo) Reviews ## What our customers say ## More from ServiceM8 - [ **ServiceM8 to Smartsheet** Smartsheet is a work execution platform for managing sheets, rows, and columns.](https://apiant.ai/connect/servicem8-to-smartsheet) - [ **ServiceM8 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/servicem8-to-slack) - [ **ServiceM8 to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/servicem8-to-stripe) - [ **ServiceM8 to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/servicem8-to-shopify) - [ **ServiceM8 to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/servicem8-to-trello) - [ **ServiceM8 to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/servicem8-to-zoom) ## More into Formaloo - [ **HubSpot to Formaloo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-formaloo) - [ **Salesforce to Formaloo** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-formaloo) - [ **Slack to Formaloo** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-formaloo) - [ **Google Sheets to Formaloo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-formaloo) - [ **Gmail to Formaloo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-formaloo) - [ **Google Calendar to Formaloo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-formaloo) Questions ## ServiceM8 and Formaloo, 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 Formaloo when something happens in ServiceM8? Any of Formaloo's 9 actions, including Update field, Update row, Add field and Add form. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Formaloo to ServiceM8? Formaloo has no triggers in the catalog today, so automations start in ServiceM8. If you need the other direction, ask: your agent reads Formaloo's API documentation and adds it. ### ### Do I have to build a connector for ServiceM8 or Formaloo? 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 Formaloo 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.