Moneypenny + ServiceM8
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.
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 Received
Triggers 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).
- automatically do this!Create Job
Creates a new job.
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RecipientsRequired
Try ItQueueRequired
Job Category
Try ItCompleted By
Form TypeRequired
Try ItNameRequired
Address
Billing Address
Fax Number
Website
First Name
Last Name
Phone Number
Mobile Number
E-Mail Address
Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
