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.
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 Client
Triggers when a new Client is created.
- automatically do this!Create a list
Triggers when a new list is created.
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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
