Moneypenny + ServiceM8

Moneypenny + ServiceM8 integrations

Create new ServiceM8 jobs from received Moneypenny messages

This workflow makes your operations run smoother. When a message is received in your Moneypenny app, it prompts a new job creation in your ServiceM8 app. This means less manual entry for you, leading to more focus on actual tasks at hand. Keep your job scheduling organized and efficient with this handy automation.

When this happens...
Message ReceivedTriggers when Moneypenny sends you a message. The message will go via Zapier to your chosen platform. You must be a Moneypenny admin to activate this. Please contact Moneypenny if you do not know your username and password on 0345 123 3700 (UK) or 843-619-7878 (US).
TriggerInstant
automatically do this!
Create JobCreates a new job.
ActionWrite

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More things you can do with Moneypenny and ServiceM8

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

- Recipients
  Required
Trigger
Instant
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- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- 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

About Moneypenny

Moneypenny gives you dedicated people to manage your calls, live chat & more. This application allows you to connect to Moneypenny’s service.

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Related categories

Communication

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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