monday.com + ServiceM8
Create items in monday.com for new ServiceM8 clients
Effortlessly keep track of new clients in your workflow with this ServiceM8 to monday.com integration. When a new client is added in ServiceM8, an item will be created in monday.com, ensuring seamless project management and organization. Save time and improve efficiency by having client information instantly available in your monday.com boards.
Effortlessly keep track of new clients in your workflow with this ServiceM8 to monday.com integration. When a new client is added in ServiceM8, an item will be created in monday.com, ensuring seamless project management and organization. Save time and improve efficiency by having client information instantly available in your monday.com boards.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Item
Create a new Item in a board
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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
