Microsoft Outlook + ServiceM8
Microsoft Outlook + ServiceM8
Microsoft Outlook + ServiceM8 integrations
Create draft emails in Microsoft Outlook from new form responses in ServiceM8
Streamline your customer service communication with this workflow. Whenever a new form response is received in ServiceM8, a draft email will be set up in your Microsoft Outlook, ready for your review and personal touch before sending. This efficient process ensures timely replies and enhances client communication.
- When this happens...New Form ResponseTriggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
- automatically do this!Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
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More things you can do with ServiceM8 and Microsoft Outlook
Discover other triggers and actions you can use with ServiceM8 and Microsoft Outlook
- 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
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 Zap Templates
- Create jobs in ServiceM8 from new emails matching search in Microsoft Outlook
- Send email notifications in Microsoft Outlook for new queued jobs in ServiceM8
- Send emails in Microsoft Outlook for new form responses in ServiceM8
- Send emails in Microsoft Outlook for new clients in ServiceM8
- Send email notifications via Microsoft Outlook when jobs are completed in ServiceM8
- Create new Microsoft Outlook contacts from new ServiceM8 jobs
- Send emails in Microsoft Outlook for new jobs in ServiceM8
- Create new Microsoft Outlook contacts from completed jobs in ServiceM8
- Queue jobs in ServiceM8 and create corresponding events in Microsoft Outlook
- Create new ServiceM8 clients from new matching Microsoft Outlook emails