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fynk + ServiceM8 + Filter by Zapier
fynk + ServiceM8 + Filter by Zapier
fynk + ServiceM8 integrations
Create fynk work authorizations for new ServiceM8 jobs
Larger jobs need the customer's go-ahead in writing before a crew rolls out, and writing it up takes office time. Save that time by activating this Zap. Once you do, new ServiceM8 jobs in the categories you pick automatically create a work authorization in fynk. Crews only head out with the paperwork prepared.
Note: Filter on the job category so small call-outs are skipped.
- When this happens...New JobTriggers when a new job is created.
- automatically do this...Only continue if...Set up rules to specify when this Zap can continue running.
- then do this!Create Document From TemplateCreate a new document from an existing template.
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More things you can do with these apps
Discover other triggers and actions you can use with ServiceM8, Filter by Zapier, and more
- 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- Only continue if...Required
ActionFilter
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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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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