Parsio + ServiceM8

Create new ServiceM8 jobs from parsed Parsio documents

Streamline your project management by instantly creating a new job in ServiceM8 whenever a document gets parsed in Parsio. This integration creates an efficient workflow, saving you the hassle of manual data input between these two platforms. As a result, you can focus more on completing jobs, and less on administrative tasks.

When this happens...
Document Parsed
Triggers when a document is parsed (new or old document). If a document contains table fields, they will be passed as nested arrays.
TriggerInstant
automatically do this!
Create Job
Creates a new job.
ActionWrite

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Supported triggers and actions

- MailboxRequired
Trigger
Instant
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- MailboxRequired
Trigger
Instant
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- MailboxRequired
- FilenameRequired
- DocumentRequired
- Custom Payload (optional)
Action
Write
- QueueRequired
- Job Category
Trigger
Instant
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- 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

- MailboxRequired
Trigger
Instant
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- MailboxRequired
- TableRequired
Trigger
Instant
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- 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 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 Parsio

Parsio is an AI-powered document extraction tool. Extract structured data from your PDFs, emails and other documents, automatically.

Learn more

Related categories

Documents

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