Microsoft Excel + ServiceM8
Create new Microsoft Excel rows for every new ServiceM8 client with ease
Effortlessly keep track of new clients in ServiceM8 by seamlessly adding their information to a Microsoft Excel spreadsheet. This workflow is activated when you have a new client in ServiceM8, and instantly creates a new row in your Microsoft Excel sheet with the client's details. Stay organized and save time by streamlining your client management process with this simple and effective automation.
Effortlessly keep track of new clients in ServiceM8 by seamlessly adding their information to a Microsoft Excel spreadsheet. This workflow is activated when you have a new client in ServiceM8, and instantly creates a new row in your Microsoft Excel sheet with the client's details. Stay organized and save time by streamlining your client management process with this simple and effective automation.
- When this happens...New Client
Triggers when a new Client is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
- Free forever for core features
- 14 day trial for premium features & apps
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
