Cognito Forms + ServiceM8

Cognito Forms + ServiceM8 integrations

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 JobTriggers when a new job is created.
TriggerInstant
automatically do this!
Create EntryCreates a new entry.
ActionWrite

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More things you can do with ServiceM8 and Cognito Forms

Discover other triggers and actions you can use with ServiceM8 and Cognito Forms

- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job Status
  Required
- 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
- Form
  Required
Trigger
Instant
Try It

- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search

- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search
- Form
  Required
- Entry View ID
  Required
- 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 moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Formstack

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Jotform

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Formdesk

Forms & Surveys

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

iFormBuilder

Forms & Surveys

TrackVia

Databases

Device Magic

Forms & Surveys

Related Zap Templates

Create ServiceM8 clients from new Cognito Forms entries

Set form availability in Cognito Forms for new jobs in ServiceM8