ClickUp + ServiceM8
Create tasks in ClickUp for new clients in ServiceM8
With this workflow, as soon as you add a new client in ServiceM8, a corresponding task is created in ClickUp without you lifting a finger. You can therefore stay organized, ensuring that each client gets the follow-up they deserve. This automation delivers a straightforward solution to boost productivity and streamline communication within your team.
With this workflow, as soon as you add a new client in ServiceM8, a corresponding task is created in ClickUp without you lifting a finger. You can therefore stay organized, ensuring that each client gets the follow-up they deserve. This automation delivers a straightforward solution to boost productivity and streamline communication within your team.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Create Task
Creates a new task.
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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
