Cognito Forms + ServiceM8

Create entries in Cognito Forms for new jobs in ServiceM8

Simplify your workload with this effective workflow that links ServiceM8 and Cognito Forms. Whenever a new job arises in ServiceM8, the same job is instantly created in Cognito Forms. This seamless process saves time and increases accuracy, ensuring your forms are continuously updated with the latest job information.

When this happens...
New Job
Triggers when a new job is created.
TriggerInstant
automatically do this!
Create Entry
Creates a new entry.
ActionWrite

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Supported triggers and actions

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- 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
Action
Write
- FormRequired
Trigger
Instant
Try It

- FormRequired
Action
Write
- IdRequired
- FormRequired
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- FormRequired
- IdRequired
Action
Search

- QueueRequired
- Job Category
Trigger
Instant
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- Completed By
- Form TypeRequired
Trigger
Instant
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- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- FormRequired
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- FormRequired
- IdRequired
Action
Write
- FormRequired
- Availability Start
- Availability End
- Not Available Message
Action
Write
- FormRequired
- Entry IdRequired
- Template NumberRequired
Action
Search
- FormRequired
- Entry View IDRequired
- Max Results per Page
- Skip Count
- Return IDs Only
Action
Search

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Learn more

Related categories

Forms & Surveys

Similar apps

About ServiceM8

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.

Learn more