Birdeye + ServiceM8

Birdeye + ServiceM8 integrations

Create customers in Birdeye when jobs are completed in ServiceM8

Efficiently manage your customer data by connecting ServiceM8 and Birdeye with this seamless automation. When a job is marked as completed in ServiceM8, this workflow will create a new customer in Birdeye, allowing you to maintain accurate records and effectively engage with your clients. Streamline your customer management process and focus on delivering exceptional service.

When this happens...
Job CompletedTriggers when a Job's status changes to Completed.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer for a specified business.
ActionWrite

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More things you can do with ServiceM8 and Birdeye

Discover other triggers and actions you can use with ServiceM8 and Birdeye

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
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- Customer Name
- Job Status
  Required
- 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
- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
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New Refund
Triggers when a new refund is created in birdeye
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- Business Number
  Required
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- Business Number
  Required
- CRM Name
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- Parent Business Number
  Required
Trigger
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- Parent Business Number
  Required
Trigger
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- Business Number
  Required
Trigger
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- Business Id
  Required
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- External Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Event Name
  Required
- Location Business Number
  Required
- CRM Name
  Required
Action
Write
- business Number
  Required
- appointment Id
  Required
- Action
  Required
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

- Queue
  Required
- Job Category
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- Completed By
- Form Type
  Required
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- Business number
  Required
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
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- Business number
  Required
Trigger
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- Parent Business Number
  Required
Trigger
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New Invoice
Triggers when a new invoice is created in birdeye
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New Payment
Triggers when a new payment is created in birdeye
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Instant
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- Business Number
  Required
Trigger
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- Parent Business Number
  Required
Trigger
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- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To Email
  Required
- Ticket Status
- Ticket ID
  Required
- Parent Business Number
  Required
- User Email
  Required
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

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Related categories

Reviews

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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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Related Zap Templates

Create Birdeye customers from newly queued ServiceM8 jobs

Related Zap Templates

Create Birdeye customers from newly queued ServiceM8 jobs