Payaca + ServiceM8

Add new ServiceM8 clients as Payaca customers

Use this integration to automatically add new ServiceM8 clients as Payaca customers. This template is great for keeping all of your contacts up-to-date.

When this happens...
New Client
Triggers when a new Client is created.
TriggerInstant
automatically do this!
Create Customer
Creates a customer.
ActionWrite

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Supported triggers and actions

- Job Category
Trigger
Instant
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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 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
Created Event
Triggers when an event is created.
Trigger
Instant
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Sent Quote
Triggers when a quote is sent.
Trigger
Instant
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- Customers nameRequired
- EmailRequired
- Contact number
- Address
- City
- Postcode
Action
Write

- QueueRequired
- Job Category
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Instant
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- Completed By
- Form TypeRequired
Trigger
Instant
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- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
Accepted Quote
Triggers when a quote accepted.
Trigger
Instant
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Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
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Updated Event
Triggers when an event is updated.
Trigger
Instant
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- Customers nameRequired
- EmailRequired
- Contact number
- Address
- City
- Postcode
- Note
- Pipeline
- Tags
Action
Write

About Payaca

Send professional quotes and invoices, manage customers and pricing, and take payment.

Related categories

Sales & CRM

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