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Microsoft Dynamics 365 CRM + ServiceM8

Create ServiceM8 jobs from new Microsoft Dynamics 365 CRM contacts

Keep your CRM and job management in sync with this seamless automation. Whenever a new contact is added to Microsoft Dynamics 365 CRM, this workflow will create a job in ServiceM8 with the contact's details. Spend less time manually transferring information and focus on delivering excellent service to your clients.

Keep your CRM and job management in sync with this seamless automation. Whenever a new contact is added to Microsoft Dynamics 365 CRM, this workflow will create a job in ServiceM8 with the contact's details. Spend less time manually transferring information and focus on delivering excellent service to your clients.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    ServiceM8ServiceM8
    Create Job

    Creates a new job.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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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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