ServiceM8 + Trello
ServiceM8 + Trello
ServiceM8 + Trello integrations
Create Trello cards for every new client in ServiceM8
Easily manage your new clients directly from ServiceM8 with this smart workflow. Once a new client comes on board, a corresponding card will be created in the Trello app. This helps you streamline your client management process and frees up valuable time, allowing you to concentrate on delivering exceptional service instead of manual data entry.
- When this happens...New ClientTriggers when a new Client is created.
- automatically do this!Create CardAdds a new card on a specific board and list.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with ServiceM8 and Trello
Discover other triggers and actions you can use with ServiceM8 and Trello
- 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- New Board
Triggers when a new board is added.
Try ItTriggerPolling
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.
Related categories
Similar apps
iFormBuilder
Forms & Surveys
TrackVia
Databases
Device Magic
Forms & Surveys
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
Related categories
Similar apps
Planview AgilePlace
Project Management
Kanban Tool
Project Management
MeisterTask
Project Management
Related Zap Templates
- Create Trello cards for new ServiceM8 jobs to stay organized
- Create Trello cards for new ServiceM8 queued jobs to easily manage and track progress
- Create new Trello cards from completed ServiceM8 jobs
- "enable organized tracking by adding checklists to Trello cards for every new job queued in ServiceM8"
- Manage new queued jobs in ServiceM8 by moving cards to a list in Trello