Airtable + ServiceM8
Manage new clients in ServiceM8 by creating records in Airtable
With this workflow, whenever a new client is added on your ServiceM8, a corresponding record is created on Airtable. This efficient method keeps your client information organized and consistent across platforms without extra manual work. Streamline your onboarding process, ensuring every new client is properly documented in your Airtable, keeping your client data up-to-date.
With this workflow, whenever a new client is added on your ServiceM8, a corresponding record is created on Airtable. This efficient method keeps your client information organized and consistent across platforms without extra manual work. Streamline your onboarding process, ensuring every new client is properly documented in your Airtable, keeping your client data up-to-date.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Record
Creates a new record with auto-populating fields.
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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
