Microsoft Outlook + ServiceM8 integrations
Create new ServiceM8 clients from new matching Microsoft Outlook emails
Streamline your client onboarding process with this efficient workflow. When you receive a new email that matches your search criteria in the Microsoft Outlook app, it immediately triggers the creation of a new client in the ServiceM8 app. This seamless automation not only saves time but ensures that every relevant email leads to a swift action, enhancing your business productivity.
- When this happens...New Email Matching SearchTriggers when a new e-mail is received in your inbox that matches a search.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Microsoft Outlook and ServiceM8
Discover other triggers and actions you can use with Microsoft Outlook and ServiceM8
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Shared Inbox
- Parent Folder
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling
- Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerInstant - Calendar
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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.
Related categories
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 draft emails in Microsoft Outlook from new form responses in ServiceM8
- Create new Microsoft Outlook contacts from completed jobs in ServiceM8
- Queue jobs in ServiceM8 and create corresponding events in Microsoft Outlook








