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GoCanvas + ServiceM8

Create clients in ServiceM8 from new submissions in GoCanvas

Effortlessly streamline your client onboarding process with this workflow that connects GoCanvas and ServiceM8. When a new submission is received in GoCanvas, it will automatically create a new client in ServiceM8, ensuring that all your client information is up-to-date and organized. Stay focused on providing exceptional service while this automation handles the administrative work for you.

Effortlessly streamline your client onboarding process with this workflow that connects GoCanvas and ServiceM8. When a new submission is received in GoCanvas, it will automatically create a new client in ServiceM8, ensuring that all your client information is up-to-date and organized. Stay focused on providing exceptional service while this automation handles the administrative work for you.

  1. When this happens...
    GoCanvasGoCanvas
    New Submission

    Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.

    TriggerInstant
  2. automatically do this!
    ServiceM8ServiceM8
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
    • Job Category

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

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
gocanvas logo
gocanvas logo

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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Related categories

  • Forms & Surveys

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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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