monday.com + ServiceM8

Create monday.com items for completed ServiceM8 jobs

Easily track completed jobs from ServiceM8 in monday.com with this efficient workflow. Whenever a job is marked as completed in ServiceM8, the automation will create a new item in your chosen monday.com board, ensuring your projects are always up-to-date. Save time and effort by connecting your service jobs with project management for a smooth, seamless process.

Easily track completed jobs from ServiceM8 in monday.com with this efficient workflow. Whenever a job is marked as completed in ServiceM8, the automation will create a new item in your chosen monday.com board, ensuring your projects are always up-to-date. Save time and effort by connecting your service jobs with project management for a smooth, seamless process.

  1. When this happens...
    ServiceM8ServiceM8
    Job Completed

    Triggers when a Job's status changes to Completed.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Job Category

    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search

    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Job Category

    Trigger
    Instant
    Try It
    • Customer 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

    Action
    Write
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
    • Board IDRequired

    Trigger
    Instant
    Try It
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Help

Related categories

  • Project Management

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servicem8 logo
servicem8 logo

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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