Quotient + ServiceM8
Quotient + ServiceM8
Quotient + ServiceM8 integrations
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.
- When this happens...New ClientTriggers when a new Client is created.
- automatically do this!Create ContactCreates a new Contact.
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More things you can do with ServiceM8 and Quotient
Discover other triggers and actions you can use with ServiceM8 and Quotient
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- Quote Accepted
Triggers when a Quote is Accepted.
Try ItTriggerInstant
About Quotient
Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
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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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