KanbanFlow + ServiceM8
KanbanFlow + ServiceM8
KanbanFlow + ServiceM8 integrations
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.
- When this happens...New Form ResponseTriggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
- automatically do this!Create TaskCreates a new task in a specific column/swimlane on the board.
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More things you can do with ServiceM8 and KanbanFlow
Discover other triggers and actions you can use with ServiceM8 and KanbanFlow
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- Column
- Swimlane
Try ItTriggerInstant
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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.
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