Evernote + ServiceM8

Evernote + ServiceM8 integrations

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.

When this happens...
New JobTriggers when a new job is created.
TriggerInstant
automatically do this!
Create NotebookTriggers when a new notebook is added to Evernote.
ActionWrite

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More things you can do with ServiceM8 and Evernote

Discover other triggers and actions you can use with ServiceM8 and Evernote

- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job Status
  Required
- 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
New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Polling
Try It

- Tag
  Required
- Notebook
Trigger
Polling
Try It
- Notebook
  Required
- Title
  Required
- Content
  Required
Action
Write

- Name
  Required
- Stack
Action
Write
- Title
  Required
- Notebook
- Tags
Action
Search
- Title
  Required
- Notebook
  Required
- Tags
- Make links public
- Content
  Required
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Search or write

- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- Rate_limit_warning
- Notebook
Trigger
Polling
Try It
- Notebook
Trigger
Polling
Try It
- Tags
  Required
- Note
  Required
Action
Write
- Notebook
  Required
- Make links public
- Title
  Required
- Content
  Required
- Tags
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Notebook
Action
Search
- Name
  Required
- Notebook
Action
Search or write

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.

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Related categories

Notes

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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