OneDrive + ServiceM8 integrations
Create new OneDrive folders for every new client in ServiceM8
When a new client is added in ServiceM8, streamline your workflow by immediately creating a folder in OneDrive. This automation ensures an organized storage system and allows for rapid retrieval of all related documents, invoices, and correspondence for each client. Save time on administrative tasks and focus on delivering top-notch services to your customers.
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- automatically do this!
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More things you can do with ServiceM8 and OneDrive
Discover other triggers and actions you can use with ServiceM8 and OneDrive
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- Folder
Try ItTriggerPolling
OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Related categories
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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