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Pipedrive CRM
ServiceM8

Create ServiceM8 clients from Pipedrive CRM persons

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Every time a new Pipedrive CRM person is added, Make will automatically create a new ServiceM8 client.

Categories
Service & Resource Management
Invoicing & Accounting
CRM

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Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

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Add a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action
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Add a Participant to a Deal

Adds a participant to a deal.

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Add a Product to a Deal

Adds a product to the deal.

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Add a Recurring Subscription

Adds a new recurring subscription to a deal.

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Add an Installment Subscription

Adds a new installment subscription.

Action
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Cancel a Recurring Subscription

Cancels a recurring subscription.

Action
ServiceM8
Create a Client

Creates a new client.

Action
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Create a Deal

Creates a deal.

Action
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Create a Job

Creates a new job.

Action

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