Integrate with Kickserv's field service management through our API, enabling automation of scheduling, job tracking, invoicing, and customer management. Enhance efficiency by accessing real-time job and customer data, managing payments, and optimizing workflows. Seamlessly connect with existing systems for streamlined operations.
Make.comAvailable Module Types
- All Modules (8)
- Action
- Universal
- Search
Kickserv API Integration for Make.com
Create custom Kickserv automation workflows by using triggers, actions, and search modules listed below.
Action
Create a Customer
Creates a new customer.
Action
Create a Customer Note
Creates a new note to an existing customer.
Action
Delete a Customer
Deletes a customer by its id.
Action
Get a Customer
Retrieves a single customer by customer number.
Universal
Make an API Call
Performs an arbitrary authorized API call.
Search
Search Customers
Searches for customers by specified criteria.
Search
Search Jobs
Searches for jobs by specified criteria.
Action
Update a Customer
Updates an existing customer by its id.
Kickserv Automation Use Cases
Explore potential use cases for automations using Kickserv API and utilize our integration modules crafted specifically for such workflows.
2 modules
New Customer Onboarding Workflow
Automatically create a new customer profile and add initial notes upon acquisition of a new lead from a sales platform.
Create a Customer
Create a Customer Note
2 modules
Customer Data Cleanup
Schedule a regular clean-up operation that searches for outdated customer data and removes those entries.
Delete a Customer
Search Customers
2 modules
Automated Customer Profile Update
Automatically update a customer's profile with new information received from an external system or form.
Get a Customer
Update a Customer
2 modules
Daily Job Review
Send a daily summary report of new jobs to the management team by searching for all jobs created in the last 24 hours.
Search Jobs
Make an API Call
2 modules
Customer Feedback Collection
Automatically attach notes to customer profiles based on feedback received from an integrated customer feedback system.
Get a Customer
Create a Customer Note
2 modules
Real-time Customer Insights
Fetch real-time data for a specific customer upon request to provide up-to-date customer insights for the sales team.
Get a Customer
Make an API Call
2 modules
Job Search and Update
Conduct a search for jobs matching specific criteria and update them based on project requirements.
Search Jobs
Make an API Call
2 modules
Customer Archiving Process
Automatically archive customers who have had no activity for over a year to keep the database current.
Delete a Customer
Search Customers
2 modules
Customer Contact Synchronization
Sync customer contact information with another CRM to ensure consistency across platforms.
Search Customers
Update a Customer
Supported Platforms
- Make.com
How to start with Kickserv on Make.com?
Follow our step-by step guides on setting this API integration on Make.com no-code platform.
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