ServiceM8 + Tally integrations
Create new ServiceM8 jobs from new Tally submissions
Effortlessly streamline your work process with this workflow. When there's a new submission in Tally, a job is instantly created in ServiceM8. This seamless automation allows you to focus on essential tasks, promoting optimal use of time and increased productivity. It's the perfect solution for those seeking to improve operational efficiency in an effortless, efficient manner.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Create JobCreates a new job.
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More things you can do with Tally and ServiceM8
Discover other triggers and actions you can use with Tally and ServiceM8
- Select a formRequired
Try ItTriggerInstant- 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
- 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
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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The simplest way to create beautiful forms and surveys, for free.
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