ServiceM8 + Squarespace Forms

Create ServiceM8 clients from new Squarespace Forms form submissions

Effortlessly manage new client onboarding by connecting your Squarespace Forms forms to ServiceM8 using this automation workflow. When a visitor submits a form on your Squarespace Forms site, this workflow will create a client in ServiceM8, ensuring their information is easily accessible for future projects. Save time and simplify your client intake process with this seamless integration between Squarespace Forms and ServiceM8.

When this happens...
New Form Submission
Triggers when form submission is submitted.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

- FormRequired
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

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
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

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.

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