Quotient + ServiceM8

Create new Quotient contacts from ServiceM8 clients

Effortlessly manage your new clients by streamlining your contact creation process with this ServiceM8 to Quotient automation. Whenever you add a new client in ServiceM8, this workflow will automatically create a contact in your Quotient app, ensuring you have all the necessary information right at your fingertips. Say goodbye to manual data entry and hello to seamless client management.

Effortlessly manage your new clients by streamlining your contact creation process with this ServiceM8 to Quotient automation. Whenever you add a new client in ServiceM8, this workflow will automatically create a contact in your Quotient app, ensuring you have all the necessary information right at your fingertips. Say goodbye to manual data entry and hello to seamless client management.

  1. When this happens...
    ServiceM8ServiceM8
    New Client

    Triggers when a new Client is created.

    TriggerInstant
  2. automatically do this!
    QuotientQuotient
    Create Contact

    Creates a new Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
quotient logo
quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn more

Related categories

  • Proposal & Invoice Management
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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