ClickUp + ServiceM8

Create tasks in ClickUp for new jobs in ServiceM8

Stay on top of your tasks efficiently with this smart workflow. Whenever a new job is created in ServiceM8, a corresponding task is instantly added in ClickUp. This prevents manual data entry, minimizes the chances of missing tasks, and ensures you can manage your work seamlessly from one platform. Enhance your productivity with this effective automation.

Stay on top of your tasks efficiently with this smart workflow. Whenever a new job is created in ServiceM8, a corresponding task is instantly added in ClickUp. This prevents manual data entry, minimizes the chances of missing tasks, and ensures you can manage your work seamlessly from one platform. Enhance your productivity with this effective automation.

  1. When this happens...
    ServiceM8ServiceM8
    New Job

    Triggers when a new job is created.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
    • WorkspaceRequired

    Trigger
    Instant
    Try It
clickup logo
clickup logo

About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.

Related categories

  • Project Management

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servicem8 logo
servicem8 logo

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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