ServiceM8 + Zoho Books
Create Zoho Books customers from new ServiceM8 clients
Start managing your client details in a more seamless manner with this workflow. When you add a new client in ServiceM8, this sets off an automation that immediately creates a new customer in your Zoho Books account. This not only streamlines your customer handling process, but also saves you from the hassle of manual data entry. Put your business operations on the fast track to efficiency with this simplified procedure.
Start managing your client details in a more seamless manner with this workflow. When you add a new client in ServiceM8, this sets off an automation that immediately creates a new customer in your Zoho Books account. This not only streamlines your customer handling process, but also saves you from the hassle of manual data entry. Put your business operations on the fast track to efficiency with this simplified procedure.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Customer
Creates a new customer.
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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
