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Email by Zapier + ServiceM8

Send emails when forms are completed in ServiceM8

Do you have forms in ServiceM8 that your staff fill out in response to important events (e.g. Incident Reports, Contract Variations)? Set up this automation and you can get email notifications as soon as those forms are completed: It will send you all the information whenever a new entry is submitted to your form.

Do you have forms in ServiceM8 that your staff fill out in response to important events (e.g. Incident Reports, Contract Variations)? Set up this automation and you can get email notifications as soon as those forms are completed: It will send you all the information whenever a new entry is submitted to your form.

  1. When this happens...
    ServiceM8ServiceM8
    New Form Response

    Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

    TriggerInstant
  2. automatically do this!
    Email by ZapierEmail by Zapier
    Send Outbound Email

    Send an email from your own custom zapiermail.com address. Up to 10 emails sent per hour.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • 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
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
    • Email AddressRequired

    Trigger
    Instant
    Try It
email logo
email logo

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!
Help

Related categories

  • Email
  • Zapier
servicem8 logo
servicem8 logo

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.

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