Google Sheets + ServiceM8

Create new ServiceM8 clients from new Google Sheets rows

Simplify your client management process with this efficient workflow. Whenever you add a new row in your Google Sheets, a fresh client is swiftly created within ServiceM8. This keeps your client list consistently updated and fresh, freeing up your time for more focused work on your business. Experience the benefits of this seamless connection between Google Sheets and ServiceM8 today.

When this happens...
New Spreadsheet Row
Triggers when a new row is added to the bottom of a spreadsheet.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

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Supported triggers and actions

What does this mean?

- Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Drive
Trigger
Scheduled
Try It
- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Column NameRequired
- Index
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write

- TitleRequired
- Spreadsheet to Copy
- Headers
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
Action
Search or 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

- No Team Drive
- SpreadsheetRequired
- WorksheetRequired
Trigger
Instant
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- Spreadsheet Containing the Worksheet to CopyRequired
- Worksheet to CopyRequired
- Copy Worksheet Destination
Action
Write
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite existing worksheets
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
- Background Color
- Text Color
- Text Bold
- Text Italic
- Text Strikethrough
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Drive
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
- Supporting Lookup Column
- Supporting Lookup Value
- Search from last row
- Row Count
Action
Search
- Drive
- SpreadsheetRequired
- WorksheetRequired
- ColumnsRequired
- Row CountRequired
- First Row
Action
Search
- Drive
- SpreadsheetRequired
- TitleRequired
- Headers
- Overwrite existing worksheets
Action
Search or write
- Job Category
Trigger
Instant
Try It
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

About Google Sheets

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

Learn more Help

Related categories

Similar apps

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Create multiple rows in Google Sheets for each new client in ServiceM8

Update Google Sheets rows when jobs are completed in ServiceM8

Google Sheets + ServiceM8

Create new ServiceM8 clients from new Google Sheets rows

New Spreadsheet Row (Team Drive)

Drive

New Spreadsheet

Drive

New or Updated Spreadsheet Row

No Team Drive

Trigger Column

Create Spreadsheet Column

Drive

Index

Create Multiple Spreadsheet Rows

Drive

Create Spreadsheet

Spreadsheet to Copy

Headers

Clear Spreadsheet Row

Drive

Update Spreadsheet Row

Drive

API Request (Beta)

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Find Worksheet

Drive

Lookup Spreadsheet Row

Drive

Supporting Lookup Column

Supporting Lookup Value

Search from last row

Find or Create Row

Drive

Supporting Lookup Column

Supporting Lookup Value

Search from last row

Job Queued

Job Category

New Form Response

Completed By

Create Client

Address

Billing Address

Fax Number

Website

First Name

Last Name

Phone Number

Mobile Number

E-Mail Address

New Spreadsheet Row

No Team Drive

New or Updated Spreadsheet Row (Team Drive)

Drive

Trigger Column

New Worksheet

Drive

Create Spreadsheet Row

Drive

Copy Worksheet

Drive

Copy Worksheet Destination

Create Worksheet

Drive

Headers

Overwrite existing worksheets

Format Spreadsheet Row

Drive

Background Color

Text Color

Text Bold

Text Italic

Text Strikethrough

Update Spreadsheet Row(s)

Drive

Lookup Spreadsheet Rows (Advanced)

Drive