ServiceM8 + Square
Create Square customers from new ServiceM8 jobs
Effortlessly keep your customer information up-to-date with this handy ServiceM8 and Square integration. When a new job is created in ServiceM8, it will automatically trigger a workflow that creates a new customer within your Square app. Save time on manual data entry, reduce errors, and streamline your customer management process with this seamless connection.
Effortlessly keep your customer information up-to-date with this handy ServiceM8 and Square integration. When a new job is created in ServiceM8, it will automatically trigger a workflow that creates a new customer within your Square app. Save time on manual data entry, reduce errors, and streamline your customer management process with this seamless connection.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Customer
Triggers when a new customer is created.
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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
