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ServiceM8 + Microsoft SharePoint

Create list items in Microsoft SharePoint for every new job in ServiceM8

Improve your business workflow by connecting ServiceM8 and Microsoft SharePoint. With this automation, every time a new job is added in ServiceM8, a corresponding list item is created in Microsoft SharePoint. This keeps your team up-to-date and ensures everyone is working from the same information, enhancing collaboration and productivity.

Improve your business workflow by connecting ServiceM8 and Microsoft SharePoint. With this automation, every time a new job is added in ServiceM8, a corresponding list item is created in Microsoft SharePoint. This keeps your team up-to-date and ensures everyone is working from the same information, enhancing collaboration and productivity.

  1. When this happens...
    ServiceM8ServiceM8
    New Job

    Triggers when a new job is created.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create List Item

    Creates a new item on a list.

    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
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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.
Learn moreHelp

Related categories

  • Scheduling & Booking

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About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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