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pulseM + ServiceM8

Send PulseM bios when new ServiceM8 jobs are created

Automate communication about your upcoming jobs with this Zapier integration. After you set it up, this ServiceM8-PulseM integration will send a bio whenever a new job is created on ServiceM8 so you don't have to do it manually.

Automate communication about your upcoming jobs with this Zapier integration. After you set it up, this ServiceM8-PulseM integration will send a bio whenever a new job is created on ServiceM8 so you don't have to do it manually.

  1. When this happens...
    ServiceM8ServiceM8
    New Job

    Triggers when a new job is created.

    TriggerInstant
  2. automatically do this!
    pulseMpulseM
    Send Bio

    Send a pulseM Bio to your customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    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
    • 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
    • Customer Phone

    • Customer Email

    • Customer Name

    • Customer Address

    • Technician

    Action
    Write
pulsem logo
pulsem logo

About pulseM

PulseM is a customer engagement tool for the home services market which helps you to stay connected with your customers.
Help

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
servicem8 logo
servicem8 logo

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.

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