Connecteam + ServiceM8

Create new Connecteam jobs from each new ServiceM8 job automatically

Streamline your workflow by bridging ServiceM8 and Connecteam. With this automation, each time a new job is created in ServiceM8, a corresponding job will be swiftly set up in Connecteam. It simplifies your job management process, allowing you to focus on tasks that need your attention the most.

Streamline your workflow by bridging ServiceM8 and Connecteam. With this automation, each time a new job is created in ServiceM8, a corresponding job will be swiftly set up in Connecteam. It simplifies your job management process, allowing you to focus on tasks that need your attention the most.

  1. When this happens...
    ServiceM8ServiceM8
    New Job

    Triggers when a new job is created.

    TriggerInstant
  2. automatically do this!
    ConnecteamConnecteam
    Create Job

    Creates a new job in the app.

    ActionWrite
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Supported triggers and actions

    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    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
    • FormRequired

    Trigger
    Scheduled
    Try It
connecteam logo
connecteam logo

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Learn more

Related categories

  • Scheduling & Booking
servicem8 logo
servicem8 logo

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)

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