ServiceM8 BrightHR

Assign new sales leads when employees are hired

When a new employee is hired in BrightHR, automatically create or update contact assignments in ServiceM8 to distribute lead ownership smoothly.

Try:

See all ServiceM8 + BrightHR integrations or talk to a human

Trusted by teams already building on Knit·4.9 out of 5 stars4.9/5 on G2·GoogleGoogle for Startups Accelerator
prismforceHackerearthIsotopes AIInfojobsPayoneerOutsolveSkuadPayworksItiliteOnsurityRazorpayXMultiplierPeoplestrongScrutCeipal

How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

ServiceM8 Explore ServiceM8 →

Triggers
New lead created

Fires when a new lead or contact is created in ServiceM8.

Deal stage changed

Fires when a deal moves to a new stage in ServiceM8.

Deal won

Fires when a deal is marked won in ServiceM8.

Contact updated

Fires when a field on a contact changes in ServiceM8.

Actions
Create or update contact

Creates or updates a contact in ServiceM8.

Create deal

Creates a new deal in ServiceM8.

Update deal stage

Moves a deal to a new stage in ServiceM8.

Log activity

Logs a call, email, or note against a record in ServiceM8.

BrightHR Explore BrightHR →

Triggers
New employee hired

Fires when a new employee is added in BrightHR.

Employee profile updated

Fires when a field on an employee's profile changes in BrightHR.

Employee terminated

Fires when an employee is offboarded in BrightHR.

Time-off request submitted

Fires when an employee requests time off in BrightHR.

Actions
Create employee record

Creates a new employee record in BrightHR.

Update employee record

Updates a field on an employee's record in BrightHR.

Sync employee status

Syncs an employee's active/terminated status in BrightHR.

Approve or deny time off

Approves or denies a time-off request in BrightHR.

Update deal ownership when sales reps offboard When an employee is terminated in BrightHR, automatically update deal stages or reassign opportunities in ServiceM8 so pipeline continuity isn't lost. See details
Update employee records upon winning key sales deals When a deal is won in ServiceM8, automatically update employee records in BrightHR to reflect sales performance metrics and incentive milestones. See details

See all ServiceM8 + BrightHR integrations →  ·  Browse the full workflow library →

Enterprise-grade security

SOC 2 certified GDPR compliant ISO 27001 certified
Visit our Security Center Review the DPA
FAQ

Common questions

Can Knit build “Assign new sales leads when employees are hired” between ServiceM8 and BrightHR?

Yes — describe it in the box above and Knit's Integrations Agent researches ServiceM8 and BrightHR's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Why connect ServiceM8 with BrightHR?

Connecting HR and CRM data ensures seamless transitions during staff onboarding or departures by maintaining accurate lead ownership and pipeline continuity.

What happens in ServiceM8 when an employee departs in BrightHR?

Terminating an employee profile in BrightHR can automatically update deal management records and contact assignments in ServiceM8.

Put Integrations on Autopilot. Talk to Experts.

Knit is loved by customers across the globe due to our seamless product and white glove support. You'll love us too!

Talk to a Human