ServiceM8 + Trello
"enable organized tracking by adding checklists to Trello cards for every new job queued in ServiceM8"
This workflow streamlines your project management by creating a checklist in Trello instantly whenever a new job is queued in ServiceM8. Simplify your project tracking process, ensure tasks are completed on time, and minimize manual data entry with this convenient integration. Your team can easily follow a project's progress and prioritize tasks, enhancing productivity and efficiency.
This workflow streamlines your project management by creating a checklist in Trello instantly whenever a new job is queued in ServiceM8. Simplify your project tracking process, ensure tasks are completed on time, and minimize manual data entry with this convenient integration. Your team can easily follow a project's progress and prioritize tasks, enhancing productivity and efficiency.
- When this happens...Job Queued
Triggers when a Job is assigned to a Queue.
- automatically do this!Add Checklist to Card
Triggers when a new checklist is created in Trello.
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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
