OneDrive + ServiceM8
Create new OneDrive folders for every new client in ServiceM8
When a new client is added in ServiceM8, streamline your workflow by immediately creating a folder in OneDrive. This automation ensures an organized storage system and allows for rapid retrieval of all related documents, invoices, and correspondence for each client. Save time on administrative tasks and focus on delivering top-notch services to your customers.
When a new client is added in ServiceM8, streamline your workflow by immediately creating a folder in OneDrive. This automation ensures an organized storage system and allows for rapid retrieval of all related documents, invoices, and correspondence for each client. Save time on administrative tasks and focus on delivering top-notch services to your customers.
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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
