ServiceM8 + Zoho Books
Create sales invoices in Zoho Books for new jobs in ServiceM8
Streamline your invoicing process with this superb automation. Once a new job is posted in ServiceM8, a sales invoice is instantly created in Zoho Books. This efficient workflow not only saves time but also helps to maintain accurate and timely billing for your jobs. It's an effortless way to keep your financial records up-to-date.
Streamline your invoicing process with this superb automation. Once a new job is posted in ServiceM8, a sales invoice is instantly created in Zoho Books. This efficient workflow not only saves time but also helps to maintain accurate and timely billing for your jobs. It's an effortless way to keep your financial records up-to-date.
- When this happens...New Job
Triggers when a new job is created.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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Job Category
Try ItNew Client
Triggers when a new Client is created.
Try ItJob Category
Try ItCustomer 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
