ServiceM8 + Striven integrations
Create Striven sales orders from completed ServiceM8 jobs
When a job is completed in ServiceM8, this workflow initiates to generate a sales order in Striven. This way, every job executed leads directly to the creation of an order, streamlining your process and ensuring no task goes unaccounted. Watch your productivity soar as you simplify and centralize your procedures, enhancing your business management capabilities.
- When this happens...Job CompletedTriggers when a Job's status changes to Completed.
- automatically do this!Create Sales OrderCreates a new Sales Order.
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More things you can do with ServiceM8 and Striven
Discover other triggers and actions you can use with ServiceM8 and Striven
- 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- FirstName
- LastName
- Email
- Phone
- CustomerName
- CustomerNumber
- Category
- ReferralSource
- Website
- CreditLimit
ActionWrite
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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