Create new ServiceM8 clients from Instapage form submissions
Effortlessly streamline your client onboarding process with this Instapage to ServiceM8 workflow. When a new form submission occurs in Instapage, this automation will instantly create a new client in ServiceM8, ensuring a seamless and efficient flow of information between platforms. No more manual data entry, saving you time and reducing errors.
Effortlessly streamline your client onboarding process with this Instapage to ServiceM8 workflow. When a new form submission occurs in Instapage, this automation will instantly create a new client in ServiceM8, ensuring a seamless and efficient flow of information between platforms. No more manual data entry, saving you time and reducing errors.
- When this happens...Form Submission
Triggers when a new form is submitted.
- automatically do this!Create Client
Creates a new client.
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PageRequired
Help Text
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