Cardly + ServiceM8

Cardly + ServiceM8 integrations

Send Cardly cards for newly completed ServiceM8 jobs

Once this Zapier template is running, whenever a new job is completed in ServiceM8, Cardly will send a personal thank you card or review request to the client.

When this happens...
Job CompletedTriggers when a Job's status changes to Completed.
TriggerInstant
automatically do this!
Send a CardSend a card using a template and selected artwork.
ActionWrite

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More things you can do with ServiceM8 and Cardly

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

- 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
Instant
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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
- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Trigger
Instant
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- Email Address
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Contact ID
  Required
- Enable Test Mode
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Shipping Method
  Required
- Recipient's First Name
  Required
- Recipient's Last Name
- Recipient Company
- Recipient Country
  Required
- Recipient Address
  Required
- Recipient Address Line 2
- Recipient Suburb/City
  Required
- Recipient ZIP/Postcode
  Required
- Specify Sender Details
- Hide Sender Address
- Target Arrival Date
- External Order Number
- Enable Test Mode
Action
Write

- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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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
- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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- Restrict to Contact List(s)
Trigger
Instant
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QR Code Scanned
Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
Trigger
Instant
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- Contact List
  Required
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Cardly Contact Identifier
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- List Name
  Required
- List Description
- Add Custom Fields?
- Enable Test Mode
Action
Write

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

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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.

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CRM (Customer Relationship Management)

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