RP-1 + ServiceM8

Create new RP-1 contacts from new ServiceM8 clients

Streamline your client onboarding process with this workflow. When you add a new client in ServiceM8, their information is immediately transferred and a new contact is created in RP-1. Save time, eliminate manual data entry and ensure your customer information is consistently updated throughout your business tools.

When this happens...
New Client
Triggers when a new Client is created.
TriggerInstant
automatically do this!
Create Contact
Creates a Contact in the system
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- First Name
- Last Name
- Full Name
- Phone NumberRequired
- Email
- Tags
- Street
- City
- State
- Postal Code
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
- CampaignRequired
- Contact Id
- Phone
- First Name
- Last Name
- Full Name
- Email
- State
- City
- Street
- Postal Code
- Tags
Action
Write
- Campaign IdRequired
- Contact Id
- Phone
Action
Write

About RP-1

RP-1 is a tool to re-engage your existing customer database.

Related categories

Marketing Automation

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)

RP-1 + ServiceM8

Create new RP-1 contacts from new ServiceM8 clients

Supported triggers and actions

Job Completed

New Client

New Job

Create Job

Create Contact

Job Queued

New Form Response

Create Client

Add Contact to Campaign

Remove Contact From Campaign

About RP-1

Related categories

About ServiceM8

Related categories

Similar apps

iFormBuilder

TrackVia

Device Magic