Clockify + ServiceM8
Create new projects in Clockify for every new client in ServiceM8
This workflow initiates when a new client is added in the ServiceM8 app, leading to the creation of a project in the Clockify app. This automation not only saves you valuable time but also aids in effortlessly maintaining consistency between your client management and project tracking. The seamless process ensures each new entry in ServiceM8 is recorded as a project in Clockify, making your task management more efficient and error-free.
This workflow initiates when a new client is added in the ServiceM8 app, leading to the creation of a project in the Clockify app. This automation not only saves you valuable time but also aids in effortlessly maintaining consistency between your client management and project tracking. The seamless process ensures each new entry in ServiceM8 is recorded as a project in Clockify, making your task management more efficient and error-free.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Project
Creates a project on a specified workspace.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
