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.
- When this happens...
- automatically do this!Create Job
Creates a new job.
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involve.me ProjectRequired
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