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.
- When this happens...New Form Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
- automatically do this!Create Task
Creates a new task in a specific column/swimlane on the board.
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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