Keap Max Classic + ServiceM8
Keap Max Classic + ServiceM8
Keap Max Classic + ServiceM8 integrations
Tag existing contacts in Keap Max Classic when jobs are completed in ServiceM8
Streamline your workflow between ServiceM8 and Keap Max Classic with this smart automation. Once a job is completed in ServiceM8, it will tag an existing contact in Keap Max Classic, organizing your contact list efficiently. This setup enhances your team's productivity by eliminating manual data entry and ensuring important job data is directly associated with the right contacts.
- When this happens...Job CompletedTriggers when a Job's status changes to Completed.
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More things you can do with ServiceM8 and Keap Max Classic
Discover other triggers and actions you can use with ServiceM8 and Keap Max Classic
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite
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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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