Bonjoro + ServiceM8 integrations
Create tasks in Bonjoro when new jobs are queued in ServiceM8
Stay organized and never miss follow-ups on new jobs in ServiceM8. Whenever a new job is queued up in ServiceM8, this automation creates a task in Bonjoro, allowing you to send personalized videos or messages to your clients or team. In this way, you conveniently fit new jobs into your workflow, ensuring better communication and improved job completion rates.
- When this happens...Job QueuedTriggers when a Job is assigned to a Queue.
- automatically do this!Create TaskCreates a Bonjoro Task. To complete it, record a video message using the Bonjoro platform.
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More things you can do with ServiceM8 and Bonjoro
Discover other triggers and actions you can use with ServiceM8 and Bonjoro
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- Customer 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- Bonjoro Reassigned
Triggers when an existing Bonjoro is assigned to a different team member.
Try ItTriggerInstant
Bonjoro lets you send personalised welcome videos to your customers.
Related categories
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
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