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Airtable
BeLazy
ServiceM8

Airtable and BeLazy and ServiceM8 integrations

Connecting Airtable and BeLazy and ServiceM8 on Make
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Categories
Databases
Invoicing & Accounting
Service & Resource Management
Spreadsheets

Build your Airtable and BeLazy and ServiceM8 integrations.

Create custom Airtable and BeLazy and ServiceM8 workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

BeLazy
Accept An Opportunity

Accepts an opportunity, which creates a project in BeLazy and begins transferring it to your BMS. Please note, that acceptance is an instantaneous process, however, project creation and transferring it to the BMS is an asynchronous process. This operation is applicable when you want to control what opportunities to accept or dismiss.

Action
BeLazy
Acknowledges Project

Acknowledges the successful processing of a project received from BeLazy. Projects not acknowledged will remain in the active project list.

Action
BeLazy
Add File To Workspace

Adds a file to a workspace. The file must already be uploaded; with this operation the file is added to the the workspace and its properties are set. If a file is already added to the workspace the properties of the file are set.

Action
BeLazy
Add/Update Deliverable

Adds a new deliverable file to a project or updates the properties of an existing deliverable file. Adding the deliverable registers the deliverable file (but does not start the delivery process). This operation is applicable when your system is acting as a BMS and wants to deliver projects into BeLazy.

Action
BeLazy
Clear Vendor Of Project

Clears the vendor assigned to the project's pricing item in the BMS. As a result, BeLazy will try to remove this assignments in the origin system. This operation is applicable when using a REST Api BMS and project creation in the BMS has been acknowledged.

Action
BeLazy
Create Opportunity From Workspace

Creates an opportunity from the specified files of a workspace. The workspace is the holder (staging area) of the content (files). When all content is present in a workspace, create an opportunity with this operation.

Action
BeLazy
Create Workspace

Creates a new workspace.

Action
ServiceM8
Create a Client

Creates a new client.

Action
ServiceM8
Create a Job

Creates a new job.

Action

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