Servicem8 in the conversation.
ServiceM8 helps field service businesses schedule jobs, send quotes, and manage invoices, offering staff mobile apps and real-time job status tracking. Connect it once and your copilot works in it directly without leaving the thread — and your workflows can act on it while the customer is still typing.
No credit card required · 7-day free trial
Ask for it in plain language. It does the Servicem8 part.
Copilot rides inside the inbox. With Servicem8 connected it works there from the same panel as the conversation — no second tab, no copying an order number across.
- Retrieve Job
- List All Jobs
- Retrieve Form
- List All Forms
- List All Tasks
- Delete Job Note
What a specific connection exposes is decided by Servicem8, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.
Read Servicem8 from inside a workflow.
Servicem8 is a place a workflow looks things up rather than one that starts it. Trigger on a conversation, a schedule or another app's event, then use an AI Agent step to work in Servicem8 and hand the answer to the steps that follow — a message, a CRM update, an escalation.
If Servicem8 does publish events to your workspace, they appear in the trigger picker the moment the connection is made.
One step that decides which Servicem8 tools to call.
A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.
You declare the output
The rows you name become the variables downstream steps read, so a branch can test what Servicem8 said.
You cap the effort
A step budget and a model tier per node — the loop stops where you told it to.
Only what you switched on
The loop can call the Servicem8 tools you left enabled and nothing else.
Connect Servicem8 in about a minute.
- 1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
- 2
Find Servicem8 in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Servicem8 from its card.
- 3
Authorize with your own Servicem8 account
You sign in on Servicem8's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
- 4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.
Servicem8 questions.
How do I connect Servicem8 to Cloodot?
What can Cloodot do in Servicem8?
Can I limit which Servicem8 tools Cloodot may use?
Can a workflow use Servicem8 without a trigger from it?
Who in my team can connect Servicem8?
Rarely just one app.
Google CalendarThe calendar most teams run on, and the source of truth for who is free when.
CalendlyA booking layer that lets other people take time on your calendar without the email thread.
Cal.comOpen-source scheduling — the self-hostable alternative when booking has to sit inside your own stack.
ZoomVideo meetings, and often the recording and transcript that follow them.
Google MeetGoogle’s video calls, attached to the calendar teams already run on.ApaleoApaleo is a cloud-based property management platform handling reservations, billing, and daily operations for hospitality businesses.Try the whole thing, today.
Start free. Connect a channel, train an agent on your own content, and you'll have a working deployment in your inbox the same afternoon.