pulseM + ServiceM8

Send PulseM bios when new ServiceM8 jobs are created

Automate communication about your upcoming jobs with this Zapier integration. After you set it up, this ServiceM8-PulseM integration will send a bio whenever a new job is created on ServiceM8 so you don't have to do it manually.

When this happens...
New Job
Triggers when a new job is created.
TriggerInstant
automatically do this!
Send Bio
Send a pulseM Bio to your customer.
ActionWrite

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Supported triggers and actions

- 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
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write

- 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
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write
- Customer Phone
- Customer Email
- Customer Name
- Customer Address
- Technician
Action
Write

About pulseM

PulseM is a customer engagement tool for the home services market which helps you to stay connected with your customers.

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)

pulseM + ServiceM8

Send PulseM bios when new ServiceM8 jobs are created

Supported triggers and actions

Job Completed

New Client

New Job

Create Job

Send Contact Card

Job Queued

New Form Response

Create Client

Send Bio

Send pulseCheck

About pulseM

Related categories

Similar apps

Zapier Interfaces

About ServiceM8

Related categories

Similar apps

iFormBuilder

TrackVia

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