ServiceMonster by Maxmel Tech

servicemonster is a crm and field service management platform for cleaning businesses, offering scheduling, invoicing, and customer management integrating with make com enables automated job scheduling, invoice creation, and customer follow ups directly from servicemonster data 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 https //servicemonster net/ 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 postman account and a valid api key, https //servicemonster net/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/servicemonster community/ 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 basic authentication basic authentication instructions you need to retrieve your username and password for api access login to your postman account navigate to the servicemonster public workspace locate the servicemonster api v1 collection review the collection documentation or variables to identify the required credentials, typically labeled as username and password retrieve your servicemonster api username and password from your servicemonster account settings or api access section 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}} https //www make com/en/register , 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 account 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 docid\ so88fm6pkt0g adkddfzz 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 initiate and track a specific task or project automatically create a note creates a new note in the selected service, allowing you to easily add and save information where you need it create a site creates a brand new site on the chosen platform or service, setting up the initial structure so you can start building your online presence create a task adds a brand new task to the project or task list you choose, helping you organize and track 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 creates a new order in the system using the details you provide, such as customer information, products, and quantities delete a job permanently removes a selected 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 that the site and its associated data are deleted delete a task removes a specific task from your list based on the details you provide delete an employee permanently removes a selected employee's record from the system, ensuring that all their associated information 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 from the service, allowing you to view detailed information about each employee in your account 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 a complete list of all your notes, allowing you to view every note stored in your account get orders fetches and returns a complete list of all orders from your account, allowing you to view every order that has been placed get tasks fetches a complete list of all tasks from your account, allowing you to view and manage every task in one place get a job fetches detailed information about a specific job from the system, allowing you to view all its associated data and status 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, giving you insights into its status and related details get an employee fetches detailed information about a specific employee using the id you provide get an order fetches detailed information about a specific order list sites fetches and lists all available sites from your account, giving you an overview of every site you have access to make an api call allows you to make a custom api request to the connected service using your own parameters and settings update a job updates the information for an existing job, allowing you to modify details such as the job title, description, status, or other relevant fields update a site updates the details of a selected site with new or changed information, ensuring your site data stays current update a task updates an existing task by adding or modifying details such as its title, description, due date, or other relevant information you provide update an employee allows you to update an employee’s information—such as their name, contact details, or job role—directly within the system update an order allows you to update an existing order with new information, such as changes to items, quantities, or customer details watch employees triggers whenever a new employee record is created, allowing you to automatically start workflows or processes for onboarding new team members watch events the "watch events" module actively monitors your selected app for new events as they happen and automatically triggers actions in your scenario whenever a new event is detected this helps you stay updated and respond instantly to changes or activities within your app watch jobs triggers whenever a new job is created or when an existing job is updated, helping you stay informed about the latest job postings and changes watch notes triggers whenever a new note is added to your account, allowing you to automatically take action whenever a fresh note is created watch orders triggers whenever a brand new order is placed, allowing you to automatically start workflows as soon as a customer completes a purchase watch sites triggers whenever a new website is identified, allowing you to take action automatically whenever a new site appears watch tasks this module activates whenever a new task is added or when changes are made to an existing task, allowing you to stay updated on all task activities templates you can look for more templates in https //www make com/en/templates , 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 https //servicemonster net/ https //help servicemonster net/help articles https //developer servicemonster net/ https //www make com/en/integrations/servicemonster community