ServiceM8 + WordPress

ServiceM8 + WordPress integrations

Create new ServiceM8 clients when new users sign up on WordPress

Streamline your onboarding process with this effective workflow that springs into action the moment a new user is added on WordPress. It effortlessly creates a new client in your ServiceM8, ensuring both platforms are seamlessly aligned. This not only keeps your client records up-to-date but also enhances your productivity and client management efforts.

When this happens...
New UserTriggers when a new user is created.
TriggerPolling
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with WordPress and ServiceM8

Discover other triggers and actions you can use with WordPress and ServiceM8

- Status
Trigger
Polling
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- Post_status
- Post_type
Trigger
Polling
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Updated User
Triggers when a user is updated.
Trigger
Instant
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- File
  Required
- Post
- Filename
- Title
- Author
- Caption
- Description
- Alt_text
- Comment_status
- Ping_status
Action
Write
- Post_type
  Required
Action
Write

- User ID
  Required
- Email
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
- Meta
Action
Write
- Title
  Required
Action
Search

- Copy_search_keyword
- Search Keyword
  Required
- Email
  Required
- Username
  Required
- Password
  Required
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
Action
Search or write
- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

New Media
Triggers when a new media is uploaded.
Trigger
Polling
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- Post_types
- Post_statuses
- Trigger only when state changes?
Trigger
Instant
Try It
New User
Triggers when a new user is created.
Trigger
Polling
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- Post_type
  Required
Action
Write
- Email
  Required
- Username
  Required
- Password
  Required
- First_name
- Last_name
- Name
- Nickname
- Description
- Website
- Role
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy_search_keyword
- Search Keyword
  Required
Action
Search
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- 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 WordPress

WordPress is web software you can use to create a beautiful website or blog. Nearly 20% of the top 10 million websites and over 60 million people have chosen WordPress to power the place on the web they call "home".

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