ServiceM8 + WeQuote

Create jobs in ServiceM8 when new projects are created in WeQuote

Start working on your new projects right away with this seamless workflow. Whenever a new project is created in WeQuote, a job is immediately set up in ServiceM8. This avoids any delay in kickstarting your operation and ensures efficient project management, saving you time and effort. Benefit by keeping your projects and jobs perfectly aligned.

When this happens...
Project Created
Triggers when a Project is created
TriggerInstant
automatically do this!
Create Job
Creates a new job.
ActionWrite

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Supported triggers and actions

- Quote IDRequired
Trigger
Polling
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- Quote IDRequired
Trigger
Polling
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- Project IDRequired
- Supplier ID
- Status
Trigger
Polling
Try It
List Product
List all products in an organisation
Trigger
Polling
Try It
- Quote IDRequired
Trigger
Polling
Try It

List Suppliers
List the suppliers under your organisation
Trigger
Polling
Try It
Purchase Order Status Changed
Triggers when a PO status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
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Project Status Changed
Triggers when a Project status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
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Quote Status Changed
Triggers when a quote status is changed (Please allow up to 1 minute for changes to be sent to Zapier).
Trigger
Instant
Try It
- Quote IDRequired
- Area ID
- Product IDRequired
- QuantityRequired
- Category ID
- Cost Price
- Sell Price
Action
Write
- Original Quote IDRequired
- Customer IDRequired
- Quote Number
- Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
Action
Write
- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Write
- Customer IDRequired
- Contact ID
- Quote Number
- Quote Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
Action
Write
- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
Action
Write
- Quote IDRequired
Action
Write
- Customer Name
- Account Number
Action
Search
- Quote IDRequired
- Description
Action
Search
- Project IDRequired
- Purchase Order Number
- Supplier ID
- Status
Action
Search
- Quote Number
- Quote Description
Action
Search
- Supplier Name
Action
Search
- WeQuote IDRequired
Action
Search
- SKURequired
- Catalogue ID
Action
Search
- Area or Area Group IDRequired
Action
Search
- Customer NameRequired
- Account Number
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Phone Number
- Email Address
- Website URL
- Notes
Action
Search or write
- Quote Number
- Quote Description
- Customer IDRequired
- Contact ID
- Quote Description / NameRequired
- Assignee Email
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Postcode
- Country
- Currency ID
Action
Search or write
- QueueRequired
- Job Category
Trigger
Instant
Try It
- 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

- Quote IDRequired
Trigger
Polling
Try It
List Currencies
List all the currencies enabled in the Wequote account
Trigger
Polling
Try It
- Purchase Order IDRequired
Trigger
Polling
Try It
List Project
List the projects under your organisation
Trigger
Polling
Try It
List Subsystems
List all the subsystems in the organisation
Trigger
Polling
Try It
Purchase Order Created
Triggers when a PO is created
Trigger
Instant
Try It
Project Created
Triggers when a Project is created
Trigger
Instant
Try It
Quote Created
Triggers when a quote is created or cloned
Trigger
Instant
Try It
- Customer IDRequired
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Write
- Purchase Order IDRequired
- StatusRequired
Action
Write
- Project IDRequired
- Supplier IDRequired
Action
Write
- Purchase Order IDRequired
- QuantityRequired
- SKU
- Manufacturer Name
- Model
- Description
- Unit Cost
- Received Quantity
Action
Write
- Quote IDRequired
- Blank Revision
Action
Write
- Quote IDRequired
Action
Write
- Quote IDRequired
- TypeRequired
- Area Group ID
- DescriptionRequired
- Heading Content
- Image ID
Action
Search
- Quote IDRequired
- Description
Action
Search
- Customer IDRequired
- First Name
- Surname
Action
Search
- Project Number
- Description
Action
Search
- DescriptionRequired
Action
Search
- IDRequired
Action
Search
- Purchase Order IDRequired
Action
Search
- Project IDRequired
Action
Search
- Supplier IDRequired
Action
Search
- Customer IDRequired
- First Name
- Surname
- First NameRequired
- Surname
- Position
- Address Line 1
- Address Line 2
- Address Line 3
- Town
- County
- Country
- Postcode
- Mobile
- Email
Action
Search or write
- 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 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)

Similar apps

About WeQuote

WeQuote is a cloud-based quoting platform built for integrators to quote quickly. Stop manually adding parts and start quoting immediately.

Related categories

IT Operations

ServiceM8 + WeQuote

Create jobs in ServiceM8 when new projects are created in WeQuote

List Area

List Area Group

List Purchase Orders

List Product

List Quote Lines

List Suppliers

Purchase Order Status Changed

Project Status Changed

Quote Status Changed

Add Product to Quote

Clone a Quote

Create a Customer

Create a Quote

Create Area or Area Group

Get Quote Lines

Find Customer

Find Area Group

Find Purchase Order

Find Quote

Find Supplier

Get a Customer

Get Product

Get Area/Area Group

Find or Create Customer

Find or Create Quote

Job Queued

New Form Response

Create Client

List Area and Area Groups

List Currencies

List Purchase Order Lines

List Project

List Subsystems

Purchase Order Created

Project Created

Quote Created

Add Contact to Customer

Change Purchase Order Status

Create Blank Purchase Order

Create Custom PO Line

Create Revision of a Quote

Get a Quote

Create Area or Area Group

Find Area

Find a Contact

Find Project

Find Subsystems

Get a Contact

Get Purchase Order

Get Project

Get Supplier

Find or Add a Customer's Contact

Job Completed

New Client

New Job

Create Job

About ServiceM8

Related categories

Similar apps

iFormBuilder

TrackVia

Device Magic

About WeQuote

Related categories