Kajabi + ServiceM8

Kajabi + ServiceM8 integrations

Create ServiceM8 jobs from new Kajabi form submissions for seamless task management

Efficiently manage new client inquiries by connecting your Kajabi forms to ServiceM8 with this automation. Whenever a new form is submitted in Kajabi, this workflow will create a job in ServiceM8, ensuring a smooth and quick client servicing process. Stop manually transferring data between platforms and let this integration save you time and effort.

When this happens...
New Form SubmissionTriggers when a form is submitted.
TriggerInstant
automatically do this!
Create JobCreates a new job.
ActionWrite

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More things you can do with Kajabi and ServiceM8

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

- Site
  Required
- Assessment
  Required
Trigger
Instant
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- Site
  Required
Trigger
Instant
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- Site
  Required
- Offer
Trigger
Instant
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- Tag
- Site
  Required
Trigger
Instant
Try It
- Site
  Required
- Form
  Required
Action
Write

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- 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

- Site
  Required
- Form
  Required
Trigger
Instant
Try It
- Site
  Required
- Offer
Trigger
Instant
Try It
- Site
  Required
- Tag
Trigger
Instant
Try It
- Site
  Required
- Offer
  Required
- Member Name
  Required
- Email
  Required
- External User ID
  Required
- Send Offer Grant Email?
Action
Write
- Site ID
  Required
- Offer ID
  Required
- External User ID
  Required
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

About Kajabi

Kajabi is an all in one platform for selling, marketing, and delivering your online content.

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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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Related categories

CRM (Customer Relationship Management)

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