magicplan + ServiceM8

magicplan + ServiceM8 integrations

Create ServiceM8 jobs from new projects exported in magicplan

Once active, this zap creates a new job in ServiceM8 whenever a project is exported in magicplan. Project data will automatically be transferred to the job, saving you valuable time and effort!

When this happens...
Project ExportedTriggers only once when files have been generated and includes a list of the files.
TriggerInstant
automatically do this!
Create JobCreates a new job.
ActionWrite

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More things you can do with magicplan and ServiceM8

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

Project Exported
Triggers only once when files have been generated and includes a list of the files.
Trigger
Instant
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- Project Name
  Required
- User Email Address
  Required
- Project Type
  Required
- Project Listing Reference
- Street
- Street Number
- Postal Code
- City
- Province
- Country
- Name
- Email
- Phone
- Street
- City
- Province
- Country
- Postal Code
- Reference
- Notes
Action
Write
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- 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

File Generated
Triggers for every file that has been generated.
Trigger
Instant
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- Project ID
  Required
- File Category
Action
Search
- 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 magicplan

magicplan lets you instantly create and share floor plans, field reports, and estimates with one easy-to-use application.

Learn moreLearn moreHelpHelp

Related categories

Images & Design

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Related Zap Templates

Create magicplan projects for new jobs in ServiceM8

Related Zap Templates

Create magicplan projects for new jobs in ServiceM8