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Evernote + ServiceM8

Create notebooks in Evernote for new jobs in ServiceM8

Easily manage your ServiceM8 tasks with this workflow that takes every New Job and turns it into a sleek Evernote notebook. This integration ensures effective task management by creating an Evernote notebook for each ServiceM8 New Job, giving you a simple and efficient way to track and document your projects. A great solution for those seeking to streamline their project management process.

Easily manage your ServiceM8 tasks with this workflow that takes every New Job and turns it into a sleek Evernote notebook. This integration ensures effective task management by creating an Evernote notebook for each ServiceM8 New Job, giving you a simple and efficient way to track and document your projects. A great solution for those seeking to streamline their project management process.

  1. When this happens...
    ServiceM8ServiceM8
    New Job

    Triggers when a new job is created.

    TriggerInstant
  2. automatically do this!
    EvernoteEvernote
    Create Notebook

    Triggers when a new notebook is added to Evernote.

    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
    • Notebook

    Trigger
    Scheduled
    Try It
evernote logo
evernote logo

About Evernote

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices. Using Evernote for work? See Evernote Business.
Learn moreHelp

Related categories

  • Notes

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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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