ServiceM8 + Trello

Create Trello cards for new ServiceM8 queued jobs to easily manage and track progress

Efficiently manage your service jobs with this workflow that connects ServiceM8 and Trello. When a new job is queued in ServiceM8, it creates a Trello card, helping you stay organized and ensuring your team never misses a task. Streamline your job tracking process and save time with this powerful automation.

Efficiently manage your service jobs with this workflow that connects ServiceM8 and Trello. When a new job is queued in ServiceM8, it creates a Trello card, helping you stay organized and ensuring your team never misses a task. Streamline your job tracking process and save time with this powerful automation.

  1. When this happens...
    ServiceM8ServiceM8
    Job Queued

    Triggers when a Job is assigned to a Queue.

    TriggerInstant
  2. automatically do this!
    TrelloTrello
    Create Card

    Triggers when a new card is added.

    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
    • Job Category

    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
  • Trello triggers, actions, and search

    New Board

    Triggers when a new board is added.

    Trigger
    Scheduled
    Try It
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 more

Related categories

  • CRM (Customer Relationship Management)

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trello logo
trello logo

About Trello

Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Learn more

Related categories

  • Project Management

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