Skip to content
Log inSign up
ServiceM8 logoServiceM8 logo
Shape logoShape logo
ServiceM8 logoServiceM8 logo
Shape logoShape logo

ServiceM8 + Shape

ServiceM8 + Shape

ServiceM8 + Shape integrations

Create records in Shape Software for new clients in ServiceM8

Stop spending the time and effort it takes to add each new ServiceM8 client to your Shape CRM by hand? Simply set up this Zap, and the work is done for you. Once active, this integration will automatically add every new client in ServiceM8 to Shape CRM as a record.

  1. When this happens...
    New Client
    New Client
    New ClientTriggers when a new Client is created.
    TriggerInstant
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreate a new record within the CRM
    ActionWrite
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with ServiceM8 and Shape

Discover other triggers and actions you can use with ServiceM8 and Shape

    • Job Category
    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search
    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
    • 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
    • First Name
      Required
    • Last Name
      Required
    • Phone Number
      Required
    • Email
      Required
    Action
    Write
servicem8 logo
servicem8 logo
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)
Similar apps
iFormBuilder integrationsiFormBuilder integrations
iFormBuilder
Forms & Surveys
TrackVia integrationsTrackVia integrations
TrackVia
Databases
Device Magic integrationsDevice Magic integrations
Device Magic
Forms & Surveys
shape logo
shape logo
About Shape
Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.
HelpHelp
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

  • Create records in Shape Software from new ServiceM8 clients

Related Zap Templates

 

    Â