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ServiceM8 + Tinylawn integrations
Create ServiceM8 clients from new Tinylawn leads
Save time entering contact details when a new inquiry reaches Tinylawn. This integration creates a ServiceM8 client automatically, with the customer’s name, phone, email, and service address so your team can follow up. Review the full request and requested timing in Tinylawn before arranging work.
Note: This creates a new client for each lead; it does not match existing clients or copy service notes, and it does not create a job or booking.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create ClientCreates a new client.
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More things you can do with Tinylawn and ServiceM8
Discover other triggers and actions you can use with Tinylawn and ServiceM8
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- 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
ActionWrite
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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