Portal.io + ServiceM8

Portal.io + ServiceM8 integrations

Create new ServiceM8 jobs when proposal statuses are updated in Portal.io

Effortlessly manage your projects with this streamlined workflow that creates ServiceM8 jobs when proposal statuses are updated in Portal.io. Keep your team informed about project progress, enabling them to quickly address tasks and deliver excellent results. Boost productivity by connecting Portal.io and ServiceM8 seamlessly for an efficient, automated process.

When this happens...
Update Proposal StatusTriggers when a proposal status change.
TriggerInstant
automatically do this!
Create JobCreates a new job.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Portal.io and ServiceM8

Discover other triggers and actions you can use with Portal.io and ServiceM8

- Proposal Status
Trigger
Instant
Try It
Update Order Status
Triggers when an order status change.
Trigger
Instant
Try It
- Proposal Status
Trigger
Instant
Try It
- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It

- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

Contact Modification
Triggers when a contact updated.
Trigger
Instant
Try It
Update Payment Status
Triggers when a payment status change.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- 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 Portal.io

Portal is a service for professional installers. It aggregates industry product data and pricing, allowing pros to easily build proposals, collect customer payments and send purchase orders to suppliers.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

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)

Similar apps

iFormBuilder

Forms & Surveys

TrackVia

Databases

Device Magic

Forms & Surveys