FreeAgent + ServiceM8

FreeAgent + ServiceM8 integrations

Create tasks in FreeAgent when jobs are completed in ServiceM8

Ensure tasks are promptly managed following the completion of a job in the ServiceM8 app by setting up this seamless workflow. As soon as a job is marked as complete, a new task will be created in your FreeAgent app, putting an end to manual data entry and delays. This automation not only increases efficiency but also helps you effectively manage your tasks and keep your project on track.

When this happens...
Job CompletedTriggers when a Job's status changes to Completed.
TriggerInstant
automatically do this!
Create TaskTriggers when a new task is added.
ActionWrite

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More things you can do with ServiceM8 and FreeAgent

Discover other triggers and actions you can use with ServiceM8 and FreeAgent

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- Customer Name
- Job Status
  Required
- 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
Action
Write
- Status
Trigger
Polling
Try It

New User
Triggers when a new user is added.
Trigger
Polling
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- Project
  Required
- Name
  Required
- Status
  Required
- Is Billable?
- Billing Rate
- Billing Period
Action
Write

- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
New Contact
Triggers when you add a new contact.
Trigger
Polling
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- Project
  Required
Trigger
Polling
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- Organisation Name
- First Name
- Last Name
- Email
- Phone Number
- Address (Line 1)
- Address (Line 2)
- Town
- Region
- Postcode
- Country
Action
Write

About FreeAgent

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing.

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Related categories

Accounting

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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Related categories

CRM (Customer Relationship Management)

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