SignWell + ServiceM8 Integrations

How to connect SignWell + ServiceM8

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Supported triggers and actions

What does this mean?

Document Completed
Triggers when a document has been completed.
Trigger
Instant
Document Sent
Triggers when a document is sent.
Trigger
Instant
Document Viewed
Triggers when a signer view a document for the first time.
Trigger
Instant
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Action
Write
Job Completed
Triggers when a Job's status changes to Completed.
Trigger
Instant
Job Queued
Triggers when a Job is assigned to a Queue.
Trigger
Instant
New Client
Triggers when a new Client is created.
Trigger
Instant
New Form Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Trigger
Instant
ServiceM8
Triggers when a new job is created.
Instant
Trigger
ServiceM8
Creates a new client.
Scheduled
Action
ServiceM8
Creates a new job.
Scheduled
Action

How SignWell + ServiceM8 Integrations Work

Step 1: Authenticate SignWell and ServiceM8.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect SignWell + ServiceM8

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.

Learn more

Related categories

Signatures

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 more