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ServiceM8 + Zapier Tables

Create new records in Zapier Tables when new clients are added in ServiceM8

Streamline your client management process with this workflow. When a new client is added in ServiceM8, a corresponding record is instantly created in Zapier Tables. This not only keeps your data consistent across platforms, but also saves you time from manual data entry. Enhance your productivity and maintain data accuracy with this simple automation.

Streamline your client management process with this workflow. When a new client is added in ServiceM8, a corresponding record is instantly created in Zapier Tables. This not only keeps your data consistent across platforms, but also saves you time from manual data entry. Enhance your productivity and maintain data accuracy with this simple automation.

  1. When this happens...
    ServiceM8ServiceM8
    New Client

    Triggers when a new Client is created.

    TriggerInstant
  2. automatically do this!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Customer 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

    Action
    Write
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
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servicem8 logo

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.
Learn moreHelp

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  • Scheduling & Booking

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About Zapier Tables

Zapier Tables is a no-code database built for automation.

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