ServiceM8 + Webphone by VoIPcloud

ServiceM8 + Webphone by VoIPcloud integrations

Create new ServiceM8 clients from answered calls in Webphone by VoIPcloud

When a call is answered in the Webphone by VoIPcloud app, streamline your client management by instantly creating a new client record in the ServiceM8 app. This automation seamlessly marries telecommunication with client management, enhancing productivity and efficiency. No longer worry about manual data entry or forgotten details - every call handled will ensure your client records stay accurate and up-to-date.

When this happens...
Call AnsweredTriggers when a call was answered.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Webphone by VoIPcloud and ServiceM8

Discover other triggers and actions you can use with Webphone by VoIPcloud and ServiceM8

- Call direction
  Required
Trigger
Instant
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- Call direction
  Required
Trigger
Instant
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- Phone number
  Required
- Person name
  Required
- Information about the person
Action
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- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

- Call direction
  Required
- Call status
  Required
Trigger
Instant
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- Phone number
  Required
Action
Write
- 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 Status
  Required
- 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.

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About Webphone by VoIPcloud

Webphone by VoIPcloud is designed for modern businesses: it can be used in a browser or as a standalone application in Windows, macOS or Linux.

HelpHelp

Related categories

Phone & SMS