Insightly + ServiceM8

Insightly + ServiceM8 integrations

Create ServiceM8 jobs from updated Insightly records

Optimize your workflow between Insightly and ServiceM8 with this simple, yet powerful automation. When you update a record field in Insightly, a corresponding job in ServiceM8 is created instantly. This process not only ensures your data is consistently updated on both platforms, but also saves you valuable time, eliminating the need for repetitive manual data entry.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
TriggerInstant
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Create JobCreates a new job.
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More things you can do with Insightly and ServiceM8

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

- Insightly Object
  Required
Trigger
Instant
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- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Insightly Object
  Required
- Search By
  Required
- Search Value
  Required
Action
Search
- Queue
  Required
- Job Category
Trigger
Instant
Try It

- 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

- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Trigger
Instant
Try It
- Insightly Object
  Required
Action
Write
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- 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

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

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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

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CRM (Customer Relationship Management)

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