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Set up your first integration
Quickly connect ServiceM8 to Trello with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate ServiceM8 with Trello - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Job Completed" from ServiceM8.
Add your action
An action happens after the trigger—such as "Create Checklist Item in Card" in Trello.
You’re connected!
Zapier seamlessly connects ServiceM8 and Trello, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- Customer 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- New Board
Triggers when a new board is added.
Try ItTriggerPolling
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Practical ways you can use ServiceM8 and Trello
Log completed jobs in Trello.
When a job is completed in ServiceM8, Zapier can automatically log the finished task in a Trello card. This ensures that job statuses are centralized, making it easy for the team to track completed projects and any associated data, saving time and reducing errors.
Business Owner
Update Trello with new ServiceM8 client information.
When a new client is added to ServiceM8, Zapier can create a Trello card with client details. This ensures key client information is accessible across tools, allowing IT to manage systems integrations seamlessly.
ITCreate ServiceM8 jobs from Trello cards.
When a new card is added to a Trello board, Zapier can automatically create a corresponding job in ServiceM8. This eliminates manual data entry and keeps teams aligned by connecting project planning with the operational workflows.
Project ManagementLearn how to automate ServiceM8 on the Zapier blog
Learn how to automate Trello on the Zapier blog
Frequently Asked Questions about ServiceM8 + Trello integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ServiceM8 and Trello
How does the ServiceM8 and Trello integration work?
Our integration between ServiceM8 and Trello works by creating automated workflows, known as Zaps, which connect triggers in one app to actions in the other. For instance, a new job created in ServiceM8 could trigger the creation of a corresponding Trello card on a designated board.
What are some common triggers in ServiceM8 for use with Trello?
Common triggers from ServiceM8 include when a new job is created, when a job is updated, or when a job status changes. These events can initiate actions in Trello, such as creating or updating cards.
Can I update an existing Trello card with information from ServiceM8?
Yes, you can set up a workflow where updates to jobs in ServiceM8 automatically update details of an existing Trello card. This ensures that your task management reflects the most current information.
Are there limitations to the data that can be transferred between ServiceM8 and Trello?
While most data points like job details and client information can be transferred between ServiceM8 and Trello, some custom fields might require additional configuration. We strive to make the integration as seamless as possible.
How do I set up notifications for changes made in both apps?
You can create Zaps where any change in job status or new comments added in ServiceM8 sends notifications either through emails or as comments on specific Trello cards.
What actions can be performed on Trello from triggers initiated by ServiceM8 events?
Triggers from ServiceM8 can prompt several actions on Trello such as creating new cards, moving an existing card to another list, adding members to cards, or attaching files available through public URLs.
Is it possible to link attachments from jobs in ServiceM8 directly to Trello cards?
Yes, attachments such as photos or PDFs linked with jobs in ServiceM8 can be directly attached to corresponding Trello cards by configuring the appropriate Zap settings.
