Create new Square customers from ServiceM8 clients
Effortlessly keep your customer records updated with this workflow that connects ServiceM8 and Square. When a new client is added in ServiceM8, a customer will be created in Square, eliminating redundant manual data entry and ensuring consistent records across both platforms. Streamline your client management process and save valuable time with this seamless automation.
Effortlessly keep your customer records updated with this workflow that connects ServiceM8 and Square. When a new client is added in ServiceM8, a customer will be created in Square, eliminating redundant manual data entry and ensuring consistent records across both platforms. Streamline your client management process and save valuable time with this seamless automation.
- When this happens...New Client
Triggers when a new Client 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