Create new Microsoft Office 365 contacts for new ServiceM8 clients
Stay organized and efficient by instantly updating your Microsoft Office 365 contacts when a new client is added in ServiceM8. With this seamless workflow, all new client information from ServiceM8 is swiftly transferred to your Office 365 contact list in real time, ensuring you never miss a detail. Simplify your client management process, eliminate manual data entry, and always have your contacts up-to-date.
Stay organized and efficient by instantly updating your Microsoft Office 365 contacts when a new client is added in ServiceM8. With this seamless workflow, all new client information from ServiceM8 is swiftly transferred to your Office 365 contact list in real time, ensuring you never miss a detail. Simplify your client management process, eliminate manual data entry, and always have your contacts up-to-date.
- When this happens...New Client
Triggers when a new Client 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