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involve.me + ServiceM8

Create jobs in ServiceM8 from new completed involve.me submissions

Effortlessly streamline your involve.me and ServiceM8 processes with this handy workflow. Whenever a new submission is marked as completed in involve.me, a corresponding job will be created in ServiceM8, saving you time and ensuring your workflow stays consistent. Keep your team organized and focused on what matters most - delivering exceptional customer experiences.

Effortlessly streamline your involve.me and ServiceM8 processes with this handy workflow. Whenever a new submission is marked as completed in involve.me, a corresponding job will be created in ServiceM8, saving you time and ensuring your workflow stays consistent. Keep your team organized and focused on what matters most - delivering exceptional customer experiences.

  1. When this happens...
    involve.meinvolve.me
    TriggerScheduled
  2. automatically do this!
    ServiceM8ServiceM8
    Create Job

    Creates a new job.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

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

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Customer 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

    Action
    Write
involveme logo
involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn moreHelp

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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