Airtable + ServiceM8
Airtable + ServiceM8
Airtable + ServiceM8 integrations
Manage new clients in ServiceM8 by creating records in Airtable
With this workflow, whenever a new client is added on your ServiceM8, a corresponding record is created on Airtable. This efficient method keeps your client information organized and consistent across platforms without extra manual work. Streamline your onboarding process, ensuring every new client is properly documented in your Airtable, keeping your client data up-to-date.
- When this happens...New ClientTriggers when a new Client is created.
- automatically do this!Create RecordCreates a new record with auto-populating fields.
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More things you can do with ServiceM8 and Airtable
Discover other triggers and actions you can use with ServiceM8 and Airtable
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Try ItTriggerPolling
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.
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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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