Connect ServiceM8 to TutorBird

Both apps 45ServiceM8 25TutorBird 20

• 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 event

  Creates a calendar event (lesson) in TutorBird for a teacher and optional students, optionally repeating.

• Action
  Add parent

  Creates a parent contact in TutorBird, optionally attached to an existing family, and returns the new parent's ID.

• Action
  Add Payment

  Records a payment on a family's account in TutorBird.

• Action
  Add Student

  Creates a new student in TutorBird, optionally adding them to an existing family, and returns the new student's id.

• Action
  Add transaction

  Adds a payment, charge, discount or refund to a family's account in TutorBird.

• Action
  Delete event

  Deletes a calendar event in TutorBird, optionally including its future or all recurrences, and can notify the people attending.

• Action
  Delete student

  Deletes a student from TutorBird.

• Action
  Find All Parents

  Returns the parents that match a name search, email address, parent IDs or family IDs.

• Action
  Find Attendance Records

  Finds attendance records matching criteria such as date range, students, teachers, events or attendance status.

• Action
  Find Event

  Finds calendar events in TutorBird matching dates, times, teachers, students, categories, locations or attendance statuses.

• Action
  Find Parent

  Finds parents matching a name, email address, parent IDs or family IDs.

• Action
  Find Student

  Finds students in TutorBird matching a name, email, free-text search, status, teacher, family or tag.

• Action
  Find teachers

  Finds teachers in TutorBird matching a name or text search, ids, tags, and active/teacher/administrator status.

• Action
  Get family

  Returns a single family, including its name, balance, auto-invoice status and optionally its parents and students.

• Action
  Get student

  Returns the details of a single student by ID, including contact information, status and family.

• Action
  Get Transaction

  Returns a single TutorBird transaction (charge, payment, discount or refund) with its amounts, taxes, family and student details.

• Action
  Update attendance

  Updates a student's attendance record in TutorBird: status, teacher/parent/student notes, and price override.

• Action
  Update event

  Updates an existing calendar event (lesson) in TutorBird — its time, teacher, students, location, category, pricing and repeat settings.

• Action
  Update parent

  Updates an existing parent's name, contact details, phone numbers and reminder preferences in TutorBird.

• Action
  Update Student

  Updates an existing student's details in TutorBird, such as name, contact information, status and tags.

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