Microsoft Excel + ServiceM8

Add to Microsoft Excel table every time new jobs are queued in ServiceM8

Streamline your project management with this efficient workflow. When a job gets queued in ServiceM8, it instantly adds a row to a table in your Microsoft Excel. This not only helps in organizing your pending tasks, but also provides a clear overview of your ongoing projects. Enhance productivity and keep track of your activities with zero hassle.

Streamline your project management with this efficient workflow. When a job gets queued in ServiceM8, it instantly adds a row to a table in your Microsoft Excel. This not only helps in organizing your pending tasks, but also provides a clear overview of your ongoing projects. Enhance productivity and keep track of your activities with zero hassle.

  1. When this happens...
    ServiceM8ServiceM8
    Job Queued

    Triggers when a Job is assigned to a Queue.

    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
excel logo
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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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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