Create new Square customers from completed ServiceM8 jobs
Ensure all completed tasks from the ServiceM8 app are recorded efficiently in the Square app with this automated workflow. Whenever a job is finalized in ServiceM8, a corresponding customer profile is created instantly in the Square app. This efficient automation saves you time on manual data entry and ensures consistent records across platforms.
Ensure all completed tasks from the ServiceM8 app are recorded efficiently in the Square app with this automated workflow. Whenever a job is finalized in ServiceM8, a corresponding customer profile is created instantly in the Square app. This efficient automation saves you time on manual data entry and ensures consistent records across platforms.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Customer
Triggers when a new customer is created.
- Free forever for core features
- 14 day trial for premium features & apps
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