Process Street + ServiceM8

Create new clients in ServiceM8 when tasks are checked in Process Street

Keep your client database up-to-date in the ServiceM8 app when tasks are marked complete in Process Street. This workflow initiates when you check off a task in Process Street, prompting the creation of a new client record in ServiceM8. It's a seamless method to manage your tasks and clients together, reducing manual entry and keeping your records accurate and timely.

When this happens...
New Task Checked
Triggers when a task is checked off in a workflow.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

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

Supported triggers and actions

- Workflow
Trigger
Instant
Try It
- Data SetRequired
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Author
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It

- Data SetRequired
Action
Write
- WorkflowRequired
- Workflow Run IDRequired
- Workflow Run Name
- Workflow Run Status
- Assign to
- Due Date
- Shared
Action
Write

- WorkflowRequired
- Workflow RunRequired
- TaskRequired
- Task Status
- Due Date
Action
Write
- Help Copy
- Workflow Run ID
- Workflow
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search
- Help Copy
- Workflow Run ID
- WorkflowRequired
- Workflow run name
- Workflow run status
- Assigned to
- Due date
Action
Search or write
- QueueRequired
- Job Category
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
Trigger
Instant
Try It
- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

- Data SetRequired
Trigger
Instant
Try It
- Data SetRequired
Trigger
Instant
Try It
- Workflow
Trigger
Instant
Try It
- Workflow
- Task
Trigger
Instant
Try It
- WorkflowRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
- Data Set RecordRequired
Action
Write
- Data SetRequired
Action
Search
- Data SetRequired
Action
Search or write
- 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 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
Action
Write

About Process Street

Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven workflows with built-in enforcement and proof.

Learn more

Related categories

Productivity

Similar apps

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 more

Related categories

CRM (Customer Relationship Management)

Process Street + ServiceM8

Create new clients in ServiceM8 when tasks are checked in Process Street

Workflow Run Completed

Data Set Record Deleted

New Comment Attachment

New Comment

Task Ready

Create Data Set Record

Update Workflow Run

Update Task

Find Workflow Run

Run Workflow if it doesn't exist yet

Job Queued

New Form Response

Create Client

Data Set Record Created

Data Set Record Updated

New Workflow Run

New Task Checked

Run Workflow

Delete Data Set Record

Update Data Set Record

Find Data Set Records

Create Data Set Record if it doesn't exist yet

Job Completed

New Client

New Job

Create Job

About Process Street

Related categories

Similar apps

Checkvist

Manifestly Checklists

SafetyCulture

About ServiceM8

Related categories

Similar apps

iFormBuilder

TrackVia

Device Magic