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Microsoft Office 365 + ServiceM8

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.

  1. When this happens...
    ServiceM8ServiceM8
    New Client

    Triggers when a new Client is created.

    TriggerInstant
  2. automatically do this!
    Microsoft Office 365Microsoft Office 365
    Create Contact

    Creates a new contact.

    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
    • 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
office-365 logo
office-365 logo

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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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.

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