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
    New Completed Submission

    Triggers when a participant completes a submission in your funnel.

    TriggerInstant
  2. automatically do this!
    ServiceM8ServiceM8
    Create Job

    Creates a new job.

    ActionWrite
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Supported triggers and actions

    • 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 an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
Learn more

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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