Create records in Shape Software from new ServiceM8 clients
This Zapier automation will create a Shape Software record using information from every new ServiceM8 client.
This Zapier automation will create a Shape Software record using information from every new ServiceM8 client.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Record
Create a new record within the CRM
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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