
When this happens...

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a Job's status changes to Completed.
Triggers when a new Client is created.
Triggers when a new job is created.
Triggers when a Job is assigned to a Queue.
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Action is the task that follows automatically within your Rows integrations.
Add a new row to the selected table using the values you provide.
Create a new table with the given name on the chosen page of your spreadsheet.
Deletes the selected table from the chosen spreadsheet.
Renames a table in the chosen spreadsheet to the new name you provide.
Adds a new page (tab) to the selected spreadsheet using the name you provide.
Remove a page (tab) from the chosen spreadsheet so it no longer appears.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Rows and ServiceM8 accounts to viaSocket. Once connected, you can set up a workflow where an event in Rows triggers actions in ServiceM8 (or vice versa).
Absolutely. You can customize how Rows data is recorded in ServiceM8. This includes choosing which data fields go into which fields of ServiceM8, setting up custom formats, and filtering out unwanted information.
The data sync between Rows and ServiceM8 typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Rows and ServiceM8. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Rows is a powerful online spreadsheet tool designed to enhance productivity and collaboration. It offers advanced features for data analysis, automation, and integration with various apps and services.
Learn MoreServiceM8 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.
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