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Microsoft Outlook + ServiceM8

Microsoft Outlook + ServiceM8

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.

  1. When this happens...
    New Email Matching Search
    New Email Matching Search
    New Email Matching SearchTriggers when a new e-mail is received in your inbox that matches a search.
  2. automatically do this!
    Create Client
    Create Client
    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 Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Shared Inbox
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
    • Shared Mailbox
      Required
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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servicem8 logo
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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