Setup:
Follow this guide on getting your Payaca account setup with Zapier
Requirements:
Created ServiceM8 customers required fields: Billing contact name, billing contact email
Created ServiceM8 customers optional fields: Billing contact phone, billing details address, billing details city, billing details post code
Create a Zap using ServiceM8:
1. Add Trigger
2. Choose App & Event
App: "ServiceM8"
Trigger Event: "New Client"
3. Choose Account
Log in to your ServiceM8 account
4. Test trigger
Loads data from your account - This should fetch live data from your account (if for some reason this fails, demo data will be loaded)
6. Add Action
7. Choose App & Event
App: "Payaca"
Action Event: "Create Customer"
8. Choose Account
Log in to your Payaca account
9. Set up action
Customers Name: "Contact First Name" "Contact Last Name" (Add a space between the data labels)
Email: "Contact email"
Contact Number: "Contact Phone"
Address: "Address street"
City: "Address City"
Postcode: "Address Postcode"
5. Test action
Test & continue
6. Turn Zap on!
7. Test it out
Create a customer in ServiceM8 and check that a customer is created in Payaca