Formitize + ServiceM8

Formitize + ServiceM8 integrations

Create new Formitize jobs from new ServiceM8 jobs

Effortlessly manage your work process when a new job appears in ServiceM8. This efficient workflow will swiftly take that information and generate a new job in Formitize, ensuring a seamless handover of data between the two platforms. It not only enhances productivity but also eliminates the hassles of manual data entry.

When this happens...
New JobTriggers when a new job is created.
TriggerInstant
automatically do this!
Create JobCreate's a job in Formitize.
ActionWrite

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More things you can do with ServiceM8 and Formitize

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

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- 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
On Create Job
This trigger occurs when a job is dispatched from the Formitize portal
Trigger
Instant
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- Title
  Required
- Message
  Required
- Due Date
  Required
- Notification Type
- Customer Name
- Email Address
- Display On Dashboard
Action
Write

- 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
- Form
  Required
Trigger
Instant
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- Assigned To
  Required
- Form
  Required
- Title
  Required
- Start Date/Time
  Required
- Job Number
- Order Number
- Location
- Description
Action
Write

About Formitize

Formitize is an all around customizable solution for moving from paper based forms to electronic based solutions. The wide variety of uses include from dispatching jobs, to house inspections, sales and even call-quality assurance.

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Forms & Surveys

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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.

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Related categories

CRM (Customer Relationship Management)

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