Google Sheets + ServiceM8
Create ServiceM8 clients from new or updated rows in Google Sheets
Keep your client information updated and organized with this dynamic workflow. When you add or revise details in your Google Sheets, it will instantly build a new client profile in ServiceM8. Save time with this automatic information transfer that ensures your records are always accurate, keeping your business operations seamless and efficient.
Keep your client information updated and organized with this dynamic workflow. When you add or revise details in your Google Sheets, it will instantly build a new client profile in ServiceM8. Save time with this automatic information transfer that ensures your records are always accurate, keeping your business operations seamless and efficient.
- When this happens...New or Updated Spreadsheet Row
Triggers when a new row is added or modified in a spreadsheet.
- automatically do this!Create Client
Creates a new client.
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Dont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
Try ItDont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
Dont Change Sheet Structure
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDont Change Sheet Structure
Drive
SpreadsheetRequired
WorksheetRequired
Trigger column
Try ItDrive
SpreadsheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Use Timezone set up on the spreadsheet to format date values?
