Create folders in OneDrive for new jobs in ServiceM8
Organize your ServiceM8 jobs efficiently with this workflow, which creates a new folder in OneDrive whenever a new job is added in ServiceM8. Keep your job-related files centralized and easy to access in the cloud, ensuring a well-structured document management system and improved productivity.
Organize your ServiceM8 jobs efficiently with this workflow, which creates a new folder in OneDrive whenever a new job is added in ServiceM8. Keep your job-related files centralized and easy to access in the cloud, ensuring a well-structured document management system and improved productivity.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Folder
Creates a new folder.
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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