kvCORE + ServiceM8

kvCORE + ServiceM8 integrations

Create new kvCORE contacts from new ServiceM8 clients

When a new client is added in ServiceM8, this workflow instantly creates a new contact in kvCORE, ensuring you don’t waste time entering details manually. By seamlessly transferring data from ServiceM8 to kvCORE, it streamlines your contact management process. This automatic process eliminates duplication of tasks, letting you focus more on providing excellent service to your clients.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.
ActionWrite

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More things you can do with ServiceM8 and kvCORE

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

- 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
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- 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
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Trigger
Instant
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- Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
Action
Write

- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- Campaign Zap ID
  Required
Trigger
Instant
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- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
Action
Write

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

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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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