How Create Job In ServiceM8 Using LANA Software

Objective

This SOP outlines the steps to create a workflow and job in ServiceM8 using the Lana platform, ensuring proper synchronization between the two systems.

Key Steps

Step 1: Access Automation in Lana 0:00

• Navigate to your Lana account.

• Click on the 'Automation' section.

Step 2: Create a New Workflow 0:06

• Select 'Create Workflow'.

• Choose 'Start from Scratch' to open the new workflow builder.

Step 3: Add a Trigger for Pipeline Stage Change 0:24

• Click 'Add New Trigger'.

• Type 'Pipeline Stage Changed' and select it.

Step 4: Add Filters for Pipeline Selection 0:35

• Click 'Add Filter'.

• Select the desired pipeline (e.g., 'Lana Plus ServiceM8 Pipeline').

Step 5: Create Job in ServiceM8 0:48

• Set the action to 'Create Job in ServiceM8'.

• Save this trigger.

Step 6: Add a Second Trigger for Webhook 1:13

• Click the plus sign to add another trigger.

• Search for 'Webhook' and select it.

Step 7: Input Webhook URL 1:30

• Enter the webhook URL provided by the Lana software team.

Step 8: Add Custom Data for Job Category 1:49

• In 'Custom Data', add 'Job Category'.

• Navigate to 'Opportunities' > 'Custom Fields' > 'Categories' to find 'Opportunity.sm8 Categories'.

Step 9: Add Purchase Order Number 1:58

• Add 'Pure Number' as a custom value.

• Find the purchase order number in 'Opportunities' > 'Custom Fields' > 'Pure Number'.

Step 10: Add Job Queue 2:11

• Add 'Job Queue' as a custom value.

• Navigate to 'Opportunities' > 'Custom Fields' > 'Badges' to find 'Job Cues'.

Step 11: Add Job Description 2:30

• Add 'Job Description' as a custom value.

• Go to 'Opportunities' > 'Custom Fields' > 'Job Description'.

Step 12: Confirm Tag Matching 2:50

• Ensure that tags match those in ServiceM8 (e.g., VIP, Warranty Issue).

Step 13: Synchronize Data with Tech Support 3:16

• Confirm with tech support that your Lana and ServiceM8 accounts are connected.

• Go to 'Custom Form Field Mapping' to synchronize data.

Step 14: Final Synchronization Steps 3:47

• Ensure all job categories and queues sync with Lana.

• Confirm that the opportunities pipeline in Lana matches ServiceM8.

Step 15: Test Workflow Functionality 4:00

• Test the workflow by moving a job through different stages in ServiceM8 to ensure data syncs correctly.

Step 16: Contact Tech Support if Needed 5:14

• If you encounter issues, contact the tech support team for assistance.

Cautionary Notes

• Ensure that all tags and custom fields are correctly set up to avoid synchronization issues.

• Double-check the webhook URL for accuracy before saving.

Tips for Efficiency

• Familiarize yourself with the Lana and ServiceM8 interfaces to streamline the process.

• Keep a checklist of required custom fields and tags to ensure nothing is missed during setup.

Link to Loom

https://www.loom.com/share/da5d107b00514206ae7777f821dfa0ea