Create tasks in Microsoft To Do when new jobs are queued in ServiceM8
Organize your workload effectively with this streamlined workflow. When a new job is queued in ServiceM8, a corresponding task is instantly created in Microsoft To Do. This automation ensures no job is overlooked, boosting productivity and efficiency in managing your service appointments. Experience a seamless integration of your scheduling and tasks, tailored for optimal task management.
Organize your workload effectively with this streamlined workflow. When a new job is queued in ServiceM8, a corresponding task is instantly created in Microsoft To Do. This automation ensures no job is overlooked, boosting productivity and efficiency in managing your service appointments. Experience a seamless integration of your scheduling and tasks, tailored for optimal task management.
- When this happens...Job Queued
Triggers when a Job is assigned to a Queue.
- automatically do this!Create Task
Triggers when a new task is created.
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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