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Question

Does servicem8 have a contact/client id?

  • 6 February 2024
  • 3 replies
  • 19 views
MagneticAA
Userlevel 1

Does servicem8 have a contact/client id? To be used as reference in Zapier, 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @MagneticAA 

Servicem8 Clients/Jobs should return an internal ID in Zap steps.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
MagneticAA
Userlevel 1

Hi @Troy Tessalone Thanks for your response. Is that something that can be mapped out? Because we want to put the ServiceM8 Contact ID against the Person record in Pipedrive - we have a field called Sm8 Client ID. 

Here’s the full scenario: When a new lead is added to Pipedrive > Create a client in SM8 > Update the SM8 Client ID under person (Pull from client created previously in SM8

Troy Tessalone
Userlevel 7
Badge +14

@MagneticAA 

Any data points returned from a Zap step can be mapped to following Zap steps.

 

When in doubt, test it out.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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