Salesforce + Email by Zapier + ServiceM8 Integrations
How to connect Salesforce + Email by Zapier + ServiceM8
Zapier lets you send info between Salesforce, Email by Zapier, and ServiceM8 automatically—no code required.
Top companies trust Zapier to automate work and free up time
Do even more with Salesforce + Email by Zapier + ServiceM8
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Salesforce, Email by Zapier, and ServiceM8. And don’t forget that you can add more apps and actions to create complex workflows.
New Outbound MessageTriggers when a new outbound message is received in Salesforce.Trigger- New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.Trigger
- Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).Trigger
- Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.Trigger
- Add Contact to CampaignAdds an existing contact to an existing campaign.Action
- Add Lead to CampaignAdds an existing lead to an existing campaign.Action
- Create AttachmentCreates a new attachment (max 25MB).Action
- Create ContactCreates a new contact in Salesforce.Action
- Salesforce
Creates a new lead in Salesforce.
Scheduled
Action
- Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Updates an existing contact in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing lead in Salesforce.
Scheduled
Action
- Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
- Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
- Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
- Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action
- Email by Zapier
Triggers when an email is forwarded to your own custom
Instant
Trigger
- Email by Zapier
Triggers when an email that you've enabled read receipts on via our
Instant
Trigger
- Email by Zapier
Send an email from your own custom
Scheduled
Action
- ServiceM8
Triggers when a Job's status changes to Completed.
Instant
Trigger
- ServiceM8
Triggers when a Job is assigned to a Queue.
Instant
Trigger
- ServiceM8
Triggers when a new Client is created.
Instant
Trigger
- ServiceM8
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Instant
Trigger
- ServiceM8
Triggers when a new job is created.
Instant
Trigger
- ServiceM8
Creates a new client.
Scheduled
Action
- ServiceM8
Creates a new job.
Scheduled
Action
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
How Salesforce + Email by Zapier + ServiceM8 Integrations Work
- Step 1: Authenticate Salesforce, Email by Zapier, and ServiceM8.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Related categories
About Email by Zapier
Related categories
Similar apps
iFormBuilder
Forms & Surveys
TrackVia
Databases
Device Magic
Forms & SurveysGet started for free
You can't add more hours to the day. Zapier is the next best thing.