mfr - field service management + Trello
Create new Trello cards for new jobs in mfr - field service management
When a new job is posted in your mfr - field service management app, use this automation to create a corresponding card in your Trello app. This workflow not only helps keep track of new jobs orderly, but also improves efficiency while reducing manual data entry. With this setup, your project management becomes far more streamlined, ensuring that no tasks fall through the cracks.
When a new job is posted in your mfr - field service management app, use this automation to create a corresponding card in your Trello app. This workflow not only helps keep track of new jobs orderly, but also improves efficiency while reducing manual data entry. With this setup, your project management becomes far more streamlined, ensuring that no tasks fall through the cracks.
- When this happens...New Job
Triggers when new job was created.
- automatically do this!Create Card
Adds a new card on a specific board and list.
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Appointment Type
Try ItNew Location (Service Location)
Triggers when new location (service location) is available.
Try ItService Request StateRequired
Try ItAppointment typeRequired
Duration [Minutes]Required
Start date timeRequired
End date time
Appointment description
Username of techncianRequired
New Customer
Triggers when new customer is created.
Try ItNew Job
Triggers when new job was created.
Try ItEntity Id (Job)Required
Entity typeRequired
TagRequired
Customer NameRequired
Company Id
Company Address
Company Postal
Company City
Company note
Main contact first name company
Main contact last name company
Main contact phone number
Main contacts email
