ServiceM8 + SOS Inventory

Create new customers in SOS Inventory for every new job in ServiceM8

Streamline your workflow when a new job is created in ServiceM8 by seamlessly creating a new customer in SOS Inventory. This efficient process eliminates the need for manual data entry and ensures your customer information in SOS Inventory stays updated with every new job in ServiceM8. Perfect for businesses looking to save time and reduce errors in customer management.

When this happens...
New Job
Triggers when a new job is created.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer
ActionWrite

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Supported triggers and actions

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- 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
- Location
Trigger
Instant
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New Purchase Order
Triggers when a new purchase order is created.
Trigger
Polling
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New Sales Order
Triggers when a new sales order is created.
Trigger
Polling
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- NameRequired
- Email addressRequired
- Website
- Phone
- Alternate phone number
- Fax number
- Company name
- Billing line 1
- Billing line 2
- Billing line 3
- Billing line 4
- Billing line 5
- Billing city
- Billing state or province
- Billing postal code
- Billing country
- Shipping line 1
- Shipping line 2
- Shipping line 3
- Shipping line 4
- Shipping line 5
- Shipping city
- Shipping state or province
- Shipping postal code
- Shipping country
- Customer notes
- Parent customer
- Terms
- Payment method
Action
Write
- Order numberRequired
- Date/timeRequired
- CustomerRequired
- Create customer if not found in SOS Inventory
- Location
- Billing company
- Billing contact
- Billing phone
- Billing email
- Billing address line 1
- Billing address line 2
- Billing address line 3
- Billing address line 4
- Billing address line 5
- Billing address city
- Billing address state/province
- Billing address postal code
- Billing address country
- Shipping company
- Shipping contact
- Shipping phone
- Shipping email
- Shipping address line 1
- Shipping address line 2
- Shipping address line 3
- Shipping address line 4
- Shipping address line 5
- Shipping address city
- Shipping address state/province
- Shipping address postal code
- Shipping address country
- Comment
- Terms
- Channel
- Priority
- ItemRequired
- Description
- QuantityRequired
- Unit priceRequired
- Amount
Action
Write
- Search query
- Start date
- End date
Action
Search

- 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
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Sales Receipt
Triggers when a new sales receipt is created.
Trigger
Polling
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New Shipment
Triggers when a new shipment is created.
Trigger
Polling
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- Order numberRequired
- Date/timeRequired
- CustomerRequired
- Create customer if not found in SOS Inventory
- Location
- Billing company
- Billing contact
- Billing phone
- Billing email
- Billing address line 1
- Billing address line 2
- Billing address line 3
- Billing address line 4
- Billing address line 5
- Billing address city
- Billing address state/province
- Billing address postal code
- Billing address country
- Shipping company
- Shipping contact
- Shipping phone
- Shipping email
- Shipping address line 1
- Shipping address line 2
- Shipping address line 3
- Shipping address line 4
- Shipping address line 5
- Shipping address city
- Shipping address state/province
- Shipping address postal code
- Shipping address country
- Comment
- Terms
- Channel
- Priority
- ItemRequired
- Description
- QuantityRequired
- Unit priceRequired
- Amount
Action
Write
- Customer name
- Email
Action
Search

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