--- title: "Connect ServiceM8 to Trainual - APIANT.ai" description: "When \"New Job\" fires in ServiceM8, your agent runs \"Send Webhook Test Event\" in Trainual." canonical: "https://apiant.ai/connect/servicem8-to-trainual" --- # Connect ServiceM8 to Trainual When **New Job** fires in [ServiceM8](https://apiant.ai/connections/servicem8), your agent runs **Send Webhook Test Event** in [Trainual](https://apiant.ai/connections/trainual). Describe the whole flow and it is built, tested on every scenario and kept running. ServiceM8 **2** triggers ServiceM8 **23** actions Trainual **20** 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 Trainual 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 Trainual - When **New Job** in ServiceM8 then **Send Webhook Test Event** in Trainual - When **Job Queued** in ServiceM8 then **Update user** in Trainual 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 Trainual ## Triggers and actions 2 triggers · 43 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 group** Creates a new group (role, team, department or location) in Trainual, optionally with its members, managers and assigned subjects. - Action **Archive User** Archives (deactivates) a Trainual user so they can no longer access the account. - Action **Assign Roles** Assigns a user to a role in Trainual, keeping the role's existing members. - Action **Assign Subjects** Assigns a Trainual subject to a user, optionally with a due date and completion requirement. - Action **Find content** Searches published Trainual content (subjects, documents, pages, tests, flowcharts, videos, files, checklists and courses) by keyword and returns the best matches. - Action **Get subject** Returns a single Trainual subject by its id, optionally with its owner and content items. - Action **Get user** Returns a single non-archived Trainual user, optionally with the groups they belong to. - Action **Invite New User** Creates a user in your Trainual account and sends (or schedules) their invitation. - Action **List assignments** Returns the training assignments in your Trainual account, optionally limited to one user or one piece of content. - Action **List completions** Returns training completion records in the Trainual account, optionally filtered by user, content, or completion status. - Action **List groups** Returns the groups (roles, teams, departments, locations) in your Trainual account, optionally filtered by kind or by a user's membership. - Action **List responsibilities** Returns the responsibilities in your Trainual account, optionally limited to those assigned to a user or group. - Action **List subjects** Returns the subjects in your Trainual account, optionally with their owners and content items. - Action **List users** Returns the non-archived users in your Trainual account. - Action **Send Webhook Test Event** Asks Trainual to send a test event to a webhook subscription. - Action **Unarchive User** Restores an archived Trainual user to the account and returns the updated user. Other profile details can be changed in the same step. - Action **Unassign Roles** Removes a user from a Trainual role, keeping the role's other members. - Action **Unassigns Subjects** Removes a subject assignment, unassigning that subject from the user it was assigned to. - Action **Update group** Updates a Trainual group's name, description and kind, and optionally replaces its members, managers and assigned subjects. - Action **Update user** Updates an existing Trainual user's profile details, permission and manager, and can archive or restore the user. Returns the updated user. ## 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) - [ **Trainual** Trainual is a simple tool for building the how-to guide for your business.](https://apiant.ai/connections/trainual) 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 Trainual - [ **HubSpot to Trainual** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-trainual) - [ **Salesforce to Trainual** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-trainual) - [ **Slack to Trainual** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-trainual) - [ **Google Sheets to Trainual** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-trainual) - [ **Gmail to Trainual** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-trainual) - [ **Google Calendar to Trainual** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-trainual) Questions ## ServiceM8 and Trainual, 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 Trainual when something happens in ServiceM8? Any of Trainual's 20 actions, including Send Webhook Test Event, Update group, Update user and Add group. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Trainual to ServiceM8? Trainual has no triggers in the catalog today, so automations start in ServiceM8. If you need the other direction, ask: your agent reads Trainual's API documentation and adds it. ### ### Do I have to build a connector for ServiceM8 or Trainual? 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 Trainual 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.