ServiceM8

ServiceM8 + Workbooks CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect ServiceM8 and Workbooks CRM, with as many as 57 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect ServiceM8 + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Job

Triggers when a new job is created.

Create Job

Creates a new job.

Job Completed

Triggers when a Job's status changes to Completed.

Create Client

Creates a new client.

Job Queued

Triggers when a Job is assigned to a Queue.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

New Client

Triggers when a new Client is created.

Create Organisation

Creates a new organisation.

New Form Response

Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

Create Case

Creates a new case.

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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.

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

See Workbooks CRM Integrations