Google Sheets + ServiceM8
Create multiple rows in Google Sheets for each new client in ServiceM8
Easily keep track of new clients in the ServiceM8 app by creating multiple rows in a Google Sheets document with this workflow. It captures necessary details whenever a new client is added on ServiceM8 and uses this information to populate new rows for seamless organization in Google Sheets. This automation not only saves you time but also helps eliminate potential data entry errors while ensuring your client information stays updated and accessible.
Easily keep track of new clients in the ServiceM8 app by creating multiple rows in a Google Sheets document with this workflow. It captures necessary details whenever a new client is added on ServiceM8 and uses this information to populate new rows for seamless organization in Google Sheets. This automation not only saves you time but also helps eliminate potential data entry errors while ensuring your client information stays updated and accessible.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
