Microsoft Excel + ServiceM8
Microsoft Excel + ServiceM8
Microsoft Excel + ServiceM8 integrations
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.
- When this happens...Job CompletedTriggers when a Job's status changes to Completed.
- 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
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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.
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Forms & Surveys
TrackVia
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Forms & Surveys
Related Zap Templates
- Add rows in Microsoft Excel for new ServiceM8 form responses
- 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