Create ServiceM8 clients from new Airtable records
Easily manage your clients by connecting Airtable and ServiceM8 with this efficient workflow. Whenever a new record is added to your Airtable base, it will create a client in ServiceM8, streamlining your client onboarding process and saving you valuable time. Stay organized and ensure a smooth service experience for your customers with this seamless automation.
Easily manage your clients by connecting Airtable and ServiceM8 with this efficient workflow. Whenever a new record is added to your Airtable base, it will create a client in ServiceM8, streamlining your client onboarding process and saving you valuable time. Stay organized and ensure a smooth service experience for your customers with this seamless automation.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Create Client
Creates a new client.
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type