Microsoft Excel + ServiceM8
Microsoft Excel + ServiceM8
Microsoft Excel + ServiceM8 integrations
Add rows in Microsoft Excel for new ServiceM8 form responses
Effortlessly compile and organize your ServiceM8 form responses in Microsoft Excel by setting up this automation. Once activated, every time a new form response is submitted in ServiceM8, a row will be added in your Excel spreadsheet with the relevant information. Streamline your data management process and ensure every response is accounted for, improving your service tracking and customer follow-ups.
- When this happens...New Form ResponseTriggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
- automatically do this!Add RowAdds a new row to the end of a worksheet.
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More things you can do with ServiceM8 and Microsoft Excel
Discover other triggers and actions you can use with ServiceM8 and Microsoft Excel
- 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- Plan Restrictions
- Storage_source
- Folder
- WorkbookRequired
- WorksheetRequired
Try ItTriggerPolling
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Related categories
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
Documents
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.
Related categories
Similar apps
iFormBuilder
Forms & Surveys
TrackVia
Databases
Device Magic
Forms & Surveys
Related Zap Templates
- Add new rows in Microsoft Excel when jobs are completed in ServiceM8
- Add rows in Microsoft Excel for new jobs in ServiceM8
- Add new ServiceM8 jobs to Microsoft Excel rows for seamless organization
- Create new Microsoft Excel rows for every new ServiceM8 client with ease
- Manage new ServiceM8 jobs by adding rows to Microsoft Excel sheet immediately when jobs are queued