Formsite + ServiceM8
Create ServiceM8 clients from new Formsite form results
Effortlessly streamline your onboarding process with this Formsite and ServiceM8 integration. Whenever a new form result is submitted in Formsite, a client will be created in ServiceM8, saving you time and reducing manual data entry. Simplify your workflow and keep your client information organized with this easy-to-use automation.
Effortlessly streamline your onboarding process with this Formsite and ServiceM8 integration. Whenever a new form result is submitted in Formsite, a client will be created in ServiceM8, saving you time and reducing manual data entry. Simplify your workflow and keep your client information organized with this easy-to-use automation.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItQueueRequired
Job Category
Try ItCompleted By
Form TypeRequired
Try ItNameRequired
Address
Billing Address
Fax Number
Website
First Name
Last Name
Phone Number
Mobile Number
E-Mail Address
Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
