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.
- automatically do this!Create JobCreates a new job.
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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
Try ItTriggerInstant- Update Order Status
Triggers when an order status change.
Try ItTriggerInstant - Proposal Status
Try ItTriggerInstant- QueueRequired
- Job Category
Try ItTriggerInstant
- Contact Modification
Triggers when a contact updated.
Try ItTriggerInstant - Update Payment Status
Triggers when a payment status change.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant
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.
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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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