ServiceM8 + Yay.com

ServiceM8 + Yay.com integrations

Create new contacts in Yay.com from new clients in ServiceM8

Maintain a streamlined client management system with this workflow. When you add a new client in ServiceM8, it creates a corresponding contact in Yay.com. This seamless data transfer not only minimizes manual data entry but also ensures your Yay.com contact list stays updated and organized. Grow your business with this handy and efficient automation.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this!
Create ContactCreates a contact in the phone book
ActionWrite

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More things you can do with ServiceM8 and Yay.com

Discover other triggers and actions you can use with ServiceM8 and Yay.com

- 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 Status
  Required
- 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
Call Ended
Triggers when a call ends.
Trigger
Instant
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Voicemail Notify
Triggers when a new voicemail is created.
Trigger
Instant
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- Phone Book
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Number
  Required
- Label
  Required
- Address
- Label
Action
Write

- Search Contacts
  Required
- Phone Book
  Required
Action
Search

- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
Call Answered
Triggers when a call is answered.
Trigger
Instant
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New Call
Triggers when a new call is created.
Trigger
Instant
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- Destination
  Required
- SIP User
  Required
- Display Name
  Required
- Caller ID
  Required
- SIP User
  Required
- Hunt Group
- Call Flow
Action
Write
- Phone Book
  Required
- Contact
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Number
  Required
- Label
  Required
- Address
- Label
Action
Write
- Search Contacts
  Required
- Phone Book
  Required
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Number
  Required
- Label
  Required
- Address
- Label
Action
Search or write

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.

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About Yay.com

Yay.com is a fully supported enterprise cloud PBX.

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Communication