Insightly + ServiceM8
Create ServiceM8 jobs from updated Insightly records
Optimize your workflow between Insightly and ServiceM8 with this simple, yet powerful automation. When you update a record field in Insightly, a corresponding job in ServiceM8 is created instantly. This process not only ensures your data is consistently updated on both platforms, but also saves you valuable time, eliminating the need for repetitive manual data entry.
Optimize your workflow between Insightly and ServiceM8 with this simple, yet powerful automation. When you update a record field in Insightly, a corresponding job in ServiceM8 is created instantly. This process not only ensures your data is consistently updated on both platforms, but also saves you valuable time, eliminating the need for repetitive manual data entry.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Job
Creates a new job.
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