ServiceMonster by Maxmel Tech

servicemonster is a business management platform for service based industries, offering tools for scheduling, invoicing, marketing, and customer management integrating with make com enables workflow automation, connecting servicemonster with other apps to streamline operations and boost productivity this is ai generated content based on official servicemonster documentation the content may still contain errors—please verify important information if you have questions, contact servicemonster directly how to get support on servicemonster servicemonster is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=servicemonster\&app slug=servicemonster community\&app unique id=service monster kubeqs requirements to use the servicemonster app in make, you must have an active servicemonster account and a makecom subscription, create your account on servicemonster app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect servicemonster and {{product name}} to get started, you must first create a connection between servicemonster and {{product name}} , allowing the two services to communicate you can connect using the following method api keys api keys instructions you need to retrieve your company id, user name, and password to access the platform login to your platform using your credentials locate your company id, user name, and password as these are required for authentication some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=servicemonster\&app slug=servicemonster community\&app unique id=service monster kubeqs create the connection in {{product name}} log in in your make account , add the servicemonster module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your servicemonster or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page servicemonster modules after connecting to the servicemonster app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a job creates a new job entry in the selected system, allowing you to add and manage job details directly from make com create a note creates a new note in the service you choose, allowing you to easily add and save important information where you need it create a site creates a brand new site on the chosen platform or service, allowing you to quickly set up and launch your online presence create a task creates a brand new task within the project or task list you choose, helping you organize and manage your work more efficiently create an employee creates a new employee record in the system, allowing you to add all relevant details for a new team member create an order adds a new order to the system using the details you provide, such as customer information, products, and quantities delete a job permanently removes a specific job from the system, ensuring it is no longer available or accessible delete a site permanently removes a selected site from the specified service, ensuring it is no longer accessible or available delete a task removes a task from your system based on the details you provide, helping you keep your task list organized and up to date delete an employee permanently removes a selected employee’s record from the system, ensuring all their associated data is deleted delete an order permanently removes a selected order from the chosen service, ensuring it is no longer available in your records get employees fetches a complete list of all employees stored in the service, allowing you to view detailed information about each employee get jobs fetches a complete list of all jobs, allowing you to view every job currently available in your system get notes fetches and displays all the notes stored in your account, allowing you to view every note you’ve created get orders retrieves a complete list of all orders from your account, allowing you to view and manage every order in one place get tasks fetches a complete list of all tasks from your account, allowing you to view and manage every task currently available get a job fetches detailed information about a specific job from the system get a note fetches a specific note from the service, allowing you to access its details and content get a site fetches detailed information about a particular site, such as its settings and properties get a task fetches detailed information about a particular task, such as its status, description, and other related details get an employee finds and returns detailed information about a specific employee using the id you provide get an order retrieves detailed information about a specific order list sites fetches a complete list of all available sites, allowing you to view and manage every site within your account make an api call allows you to make a custom api request to the service using your authorized account, giving you flexibility to access endpoints or features not covered by the standard modules update a job updates the information for a specific job, allowing you to modify details such as the job title, description, status, or other related fields update a site updates the details of a selected site with new or changed information, ensuring your site’s data stays current update a task updates an existing task by applying the new details or changes you specify update an employee allows you to update an employee’s information—such as their contact details, job title, or department—directly within the system update an order allows you to modify an existing order by updating its information with the details you provide, such as changing the order status, updating customer information, or adjusting item quantities watch employees triggers when a new employee record is created, allowing you to automatically start workflows or actions whenever someone joins your organization watch events the "watch events" module keeps an eye out for new events in your chosen app and automatically triggers actions in your scenario whenever something happens this helps you stay updated and respond instantly to important changes or activities watch jobs triggers whenever a new job is added or when an existing job is updated, allowing you to stay informed about the latest job postings and changes watch notes triggers whenever a brand new note is added, allowing you to automatically kick off workflows or actions whenever someone creates a note watch orders triggers whenever a brand new order is placed in your store, allowing you to automatically start workflows as soon as an order is received watch sites triggers whenever a new website is identified, allowing you to automatically take action whenever a new site appears watch tasks this module activates whenever a brand new task is added or when any details of an existing task are changed, helping you stay updated on all task activity templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} servicemonster resources you can have access to more resources related to this app on the following links servicemonster website servicemonster documentation servicemonster api documentation servicemonster page on make