Quotient + ServiceM8
Create new Quotient contacts from ServiceM8 clients
Effortlessly manage your new clients by streamlining your contact creation process with this ServiceM8 to Quotient automation. Whenever you add a new client in ServiceM8, this workflow will automatically create a contact in your Quotient app, ensuring you have all the necessary information right at your fingertips. Say goodbye to manual data entry and hello to seamless client management.
Effortlessly manage your new clients by streamlining your contact creation process with this ServiceM8 to Quotient automation. Whenever you add a new client in ServiceM8, this workflow will automatically create a contact in your Quotient app, ensuring you have all the necessary information right at your fingertips. Say goodbye to manual data entry and hello to seamless client management.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Contact
Creates a new 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
