ServiceM8 + Zoho Books
Create Zoho Books customers from new ServiceM8 jobs
Easily manage your customer information with this seamless workflow between ServiceM8 and Zoho Books. When a new job is created in ServiceM8, this automation will create a new customer in Zoho Books, ensuring your data is consistent across both platforms. Improve your billing process and maintain up-to-date customer records without manual data entry.
Easily manage your customer information with this seamless workflow between ServiceM8 and Zoho Books. When a new job is created in ServiceM8, this automation will create a new customer in Zoho Books, ensuring your data is consistent across both platforms. Improve your billing process and maintain up-to-date customer records without manual data entry.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Customer
Creates a new customer.
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- 14 day trial for premium features & apps
Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
