ServiceM8 + Zapier Forms

ServiceM8 + Zapier Forms integrations

Create new ServiceM8 clients from new Zapier Forms submissions

Streamline your client onboarding process with this seamless workflow between Zapier Forms and ServiceM8. As soon as a new form submission is received, a new client profile is created in ServiceM8, saving you the hassle and time of manual data entry. This automation ensures every important detail is captured and organized efficiently. Give yourself more time for meaningful work by letting this workflow handle the repetitive tasks.

When this happens...
Form Submission CreatedTriggers when a new form submission is created.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Zapier Forms and ServiceM8

Discover other triggers and actions you can use with Zapier Forms and ServiceM8

- Form Project
  Required
- Page
  Required
- Button
  Required
Trigger
Instant
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- Form Project
  Required
Trigger
Instant
Try It
- Form Project
  Required
Trigger
Instant
Try It
- Form Project
  Required
- Page
  Required
- Stripe Payment
  Required
Trigger
Instant
Try It
- Form Project
  Required
- Email Address
  Required
Action
Write

- Form Project
  Required
- Email Address
  Required
- Name
  Required
Action
Search or write
- Queue
  Required
- Job Category
Trigger
Instant
Try It

- 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

- Form Project
  Required
- Page
  Required
- Block Type
Trigger
Instant
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- Form Project
  Required
- Page
  Required
- Form
  Required
Trigger
Instant
Try It
Form Project Created
Triggers when a new Form Project is created.
Trigger
Instant
Try It
- Form Project
  Required
- Name
  Required
- Email Address
  Required
Action
Write
- Form Project
  Required
- Email Address
  Required
Action
Search
- Job Category
Trigger
Instant
Try It
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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Related categories

CRM (Customer Relationship Management)

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About Zapier Forms

Zapier Forms is an automated way to collect data and integrate your form with workflows that can connect to 8,000+ apps.

Learn moreLearn moreHelpHelp

Related categories

App Builder

CRM (Customer Relationship Management)

Forms & Surveys

Zapier

Zapier products

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier, Zapier products

Related Zap Templates

Turn new Zapier Forms submissions into ServiceM8 jobs

Related Zap Templates

Turn new Zapier Forms submissions into ServiceM8 jobs