ServiceM8 + WhatsApp Notifications

Send WhatsApp Notifications for new clients in ServiceM8

Streamline your communication with new clients from ServiceM8 with this efficient automation. As soon as you add a new client in ServiceM8, it swiftly sends a message via your WhatsApp Notifications. This workflow saves you time, ensuring every new client receives a prompt and consistent welcome message while eliminating manual data entry tasks.

When this happens...
New Client
Triggers when a new Client is created.
TriggerInstant
automatically do this!
Send Message
Sends a message to a WhatsApp user.
ActionWrite

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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

- 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
- TemplateRequired
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.

Learn more