Parsio + ServiceM8

Create new clients in ServiceM8 whenever documents are parsed in Parsio

Maximize your productivity by integrating Parsio and ServiceM8. When a new document gets processed inside Parsio, this workflow will create a new client in ServiceM8. This means you no longer need to worry about manual data input from one app to another, saving you time and increasing efficiency. Leverage this seamless interaction between apps to keep your client management smooth and error-free.

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 Client
Creates a new client.
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