Planview AgilePlace + ServiceM8 Integration

Connect Planview AgilePlace to ServiceM8 in 1 click

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1.
  • Planview AgilePlace
    Card is created or updated on board in Planview AgilePlace
  • Planview AgilePlace
    Card is created or updated in lanes in Planview AgilePlace
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • Planview AgilePlace
    Create a card in Planview AgilePlace
  • Planview AgilePlace
    Update a card in Planview AgilePlace
  • Planview AgilePlace
    Get card by id in Planview AgilePlace
  • Planview AgilePlace
    Move a card to specified lane in Planview AgilePlace
  • Planview AgilePlace
    Move a card to another board in Planview AgilePlace
  • Planview AgilePlace
    Unblock a card in Planview AgilePlace
  • Planview AgilePlace
    Create card type for board in Planview AgilePlace
  • Planview AgilePlace
    Create a task in Planview AgilePlace
  • Planview AgilePlace
    Start a task in Planview AgilePlace
  • Planview AgilePlace
    Complete task in Planview AgilePlace
  • Planview AgilePlace
    Create a comment in Planview AgilePlace
  • Planview AgilePlace
    Update a comment in Planview AgilePlace
  • Planview AgilePlace
    Delete a comment in Planview AgilePlace
  • Planview AgilePlace
    Assign user to card in Planview AgilePlace
  • Planview AgilePlace
    Unassign user from card in Planview AgilePlace
  • Planview AgilePlace
    Add tag to card in Planview AgilePlace
  • Planview AgilePlace
    Delete a tag on a board in Planview AgilePlace
  • Planview AgilePlace
    Create parent and child connections in Planview AgilePlace
  • Planview AgilePlace
    Remove parent and child connections in Planview AgilePlace
  • Planview AgilePlace
    Search card in Planview AgilePlace
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?
Automations

Top 10 Most Popular Planview AgilePlace Automations from
Integrately Community

Just click on the workflow you want to automate

Emelia logo
Planview AgilePlace logo
Create Planview AgilePlace card for new Emelia message
Emelia logo
Planview AgilePlace logo
Create Planview AgilePlace task for new Emelia message
Boomerangme logo
Planview AgilePlace logo
Create Planview AgilePlace card for new Boomerangme customer
BirdSend logo
Planview AgilePlace logo
Create Planview AgilePlace card for new BirdSend contact
Planview AgilePlace logo
Bumpups logo
Send Bumpups message for new Planview AgilePlace card
Emelia logo
Planview AgilePlace logo
Create Planview AgilePlace card for new Emelia message
Emelia logo
Planview AgilePlace logo
Create Planview AgilePlace task for new Emelia message
Boomerangme logo
Planview AgilePlace logo
Create Planview AgilePlace card for new Boomerangme customer
BirdSend logo
Planview AgilePlace logo
Create Planview AgilePlace card for new BirdSend contact
Planview AgilePlace logo
Bumpups logo
Send Bumpups message for new Planview AgilePlace card
ActiveCampaign logo
Planview AgilePlace logo
Create Planview AgilePlace task for new ActiveCampaign contact
ActiveCampaign logo
Planview AgilePlace logo
Create Planview AgilePlace task for new ActiveCampaign deal
ActiveCampaign logo
Planview AgilePlace logo
Create Planview AgilePlace card for new ActiveCampaign contact
Carrd logo
Planview AgilePlace logo
Create Planview AgilePlace task for new Carrd form submission
Carrd logo
Planview AgilePlace logo
Create Planview AgilePlace card for new Carrd form submission
ActiveCampaign logo
Planview AgilePlace logo
Create Planview AgilePlace task for new ActiveCampaign contact
ActiveCampaign logo
Planview AgilePlace logo
Create Planview AgilePlace task for new ActiveCampaign deal
ActiveCampaign logo
Planview AgilePlace logo
Create Planview AgilePlace card for new ActiveCampaign contact
Carrd logo
Planview AgilePlace logo
Create Planview AgilePlace task for new Carrd form submission
Carrd logo
Planview AgilePlace logo
Create Planview AgilePlace card for new Carrd form submission

Top 10 Most Popular ServiceM8 Automations from
Integrately Community

Most popularmost-popular-automations
01
Forminit.com (Getform.io) logo
ServiceM8 logo
Create ServiceM8 contact for new Forminit.com (Getform.io) response
02
Forminit.com (Getform.io) logo
ServiceM8 logo
Create ServiceM8 task for new Forminit.com (Getform.io) response
03
GetSales.io logo
ServiceM8 logo
Create ServiceM8 contact for new GetSales.io contact
04
GetSales.io logo
ServiceM8 logo
Create ServiceM8 task for new GetSales.io contact
05
ServiceM8 logo
GetSales.io logo
Create GetSales.io contact for new ServiceM8 form
cloud
ServiceM8
app integration
06
ServiceM8 logo
GetSales.io logo
Create GetSales.io contact for new ServiceM8 contact
07
Zenler logo
ServiceM8 logo
Create ServiceM8 task for new Zenler course
08
ServiceM8 logo
Zenler logo
Create Zenler user for new ServiceM8 form
09
ServiceM8 logo
Zenler logo
Create Zenler user for new ServiceM8 contact
10
Wix logo
ServiceM8 logo
Create ServiceM8 contact for new Wix contact
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How Integrately Works?

1
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2
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Want to automate something else in your workflow?

You Can Also Connect Planview AgilePlace or ServiceM8 With 1500+ Other Apps

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Planview AgilePlace enables enterprise teams to visually track and manage work using Kanban boards, Lean metrics, cross-team roadmaps, and real-time analytics—designed to scale Agile delivery from strategy to execution.
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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.
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