Microsoft Outlook + ServiceM8
Create new Microsoft Outlook contacts from completed jobs in ServiceM8
Stay on top of job completions effortlessly. With this workflow, once a job is marked as complete in ServiceM8, a record of it is generated in Microsoft Outlook. This smooth process eliminates the need for manual note-taking, ensuring each completed job is accurately recorded within your email system. Streamline your operations with this seamless connection between ServiceM8 and Microsoft Outlook.
Stay on top of job completions effortlessly. With this workflow, once a job is marked as complete in ServiceM8, a record of it is generated in Microsoft Outlook. This smooth process eliminates the need for manual note-taking, ensuring each completed job is accurately recorded within your email system. Streamline your operations with this seamless connection between ServiceM8 and Microsoft Outlook.
- When this happens...Job Completed
Triggers when a Job's status changes to Completed.
- automatically do this!Create Contact
Creates a new contact.
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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
