Direct Mail + ServiceM8

Direct Mail + ServiceM8 integrations

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.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
New ContactCreates a new contact or updates an existing contact.
ActionWrite

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More things you can do with ServiceM8 and Direct Mail

Discover other triggers and actions you can use with ServiceM8 and Direct Mail

- 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
- Project
  Required
- List
  Required
Trigger
Instant
Try It

- Project
  Required
- List
  Required
- Type of Update
Trigger
Instant
Try It
- Project
  Required
- List
  Required
- Group
- Email
  Required
- First Name
- Last Name
- Company Name
- Custom Fields
- Update Existing Contact
  Required
Action
Write

- Project
  Required
- List
  Required
- Email
  Required
- New Email
- First Name
- Last Name
- Company Name
- Custom Fields
- Unsubscribed
- Hard Bounced
- Ignore Blank Fields
  Required
- Add to Group
Action
Write

- 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
- Project
  Required
- List
  Required
Trigger
Instant
Try It
- Project
  Required
Trigger
Instant
Try It
- Project
  Required
- List
  Required
- Email
  Required
Action
Write
- Project
  Required
- List
  Required
- Email
  Required
- Delete Contact
  Required
Action
Write
- Project
  Required
- List
  Required
- Email
  Required
Action
Search

About Direct Mail

Direct Mail is a native OS X app for creating, sending, and tracking email campaigns. Includes tools for building mailing list sign-up forms, autoresponders, dynamic content, and more. Works offline and online, including cloud collaboration features.

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Related categories

Email Newsletters

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)

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