Connect ServiceM8 to Selectpdf

Both apps 28ServiceM8 25Selectpdf 3

• 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
  Convert HTML to PDF

  Converts an HTML string into a PDF document and returns the PDF file, with options for page size, margins, headers, footers, page numbers, document info and security.

• Action
  Extract text from PDF

  Extracts the text (plain text or HTML) from a PDF document given by URL or as an uploaded file. Works on PDFs with selectable text; it does not OCR scanned images.

• Action
  Merge PDFs

  Combines several PDF files, given by their URLs, into one PDF in the order listed, with optional source passwords, output password protection, document information and viewer preferences. Returns the merged PDF file.

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