Microsoft Excel + ServiceM8

Add new ServiceM8 jobs to Microsoft Excel rows for seamless organization

Effortlessly manage your new jobs in ServiceM8 by adding them to a Microsoft Excel table with this seamless automation. Whenever a new job is created in ServiceM8, this workflow will instantly add a row to your specified Excel table, ensuring all job details are organized and easily accessible in one place. Keep track of your projects and save time with this efficient workflow.

Effortlessly manage your new jobs in ServiceM8 by adding them to a Microsoft Excel table with this seamless automation. Whenever a new job is created in ServiceM8, this workflow will instantly add a row to your specified Excel table, ensuring all job details are organized and easily accessible in one place. Keep track of your projects and save time with this efficient workflow.

  1. When this happens...
    ServiceM8ServiceM8
    New Job

    Triggers when a new job is created.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

    • QueueRequired

    • Job Category

    Trigger
    Instant
    Try It
    • Completed By

    • Form TypeRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Address

    • Billing Address

    • Fax Number

    • Website

    • First Name

    • Last Name

    • Phone Number

    • Mobile Number

    • E-Mail Address

    Action
    Write
    • Plan Restrictions

    • Storage Source

    • Folder

    • WorkbookRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It
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excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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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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