Quo + ServiceM8
Create or update Quo contacts whenever new clients are added in ServiceM8
Streamline your client management process with this easy workflow. Whenever you add a New Client in ServiceM8, their details will immediately update or create a new contact within Quo. Make your communication more efficient, ensuring your client information is accurately stored across both platforms, saving you the time and effort of manual updates.
Streamline your client management process with this easy workflow. Whenever you add a New Client in ServiceM8, their details will immediately update or create a new contact within Quo. Make your communication more efficient, ensuring your client information is accurately stored across both platforms, saving you the time and effort of manual updates.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create or Update Contact
Creates a contact or updates an existing contact.
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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
