RP-1 + ServiceM8

RP-1 + ServiceM8 integrations

Create new RP-1 contacts from new ServiceM8 clients

Streamline your client onboarding process with this workflow. When you add a new client in ServiceM8, their information is immediately transferred and a new contact is created in RP-1. Save time, eliminate manual data entry and ensure your customer information is consistently updated throughout your business tools.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in the system
ActionWrite

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More things you can do with ServiceM8 and RP-1

Discover other triggers and actions you can use with ServiceM8 and RP-1

- 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 Status
  Required
- 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
- First Name
- Last Name
- Full Name
- Phone Number
  Required
- Email
- Tags
- Street
- City
- State
- Postal Code
Action
Write

- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- Campaign
  Required
- Contact Id
- Phone
- First Name
- Last Name
- Full Name
- Email
- State
- City
- Street
- Postal Code
- Tags
Action
Write
- Campaign Id
  Required
- Contact Id
- Phone
Action
Write

About RP-1

RP-1 is a tool to re-engage your existing customer database.

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Related categories

Marketing Automation

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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