Microsoft Exchange + ServiceM8 integrations
Send emails in Microsoft Exchange for new clients in ServiceM8
When a new client is added in ServiceM8, communication is crucial. Enhance client management efficiency with this workflow that automatically sends an email through Microsoft Exchange. This seamless process ensures express correspondence, saving you time and improving your professional approach.
- When this happens...New ClientTriggers when a new Client is created.
- automatically do this!Send EmailSend an email from your Exchange account.
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More things you can do with ServiceM8 and Microsoft Exchange
Discover other triggers and actions you can use with ServiceM8 and Microsoft Exchange
- 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- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling
Microsoft Exchange Server is a mail server and calendaring server developed by Microsoft.
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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