ServiceM8 + Microsoft SharePoint
ServiceM8 + Microsoft SharePoint
Create lists in Microsoft SharePoint for new clients in ServiceM8
Manage your new clients more efficiently with this ServiceM8 and Microsoft SharePoint automation. Streamline your operations by creating a new list in SharePoint every time a new client is added in ServiceM8. This workflow helps your team stay organized and up-to-date on all new clients, saving you time and enhancing your business processes.
- When this happens...New ClientTriggers when a new Client is created.
- automatically do this!
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More things you can do with ServiceM8 and Microsoft SharePoint
Discover other triggers and actions you can use with ServiceM8 and Microsoft SharePoint
- 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- Site
- Document Library
- Folder
Try ItTriggerPolling
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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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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