Sage Accounting + ServiceM8
Create new customers in Sage Accounting when new clients appear in ServiceM8
When a new client is added in ServiceM8, streamline your workflow by having their details swiftly transferred to Sage Accounting to create a new customer. This simple automation saves you valuable time and reduces the risk of manual data entry errors. With each new ServiceM8 client, a corresponding customer profile is created in Sage Accounting, yielding a more organized and efficient system for managing client information.
When a new client is added in ServiceM8, streamline your workflow by having their details swiftly transferred to Sage Accounting to create a new customer. This simple automation saves you valuable time and reduces the risk of manual data entry errors. With each new ServiceM8 client, a corresponding customer profile is created in Sage Accounting, yielding a more organized and efficient system for managing client information.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Customer
Creates a new customer.
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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
