Microsoft Outlook + ServiceM8
Create draft emails in Microsoft Outlook from new form responses in ServiceM8
Streamline your customer service communication with this workflow. Whenever a new form response is received in ServiceM8, a draft email will be set up in your Microsoft Outlook, ready for your review and personal touch before sending. This efficient process ensures timely replies and enhances client communication.
Streamline your customer service communication with this workflow. Whenever a new form response is received in ServiceM8, a draft email will be set up in your Microsoft Outlook, ready for your review and personal touch before sending. This efficient process ensures timely replies and enhances client communication.
- When this happens...New Form Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
- Free forever for core features
- 14 day trial for premium features & apps
Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
