Discussions

Okay, so we solved that one. Before Jobs are really jobs, they are 1st leads. So we can code all the leads with a Job Status of Quotes, rather than Work Order. Except that's a lot of manual work. Almost all of my jobs come in as leads via our website via Zapier. So we need an API/Zapier solution to
assign the Job Status as Quote when they arrive, as opposed to Work Order, -which they aren't yet. Advise please.
Zac
Ah I see. Please give me a few minutes to check on our best option for this.
Ryan Curran
Take your time. I've been playing with every Tradie software package available, and I keep coming back to you, but I keep getting stuck when I do...
But of course I am also stuck on the others. But M8 seems to tug at me the most...
Zac
I completely understand and awesome to hear that you have taken interest in fully partnering with our app to your business! For this case though, you will need to contact our developers directly with regards to the API setup. You may post your query here so that they can get in touch with you directly.

https://developer.servicem8.com/discuss
Support
Ryan Curran
In Zapier the only available actions are:

Create Job
Create New Client

We need one more trigger:

Create New Quote

which would assign the Job Status of Quote instead of Work Order. Easy. Get 'er done Zac!

I completely understand. We would need you to post this query through the link I provided above so that our Developers can further assist you on the API setup on how you are integrated with Zapier.