Google Sheets + ServiceM8

Add new ServiceM8 clients to a Google Sheets spreadsheet as rows

Effortlessly track new clients from ServiceM8 with this seamless connection to Google Sheets. When you add a new client in ServiceM8, this workflow creates a new row in your chosen Google Sheets spreadsheet, helping you maintain an organized record of your clients and enhancing your business management process.

Effortlessly track new clients from ServiceM8 with this seamless connection to Google Sheets. When you add a new client in ServiceM8, this workflow creates a new row in your chosen Google Sheets spreadsheet, helping you maintain an organized record of your clients and enhancing your business management process.

  1. When this happens...
    ServiceM8ServiceM8
    New Client

    Triggers when a new Client is created.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Job Category

    Trigger
    Instant
    Try It
    • 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

    Action
    Write
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn moreHelp

Related categories

  • Google
  • Spreadsheets

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servicem8 logo
servicem8 logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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