ServiceM8 + Microsoft SharePoint
ServiceM8 + Microsoft SharePoint
ServiceM8 + Microsoft SharePoint integrations
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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