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Airtable + ServiceM8

Create Airtable records with line items for every new ServiceM8 job

Efficiently manage job records with this workflow between ServiceM8 and Airtable. When a new job is created in ServiceM8, the process will automatically add a new record in Airtable, complete with line item support. Stay organized and streamline your job tracking process by connecting these two powerful tools.

Efficiently manage job records with this workflow between ServiceM8 and Airtable. When a new job is created in ServiceM8, the process will automatically add a new record in Airtable, complete with line item support. Stay organized and streamline your job tracking process by connecting these two powerful tools.

  1. When this happens...
    ServiceM8ServiceM8
    New Job

    Triggers when a new job is created.

    TriggerInstant
  2. automatically do this!
    AirtableAirtable
    Create Records (With Line Item Support)

    Creates up to 10 multiple new records with line item input

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Customer Name

    • Job StatusRequired

    • Job Address

    • Billing Address

    • Job Description

    • Purchase Order Number

    • Work Completed

    • Job Contact First Name

    • Job Contact Last Name

    • Job Contact Phone

    • Job Contact Mobile

    • Job Contact E-Mail Address

    • Billing Contact First Name

    • Billing Contact Last Name

    • Billing Contact Phone

    • Billing Contact Mobile

    • Billing Contact E-Mail

    Action
    Write
    • 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
    • BaseRequired

    • TableRequired

    • Limit to View

    • Include file contents?

    Trigger
    Scheduled
    Try It
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn moreHelp

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  • Databases

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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.

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