Wufoo is a cloud-based tool for creating various type of forms online which you can share to your peers or customers. This article will teach on how you can take advantage of this amazing tool with ServiceM8's Inbox job card feature.
Create a form in Wufoo's website
1. In the field properties, set the Field Label as ServiceM8's Field Code. For example: "First Name:"
2. A complete sample form
3. Once you have completed the form creation, click Save Form.
Tip: To get the list of available field codes to use, please refer to this article - How the inbox job card auto-fill feature works.
Right after you hit Save Form it will prompt you with this dialog box, click "Setup email notifications for this form".
Enter your ServiceM8 inbox email address into the "Your Email Address" textbox as shown below and click Save
From the Form Manager, click View to run a form
Fill out the form then click Submit
Now, go to your ServiceM8's Inbox and click it to launch mailbox
Select the email about the form you have created and submitted from Wufoo
Click "Show..." to display more information.
Now click the "Convert to job" button to turn the email message to a job
A confirmation message will appear that it's now converted to job and its job number.
That's it, you have now successfully converted a Wufoo's form to job in ServiceM8!