Email by Zapier + ServiceM8 + Pinch Payments

Email by Zapier + ServiceM8 integrations

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.

When this happens...
New ClientTriggers when a new Client is created.
TriggerInstant
automatically do this...
Create or Update PayerCreate or Update a Payer
ActionWrite
then do this!
Send Outbound EmailSend 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.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with ServiceM8, Pinch Payments, and more

- 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
Payer Created Event
Triggers when a Payer is created.
Trigger
Polling
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Realtime Payment Event
Triggers when a realtime Payment occurs.
Trigger
Polling
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Subscription Cancelled Event
Triggers when a Subscription is cancelled.
Trigger
Polling
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Subscription Created Event
Triggers when a Subscription is created.
Trigger
Polling
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- Payer Id
- First Name
  Required
- Last Name
  Required
- Email Address
- Mobile Number
- Company Name
- Company Registration Number
- Street Address
- Suburb
- State
- Postcode
- Country
- Metadata
Action
Write
- Payment Id
- Payer Id
  Required
- Amount
  Required
- Transaction Date
  Required
- Description
Action
Write
- Plan Id
  Required
- Payer Id
  Required
- Total Amount
- Start Date
Action
Write
- PayerId
  Required
Action
Search
- Account_wide_copy
- Email address type
Trigger
Instant
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- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
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
Bank Results Event
Triggers when a Payer is created.
Trigger
Polling
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Payer Updated Event
Triggers when a Payer is updated.
Trigger
Polling
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Scheduled Process Event
Triggers when a Scheduled Payments are processed.
Trigger
Polling
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Subscription Complete Event
Triggers when a Subscription is completed.
Trigger
Polling
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- Event Type
Trigger
Polling
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- Payer Id
- First Name
- Last Name
- Email Address
- Mobile Number
- Source Id
- Token
- Amount
  Required
- Description
- Application Fee
Action
Write
- Payer Id
  Required
- Source Type
  Required
- Bank Account BSB
- Bank Account Number
- Bank Account Name
- Credit Card Token
Action
Write
- Event Id
  Required
Action
Search
- Subscription Id
  Required
Action
Search
- Setup Directions
Trigger
Instant
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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

Zapier

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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About Pinch Payments

Pinch Payments is a PCI Compliant, Australian payments platform offering automated bank account, direct debit, and credit card payments for standard and repeating invoices or standalone transactions.

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Related categories

Payment Processing

Related Zap Templates

Send outbound emails via Email by Zapier when jobs are completed in ServiceM8