EmailOctopus + ServiceM8

Add new ServiceM8 clients to EmailOctopus as contacts

Effortlessly maintain organized client communication with this efficient workflow. When you add a new client to your ServiceM8, this process ensures their details are immediately updated or added to your EmailOctopus contact list. Keep your email marketing up-to-date, ensure your latest clients are always included in outreach efforts, and save time with this automatic contact management process.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
Add/Update ContactAdds a new contact to a list or updates an existing contact.
ActionWrite

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More things you can do with ServiceM8 and EmailOctopus

Discover other triggers and actions you can use with ServiceM8 and EmailOctopus

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
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- 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
- Campaign
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List
  Required
Trigger
Instant
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- List
  Required
- Email Address
  Required
- Tags
  Required
Action
Write
- List
  Required
- Current Email Address
  Required
- New Email Address
  Required
Action
Write
- List
  Required
- Email Address
  Required
Action
Search

- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- Campaign
  Required
Trigger
Instant
Try It
- Campaign
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- List
  Required
- Email Address
  Required
- Tags
  Required
Action
Write
- List
  Required
- Email Address
  Required
Action
Write
- List
  Required
- Email Address
  Required
- Resubscribe
- Tags
Action
Write

About EmailOctopus

EmailOctopus is a simple to use email marketing platform that helps you grow your audience, send beautiful emails and automate messages effortlessly.

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Related categories

Email Newsletters

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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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