Create customers in Birdeye when jobs are completed in ServiceM8
Efficiently manage your customer data by connecting ServiceM8 and Birdeye with this seamless automation. When a job is marked as completed in ServiceM8, this workflow will create a new customer in Birdeye, allowing you to maintain accurate records and effectively engage with your clients. Streamline your customer management process and focus on delivering exceptional service.
Efficiently manage your customer data by connecting ServiceM8 and Birdeye with this seamless automation. When a job is marked as completed in ServiceM8, this workflow will create a new customer in Birdeye, allowing you to maintain accurate records and effectively engage with your clients. Streamline your customer management process and focus on delivering exceptional service.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer Name
Job StatusRequired
Job Address
Billing Address
Job Description
Purchase Order Number
Work Completed
Job Contact First Name
Job Contact Last Name
Job Contact Phone
Job Contact Mobile
Job Contact E-Mail Address
Billing Contact First Name
Billing Contact Last Name
Billing Contact Phone
Billing Contact Mobile
Billing Contact E-Mail