Loading

KanbanFlow + ServiceM8

Create tasks in KanbanFlow from new form responses in ServiceM8

Stay on top of customer requests effortlessly with this seamless connection between ServiceM8 and KanbanFlow. When a new form response is submitted in ServiceM8, a corresponding task is immediately created in KanbanFlow. This facilitates real-time communication and efficient task management, eliminating the need for manual data transfers and saving valuable time. Improve your workflow efficiency, keep your team updated, and ensure a quick response to each customer query.

Stay on top of customer requests effortlessly with this seamless connection between ServiceM8 and KanbanFlow. When a new form response is submitted in ServiceM8, a corresponding task is immediately created in KanbanFlow. This facilitates real-time communication and efficient task management, eliminating the need for manual data transfers and saving valuable time. Improve your workflow efficiency, keep your team updated, and ensure a quick response to each customer query.

  1. When this happens...
    ServiceM8ServiceM8
    New Form Response

    Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

    TriggerInstant
  2. automatically do this!
    KanbanFlowKanbanFlow
    Create Task

    Creates a new task in a specific column/swimlane on the board.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
    • 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
    • Column

    • Swimlane

    Trigger
    Instant
    Try It
kanbanflow logo
kanbanflow logo

About KanbanFlow

KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
Learn moreHelp

Related categories

  • Project Management

Similar apps

Trello integrationsTrello integrations

Trello

Project Management
Planview AgilePlace integrationsPlanview AgilePlace integrations

Planview AgilePlace

Project Management
Kanban Tool integrationsKanban Tool integrations

Kanban Tool

Project Management
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.

Related categories

Similar apps

iFormBuilder integrationsiFormBuilder integrations

iFormBuilder

Forms & Surveys
TrackVia integrationsTrackVia integrations

TrackVia

Databases
Device Magic integrationsDevice Magic integrations

Device Magic

Forms & Surveys