monday.com + ServiceM8
Create new monday.com boards for every new ServiceM8 client
Stay organized and efficient with this workflow. When a new client joins your ServiceM8 network, a corresponding board is instantly created in your monday.com app. This seamless transition allows you to easily manage client-related tasks, enhancing your client management and onboarding process. Enjoy a simplified way of doing business, where each new client on ServiceM8 leads to a new board on monday.com.
Stay organized and efficient with this workflow. When a new client joins your ServiceM8 network, a corresponding board is instantly created in your monday.com app. This seamless transition allows you to easily manage client-related tasks, enhancing your client management and onboarding process. Enjoy a simplified way of doing business, where each new client on ServiceM8 leads to a new board on monday.com.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Board
Creates a new board
- Free forever for core features
- 14 day trial for premium features & apps
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
