monday.com + ServiceM8

Create new ServiceM8 clients from new boards on monday.com

Streamline your workflow with this simple yet effective integration. When a new board is created in your Monday.com app, a new client is promptly set up in your ServiceM8 app, saving you time and reducing manual data entry. Boost your productivity and ensure hassle-free business operations with this seamless process.

Streamline your workflow with this simple yet effective integration. When a new board is created in your Monday.com app, a new client is promptly set up in your ServiceM8 app, saving you time and reducing manual data entry. Boost your productivity and ensure hassle-free business operations with this seamless process.

  1. When this happens...
    monday.commonday.com
    New Board

    Triggers when a new board is created.

    TriggerPolling
  2. automatically do this!
    ServiceM8ServiceM8
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

    • Item Created In Board Copy

    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Polling
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn more

Related categories

  • Project Management

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servicem8 logo
servicem8 logo

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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