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

Convert form submissions into actionable tasks to promptly address customer needs. This flow will create a job in ServiceM8 when a form is submitted in WPForms.


How it works
1. A form is submitted in WPForms.
2. Zoho Flow will create a job in ServiceM8.
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Create a new job in ServiceM8 from new WPForms submissions

WPForms + ServiceM8

Build your own integrations between WPForms and ServiceM8

Connect WPForms and ServiceM8 with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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

Job created or updated

Triggers when a job is created or updated

Material created or updated

Triggers when new material 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

Client created or updated

Triggers when a client is created or updated

Material created

Triggers when a new material is created

Contact created or updated

Triggers when a contact is created or updated

All Actions - Actions are the automated tasks

Add note

Creates a new note

Create job

Creates a new job

Create job material

Creates a new job material

Create material

Creates a new material

Create job activity

Creates a new job activity

Create contact

Creates a new contact

Create client

Creates a new client

Create task

Creates a new task

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 client

Fetches the details of an existing client using their ABN number or ID or name

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

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.

Forms WordPress Plugins

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.

Bookings/Scheduling FSM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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