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ServiceM8 + Smartsheet

Add new ServiceM8 form responses to Smartsheet as rows for streamlined tracking

Effortlessly manage and organize your ServiceM8 form responses with this Smartsheet integration. When a new form response is received in ServiceM8, this workflow will add a row to your selected Smartsheet sheet. Now you can keep track of all your form submissions in one place, ensuring a streamlined process and better organization.

Effortlessly manage and organize your ServiceM8 form responses with this Smartsheet integration. When a new form response is received in ServiceM8, this workflow will add a row to your selected Smartsheet sheet. Now you can keep track of all your form submissions in one place, ensuring a streamlined process and better organization.

  1. When this happens...
    ServiceM8ServiceM8
    New Form Response

    Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

    TriggerInstant
  2. automatically do this!
    SmartsheetSmartsheet
    Add Row to Sheet

    Add a row to a sheet.

    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
    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
servicem8 logo
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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smartsheet logo
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About Smartsheet

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

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