Email by Zapier + ServiceM8 + Pinch Payments
Create or update Pinch payers and send email when new clients are added to ServiceM8
If you are a Servicem8 customer and want to streamline the collection of payment methods to ensure that all of your invoices get paid on time, this is a great way to do it. With this Zap in place, you will automatically create or update a payer in Pinch Payments and then follow up with an email when they are added as a new client in Servicem8.
If you are a Servicem8 customer and want to streamline the collection of payment methods to ensure that all of your invoices get paid on time, this is a great way to do it. With this Zap in place, you will automatically create or update a payer in Pinch Payments and then follow up with an email when they are added as a new client in Servicem8.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this...Create or Update Payer
Create or Update a Payer
- then 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.
- Free forever for core features
- 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
