Connect ServiceM8 and SQL Server

Both apps 36ServiceM8 25SQL Server 11

• 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.

• Trigger
  New or Updated Row

  Triggers when a new row is added or modified.

• Trigger
  New or Updated Row (Custom Query)

  Fires for each new or changed row returned by a SELECT statement you write against the connected SQL Server database.

• Trigger
  New Row

  Triggers when you add a new row.

• Trigger
  New Table

  Fires when a new table appears in the connected SQL Server database.

• Action
  Add Row

  Add one row to a table on the connected SQL Server database.

• Action
  Delete Row

  Delete the rows in a table whose chosen column equals a value.

• Action
  Find Row

  Find the first row in a table whose chosen column matches a value.

• Action
  Find Rows via Custom Query

  Runs a SELECT statement you write against the connected SQL Server database and returns every row it matches.

• Action
  Find Row via Custom Query

  Runs a SELECT statement you write against the connected SQL Server database and returns the first row it matches.

• Action
  Run Custom Statement

  Runs a statement you write against the connected SQL Server database that changes data rather than returning rows, and reports how many rows it changed.

• Action
  Update Row

  Change column values on every row of a table whose chosen column matches a value.

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