Send outbound emails with Email by Zapier for new clients in ServiceM8
Automate your communication process with new clients from ServiceM8. Once set up, each time you acquire a new client in ServiceM8, this workflow lets you send an outbound email via Email by Zapier to welcome them, send necessary information or follow-up details. This not only streamlines your business process but saves you precious time as well.
Automate your communication process with new clients from ServiceM8. Once set up, each time you acquire a new client in ServiceM8, this workflow lets you send an outbound email via Email by Zapier to welcome them, send necessary information or follow-up details. This not only streamlines your business process but saves you precious time as well.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
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- 14 day trial for premium features & apps
Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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