ServiceM8 + Trello

ServiceM8 + Trello integrations

"enable organized tracking by adding checklists to Trello cards for every new job queued in ServiceM8"

This workflow streamlines your project management by creating a checklist in Trello instantly whenever a new job is queued in ServiceM8. Simplify your project tracking process, ensure tasks are completed on time, and minimize manual data entry with this convenient integration. Your team can easily follow a project's progress and prioritize tasks, enhancing productivity and efficiency.

When this happens...
Job QueuedTriggers when a Job is assigned to a Queue.
TriggerInstant
automatically do this!
Add Checklist to CardTriggers when a new checklist is created in Trello.
ActionWrite

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More things you can do with ServiceM8 and Trello

Discover other triggers and actions you can use with ServiceM8 and Trello

- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job Status
  Required
- 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
- Board ID
- List ID
- Filter
Trigger
Polling
Try It

- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It

- Board ID
- Card ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
New Notification
Triggers when you get a new notification in Trello.
Trigger
Polling
Try It
- Board ID
  Required
- Member ID
  Required
- Membership Type
  Required
- Allow Billable Guest
Action
Write
- Board ID
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Label ID
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- Member ID(s)
  Required
- List ID
- Card ID
  Required
Action
Write
- Board ID
  Required
- List ID
  Required
- Name
  Required
- Description
- Label ID
- Custom_labels
- Card Position
- Member ID(s)
- Start Date
- Due Date
- File Attachments
- URL Attachments
- Checklist Name
- Checklist Items
- Cover Info
- Card Color
- Brightness
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
  Required
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
- Checklist ID
  Required
Action
Write
- Board
  Required
- Name
  Required
Action
Write
- Action ID
  Required
Action
Search
- Board ID
  Required
- Label Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
- Search
  Required
Action
Search
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Search
  Required
Action
Search
- Label ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Organization ID
  Required
Action
Search
- Organization
- Board
- List Name
- Keyword
- Member
- Label
- Due Date Filter
- Has Filter
- Only Starred Boards
- Open Cards Only
- Cards Limit
Action
Search
- Board ID
  Required
- Label Name
  Required
- Color
Action
Search or write
- Board ID
  Required
- List ID
- Card ID
  Required
- Search
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Search or write

- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
New Board
Triggers when a new board is added.
Trigger
Polling
Try It
- Board ID
- List ID
- Card ID
Trigger
Polling
Try It
- Activity
  Required
- Board ID
- List ID
- Card ID
Trigger
Instant
Try It
- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Trigger
Polling
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- Label ID
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Polling
Try It
- Board ID
  Required
- List ID
- Card ID
  Required
- Checklist ID
  Required
- Checklist Item Name
  Required
- Checklist Item Position
Action
Write
- Organization ID
- Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
- List ID
- Card ID
  Required
- File Attachments
- URL Attachments
Action
Write
- Board ID
  Required
- From List ID
- Card ID
  Required
- To Board ID
- To List ID
  Required
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Card Name
- Card Description
- Overwrite Description
- Card Start Date
- Card Due Date
- Due Complete
- Card Position
- Card Closed
- Cover Info
- Card Color
- Brightness
- Attachment ID
- URL
- Size
- Location Info
- Coordinates
- Address
- Location
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Checklist Name
  Required
- Checklist to Copy ID
- Checklist Items
- Checklist Position
Action
Write
- Board ID
- List ID
- Card ID
  Required
- Comment Text
  Required
Action
Write
- Board ID
  Required
- Name
  Required
- Organization ID
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Write
- Board ID
  Required
- Label Name
  Required
- Color
Action
Write
- Board ID
  Required
- List ID
- Card ID
  Required
- Label ID
  Required
Action
Write
- Board ID
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search
- Card ID
  Required
Action
Search
- Checklist ID
  Required
Action
Search
- Checklist ID
  Required
- Checklist Item ID
  Required
Action
Search
- List ID
  Required
Action
Search
- Organization ID
  Required
- Board Name
  Required
Action
Search
- Trello Query String
  Required
- Organization ID
- Cards Limit
Action
Search
- Organization ID
  Required
- Member_name
  Required
Action
Search
- Board ID
  Required
- List Name
  Required
Action
Search or write
- Organization ID
  Required
- Board Name
  Required
- Description
  Required
- Permission Level
- Allow Any Team Member to Join This Board?
Action
Search or write

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 Trello

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

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Related Zap Templates

Create new Trello cards from completed ServiceM8 jobs