Microsoft Excel + ServiceM8 integrations
Add to Microsoft Excel table every time new jobs are queued in ServiceM8
Streamline your project management with this efficient workflow. When a job gets queued in ServiceM8, it instantly adds a row to a table in your Microsoft Excel. This not only helps in organizing your pending tasks, but also provides a clear overview of your ongoing projects. Enhance productivity and keep track of your activities with zero hassle.
- When this happens...Job QueuedTriggers when a Job is assigned to a Queue.
- automatically do this!Add Row to TableAdds a new row to the end of a specific table.
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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
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
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
Related Zap Templates
- Add new rows in Microsoft Excel when jobs are completed in ServiceM8
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- Create new Microsoft Excel rows for every new ServiceM8 client with ease









