Microsoft Excel + ServiceM8
Add new rows in Microsoft Excel when jobs are completed in ServiceM8
Streamline your job completion process with this automation that connects ServiceM8 and Microsoft Excel. When a job is marked as completed in ServiceM8, a new row will be added to your Excel spreadsheet, ensuring your records stay up-to-date and organized. Save time by letting this workflow keep track of your completed tasks and maintain your Excel records seamlessly.
Streamline your job completion process with this automation that connects ServiceM8 and Microsoft Excel. When a job is marked as completed in ServiceM8, a new row will be added to your Excel spreadsheet, ensuring your records stay up-to-date and organized. Save time by letting this workflow keep track of your completed tasks and maintain your Excel records seamlessly.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- 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
