Direct Mail + ServiceM8
Create new Direct Mail addresses from new ServiceM8 clients
This workflow initiates when you acquire a new client in ServiceM8, instantly creating a new address entry in the Direct Mail app. Save time and reduce manual data entry errors by using this service to streamline your client management process. It takes care of the tedious task of transferring vital information, allowing you to focus on your business.
This workflow initiates when you acquire a new client in ServiceM8, instantly creating a new address entry in the Direct Mail app. Save time and reduce manual data entry errors by using this service to streamline your client management process. It takes care of the tedious task of transferring vital information, allowing you to focus on your business.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!New Address
Creates a new address or updates an existing address.
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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
