Raynet CRM + ServiceM8 Integration

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Create Your Own Raynet CRM & ServiceM8 Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

Person is created in Raynet CRM
Triggers the automation whenever a new person is created
Instant
Person is updated in Raynet CRM
Triggers the automation whenever a person's profile is updated
Instant
Company is created in Raynet CRM
Triggers the automation whenever a new company is created
Instant
Company is updated in Raynet CRM
Triggers the automation whenever a company is updated
Instant
BusinessCase is created in Raynet CRM
Triggers the automation whenever a new BusinessCase is created
Instant
BusinessCase is updated in Raynet CRM
Triggers the automation whenever a BusinessCase is updated
Instant
Product is created in Raynet CRM
Triggers the automation whenever a new product is created
Instant
Product is updated in Raynet CRM
Triggers the automation whenever a product is updated
Instant
Project is created in Raynet CRM
Triggers the automation whenever a new project is created
Instant
Project is updated in Raynet CRM
Triggers the automation whenever a project is updated
Instant
Lead is created in Raynet CRM
Triggers the automation whenever a new lead is created
Instant
Lead is updated in Raynet CRM
Triggers the automation whenever the lead information is updated
Instant
Order is created in Raynet CRM
Triggers the automation whenever a new order is created
Instant
Order is updated in Raynet CRM
Triggers the automation whenever any order is updated
Instant
New job is created in ServiceM8
Triggers the automation whenever a new job is created
Instant
Job is completed in ServiceM8
Triggers the automation whenever a job is marked as completed
Instant
New job is queued in ServiceM8
Triggers the automation whenever a job gets queued
Instant
New client is added in ServiceM8
Triggers the automation whenever a new client is added
Instant
Form is completed in ServiceM8
Triggers the automation whenever a form is submitted
Instant

Create BusinessCase in Raynet CRM
Automatically creates a new business case
Create project in Raynet CRM
Automatically creates a new project
Search project in Raynet CRM
Automatically searches for a project
Create person in Raynet CRM
Automatically generates a new person
Search person in Raynet CRM
Automatically retrieves information about a person
Update person in Raynet CRM
Automatically updates the information of a person
Create company in Raynet CRM
Automatically generates a new company profile with given details
Search company in Raynet CRM
Automatically find information about a company
Update Company in Raynet CRM
Automatically updates company information
Create product in Raynet CRM
Automatically generates and launch new products
Search product in Raynet CRM
Automatically searches for a product
Create lead in Raynet CRM
Automatically generates new leads for potential customers
Search lead in Raynet CRM
Automatically retrieves information for a particular lead
Update Lead in Raynet CRM
Automatically updates the lead information
Create a job in ServiceM8
Automatically creates a new job
Create a client in ServiceM8
Automatically creates a new client record

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Integrate Raynet CRM & ServiceM8 In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Raynet CRM or ServiceM8 With 1200+ Other Apps

RaynetCRM is a CRM software designed to help businesses effectively manage customer interactions and relationships. It offers contact management, sales pipeline tracking, task management, email marketing, and reporting.

See Raynet CRM Integrations

ServiceM8 helps connect, manage and track all elements of your service business: staff, clients, customers, jobs and more. It makes it easy to be compliant, efficient & profitable.

See ServiceM8 Integrations