GoCanvas + ServiceM8

GoCanvas + ServiceM8 integrations

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.

When this happens...
New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with GoCanvas and ServiceM8

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

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
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- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
- 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

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

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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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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