ServiceM8 + Sophiie

Create new ServiceM8 clients from newly created leads in Sophiie

Streamline your lead to client conversion process with this productive workflow. When a new lead is created in the Sophiie app, this workflow jumps into action, creating a new client in your ServiceM8 app. By helping you transition from lead to client faster, this workflow simplifies and optimizes your CRM process. Enjoy improved efficiency and more time to focus on your core business tasks.

When this happens...
New Lead Created
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

Appointment Status Changed
Triggers when the status of an appointment has been changed.
Trigger
Instant
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New Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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- QueueRequired
- Job Category
Trigger
Instant
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- Completed By
- Form TypeRequired
Trigger
Instant
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- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

Lead Status Changed
Triggers when the status of a lead has been changed.
Trigger
Instant
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New Inquiry Created
Triggers when a new inquiry is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer 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
Action
Write

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 more