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Invoice2go + ServiceM8

Invoice2go + ServiceM8

Invoice2go + ServiceM8 integrations

Manage new ServiceM8 clients by creating them in Invoice2go

Simplify your customer management process with this handy workflow. When a new client appears in ServiceM8, this setup promptly creates a corresponding client in Invoice2go, saving you the hassle of manual data entry. Streamline your system and focus more on delivering top-notch services.

  1. When this happens...
    New Client
    New Client
    New ClientTriggers when a new Client is created.
    TriggerInstant
  2. automatically do this!
    Create Client
    Create Client
    Create ClientCreate a client in Invoice2go
    ActionWrite
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More things you can do with ServiceM8 and Invoice2go

Discover other triggers and actions you can use with ServiceM8 and Invoice2go

    • Job Category
    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search
    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Job Category
    Trigger
    Instant
    Try It
    • 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
    • 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
    • First name
    • Last name
      Required
    • Middle name(s)
    • Company name
    • Country
    • State
    • County
    • City
    • District
    • Street
    • House Number
    • Postal Code
    • Longitude
    • Latitude
    • Email
    • Phone
    • Mobile
    • Website
    • Terms
    • Notes
    • Tax Number
    Action
    Write
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About Invoice2go
Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.
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Related categories
Proposal & Invoice Management
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.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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