eEndorsements + ServiceM8 integrations
Create eEndorsement contacts from completed jobs in ServiceM8
Keeping track of past business will help with future opportunities. This integration takes care of that: Once active, it will react to every completed job in ServiceM8, creating a matching contact in eEndorsements so you can automate your review requests.
- When this happens...Job CompletedTriggers when a Job's status changes to Completed.
- automatically do this!Create or Update ContactCreates a new contact.
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More things you can do with ServiceM8 and eEndorsements
Discover other triggers and actions you can use with ServiceM8 and eEndorsements
- 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- EmailRequired
- First Name
- Last Name
- Mobile Phone
- Home Phone
- City
- State
ActionWrite
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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