Mobilo Card + ServiceM8

Create clients in ServiceM8 from new leads in your Mobilo Card account

Optimize your client onboarding process using Mobilo Card and ServiceM8. When a new lead is added to your account in Mobilo Card, this workflow instantly creates a new client in your ServiceM8 app. This seamless connection helps manage your contacts more efficiently and spend more time focusing on essential tasks.

When this happens...
New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
TriggerPolling
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

New Lead (For Your Account)
Triggers when a new lead has been created for your own account.
Trigger
Polling
Try It
New Lead (For Your Organization)
Triggers when a new lead is created for any employee in your organization. If you just want to set this up for your own account, use the New Lead (for your account) trigger.
Trigger
Polling
Try It
- QueueRequired
- Job Category
Trigger
Instant
Try It
- Completed By
- Form TypeRequired
Trigger
Instant
Try It
- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

New Lead (For Your Group)
Triggers when a new lead has been created for your group (or department), within the organization.
Trigger
Polling
Try It
- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- 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

About Mobilo Card

The Smart Business Card. Share your contact details with a tap and turn your meetings into leads. The only digital business card with data analytics and link tracking.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

CRM (Customer Relationship Management)

Mobilo Card + ServiceM8

Create clients in ServiceM8 from new leads in your Mobilo Card account

Supported triggers and actions

New Lead (For Your Account)

New Lead (For Your Organization)

Job Queued

New Form Response

Create Client

New Lead (For Your Group)

Job Completed

New Client

New Job

Create Job

About Mobilo Card

Related categories

Similar apps

Zapier Interfaces

About ServiceM8

Related categories

Similar apps

iFormBuilder

TrackVia

Device Magic