Integrate WPForms with ServiceM8
Send information between WPForms and ServiceM8 automatically, without writing any code, using Zoho Flow.
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Create a new job in ServiceM8 from new WPForms submissions
How it works
Create a new job in ServiceM8 from new WPForms submissions
WPForms + ServiceM8
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Supported triggers and actions
Integrate WPForms and ServiceM8 using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry made
Triggers when a new form entry is made
Material created
Triggers when a new material is created
Contact created or updated
Triggers when a contact is created or updated
Job created or updated
Triggers when a job is created or updated
Material created or updated
Triggers when new material is created or updated
Client created or updated
Triggers when a client is created or updated
Job queued
Triggers when a job is assigned to or removed from a queue
Form completed
Triggers when the specified form is completed
All Actions - Actions are the automated tasks
Add note
Creates a new note
Create job
Creates a new job
Create task
Creates a new task
Create job material
Creates a new job material
Create contact
Creates a new contact
Create material
Creates a new material
Create job activity
Creates a new job activity
Create client
Creates a new client
Update client
Updates the details of an existing client
Update contact
Updates the details of an existing contact by their UUID
Update job
Updates the details of an existing job
Update material
Updates the details of an existing material
Fetch material using item number
Fetches the details of an existing material using item number
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
Fetch contact
Fetches the details of an existing contact using their email address or ID or phone number
Fetch material using name
Fetches the details of an existing material using name
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
What is WPForms?
WP Forms is a drag and drop WordPress form builder that’s easy and powerful. It provides you with numerous customizable form templates for subscription forms, payment forms, and more.
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What is ServiceM8?
ServiceM8 is a cloud-based field service management solution that lets you track staff locations, navigate to jobs, manage your estimates and invoices, and more.
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