Create ServiceM8 jobs from new or updated Maximizer CRM appointment entries
This workflow activates when there's a new or updated appointment entry in your Maximizer CRM. It then initiates a create job action in the ServiceM8 app. This automation process seamlessly transfers your appointment data, solving the problem of manual data entry. It helps keep your job scheduling updated and efficient, thereby enhancing customer service and operational efficiency.
This workflow activates when there's a new or updated appointment entry in your Maximizer CRM. It then initiates a create job action in the ServiceM8 app. This automation process seamlessly transfers your appointment data, solving the problem of manual data entry. It helps keep your job scheduling updated and efficient, thereby enhancing customer service and operational efficiency.
- When this happens...New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
- automatically do this!Create Job
Creates a new job.
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Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Try ItDate Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Try ItDate Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Try ItDate Notification for Case
Triggers when Case entry reaches notification date
Try It
Entry typeRequired
CriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Try ItCriteriaRequired
Select User Defined Fields (UDFs) to include
Try ItNew or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Try It