Payaca + ServiceM8

Create ServiceM8 jobs when new Payaca quotes are accepted

Using ServiceM8 to manage your jobs? This integration can make you more efficient, automatically creating a new ServiceM8 job as soon as a Payaca quote is accepted.

When this happens...
Accepted Quote
Triggers when a quote accepted.
TriggerInstant
automatically do this!
Create Job
Creates a new job.
ActionWrite

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Supported triggers and actions

What does this mean?

Accepted Quote
Triggers when a quote accepted.
Trigger
Instant
Try It
Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
Try It
Updated Event
Triggers when an event is updated.
Trigger
Instant
Try It
- Customers nameRequired
- EmailRequired
- Contact number
- Address
- City
- Postcode
- Note
- Pipeline
- Tags
Action
Write
- QueueRequired
- Job Category
Trigger
Instant
Try It

- Completed By
- Form TypeRequired
Trigger
Instant
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- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

Created Event
Triggers when an event is created.
Trigger
Instant
Try It
Sent Quote
Triggers when a quote is sent.
Trigger
Instant
Try It
- Customers nameRequired
- EmailRequired
- Contact number
- Address
- City
- Postcode
Action
Write
- 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

About Payaca

Send professional quotes and invoices, manage customers and pricing, and take payment.

Help

Related categories

Sales & CRM

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Add new ServiceM8 clients as Payaca customers

Related Zap Templates

Add new ServiceM8 clients as Payaca customers

Payaca + ServiceM8

Create ServiceM8 jobs when new Payaca quotes are accepted

Accepted Quote

Sent Invoice

Updated Event

Create Deal

Contact number

Address

City

Postcode

Note

Pipeline

Tags

Job Queued

Job Category

New Form Response

Completed By

Create Client

Address

Billing Address

Fax Number

Website

First Name

Last Name

Phone Number

Mobile Number

E-Mail Address

Created Event

Sent Quote

Create Customer

Contact number

Address

City

Postcode

Job Completed

Job Category

New Client

New Job

Job Category

Create Job

Customer Name

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

About Payaca

Related categories

About ServiceM8

Related categories

Similar apps

iFormBuilder

TrackVia

Device Magic

Related Zap Templates

Related Zap Templates