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Question

Servicem8 Zap: Missing client name & email

  • 19 April 2024
  • 3 replies
  • 13 views
S

Hello,

 

So im trying to create some zaps to move clients round in my aweber.

 

Now i have a couple of jobs that when testing my zap, it finds the job, and address, but shows no data in the servicem8 client name and email address.

 

however all this information is in my servicem8.

 

What could be causing some jobs to show no data? all my clients in servicem8 are created using the servicem8 form so all the information fields are the same

3 replies

ken.a
Userlevel 7
Badge +6

Hi there @SmartOhm,

Welcome to the Community! 🎉

I did some digging into our notes, and it seems like this is due to unfortunate quirk of how ServiceM8 saves customer data. When you first save a job, we auto-generate a Client (i.e. company) record using the data from the job you just saved. If that job includes the email address, then it will be included in the Company record. However, further changes to the Job's email address will not update the Company record.

This means that if you save a Job without an email address for a new client, then add the email address to the Job, the client will not have an associated email address. We understand that this can be confusing but it's a pretty low-level change which would have many consequences, so it's unlikely to change in the short term.

If the Job has an email address before it is saved for the first time, it will come through in the triggers.

Hopefully, this helps.

S

Thanks for your reply,

 

however all my customers are input into servicem8 the same way, using the servicem8 form.

 

however im still having issues with certain records showing no data, even though zapier has already added them to my aweber customer list.

 

im trying to update customers in my aweber as they move around my servicem8 with the different Ques etc. however numerous records arent visible, even though zapier has picked them up initially to input them into servicem8

ken.a
Userlevel 7
Badge +6

Thanks for the clarification @SmartOhm!

Could you please send a screenshot of the Data IN/OUT trigger and action steps in the Zap History that shows those missing data?

I'll be keeping an eye out for your response!

Reply


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