Connect Microsoft Excel and ServiceM8
Integrate Microsoft Excel with ServiceM8 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Row in Microsoft-excel when Job Completed in Servicem8
Create Spreadsheet in Microsoft-excel when Job Completed in Servicem8
Update Row in Microsoft-excel when Job Completed in Servicem8
Add Row To Table in Microsoft Excel when Job Completed in Servicem8
Find Row in Microsoft-excel when New Client in Servicem8
Popular Microsoft Excel + ServiceM8 flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Excel
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an action
ServiceM8
Automatically do this!
Create a Client
List All Client
Create Job
List Jobs
Create Job Queue
List all Attachments
List all Clients
List all Jobs
List all Job Activities
List all Job Checklists
List all Job Contacts
List all Job Materials
List all Locations
List all Materials
List all Notes
List all Security Roles
List all Staff Members
Add job note
Find Row in Microsoft-excel when Job Completed in Servicem8
Use this flowCreate Spreadsheet in Microsoft-excel when Job Completed in Servicem8
Use this flowUpdate Row in Microsoft-excel when Job Completed in Servicem8
Use this flowAdd Row To Table in Microsoft Excel when Job Completed in Servicem8
Use this flowFind Row in Microsoft-excel when New Client in Servicem8
Use this flowCreate Spreadsheet in Microsoft-excel when New Client in Servicem8
Use this flowUpdate Row in Microsoft-excel when New Client in Servicem8
Use this flowAdd Row To Table in Microsoft Excel when New Client in Servicem8
Use this flowFind Row in Microsoft-excel when New Job in Servicem8
Use this flowCreate Spreadsheet in Microsoft-excel when New Job in Servicem8
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Excel and ServiceM8.
When this happensTriggers
A trigger is an event that starts a workflow.
Job Completed
Triggers when a Job's status changes to Completed.
New Client
Triggers when a new Client is created.
New Job
Triggers when a new job is created.
Job Queued
Triggers when a Job is assigned to a Queue.
New Form Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Add Row To Table
Add a row to an Excel table
Create a Client
Create a new client
List All Client
Get an existing client list
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Microsoft Excel and ServiceM8 workflows.
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About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn moreSimilar apps
About ServiceM8
ServiceM8 is a field service management software that helps businesses manage jobs, schedule work, and streamline operations. It is designed to assist service-based businesses in improving efficiency and customer satisfaction.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Excel and ServiceM8 accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Excel and ServiceM8 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ServiceM8. No coding required.
Yes. You can set up a workflow where Microsoft Excel triggers actions in ServiceM8, and a separate workflow where ServiceM8 triggers actions in Microsoft Excel. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Excel and ServiceM8. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Excel and ServiceM8 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
