Microsoft Excel + ServiceM8
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.
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 Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
