Microsoft Outlook + ServiceM8
Create new Microsoft Outlook contacts from new ServiceM8 jobs
Streamline your business operations with this efficient workflow. When a New Job is introduced in ServiceM8, a corresponding contact will be created within your Microsoft Outlook. This enables a seamless flow of information between the two platforms, enhancing your productivity and keeping your contacts updated without any manual intervention. Perfect for businesses looking to optimize customer management and communication.
Streamline your business operations with this efficient workflow. When a New Job is introduced in ServiceM8, a corresponding contact will be created within your Microsoft Outlook. This enables a seamless flow of information between the two platforms, enhancing your productivity and keeping your contacts updated without any manual intervention. Perfect for businesses looking to optimize customer management and communication.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Contact
Creates a new contact.
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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
