ServiceM8 + Zoho Books integrations
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.
- When this happens...New JobTriggers when a new job is created.
- automatically do this!Create Sales InvoiceCreates a new sales invoice.
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More things you can do with ServiceM8 and Zoho Books
Discover other triggers and actions you can use with ServiceM8 and Zoho Books
- 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- OrganizationRequired
Try ItTriggerInstant
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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