Create integrations between ServiceM8 and Salesmate
Add Note in Salesmate when Job Completed in Servicem8
Create Activity in Salesmate when Job Completed in Servicem8
Create Company in Salesmate when Job Completed in Servicem8
Search User in Salesmate when Job Completed in Servicem8
Create Contact in Salesmate when Job Completed in Servicem8
Create Deal in Salesmate when Job Completed in Servicem8
Update Activity in Salesmate when Job Completed in Servicem8
Update Company in Salesmate when Job Completed in Servicem8
Update Contact in Salesmate when Job Completed in Servicem8
Update Deal in Salesmate when Job Completed in Servicem8
Actions and Triggers
When this happensTriggers
Job Completed
Triggers when a Job's status changes to Completed.
New Client
Triggers when a new Client is created.
New Job
Triggers when a new job is created.
Job Queued
Triggers when a Job is assigned to a Queue.
New Form Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Do thisActions
Create a Client
Create a new client
List All Client
Get an existing client list
Create Job
Create a new Job.
List Jobs
List all the jobs.
Create Job Queue
Create a new job queue.
Add Note
Adds Note based on previous step.
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Frequently Asked Questions
About ServiceM8
ServiceM8 is a field service management software that helps businesses manage jobs, schedule work, and streamline operations. It is designed to assist service-based businesses in improving efficiency and customer satisfaction.
Learn MoreAbout Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn More
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