An automated workflow using integromat
Connects Google Sheets + ServiceM8
Create ServiceM8 clients from Google Sheets rows
About this workflow template
This automation scenario allows you to connect Google Sheets and ServiceM8
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Google Sheets and ServiceM8 can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Google Sheets
Watch New Rows in Google Sheets
Triggers when a new row is added.
Then this action happens in ServiceM8
Create a Client in ServiceM8
Creates a new client.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create ServiceM8 clients from Google Sheets rows.
Part I
Configure Applications
First, we need to connect Google Sheets and ServiceM8 to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Connect ServiceM8 to Make.com.
Give Make.com access to your ServiceM8 account, using ServiceM8 credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Google Sheets
Choose the following trigger: Watch New Rows (Triggers when a new row is added.).
Then set up an Action for ServiceM8
Choose this action: Create a Client (Creates a new client. ).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Google Sheets and ServiceM8.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create ServiceM8 clients from Google Sheets rows!
Supported triggers and actions
New spreadsheet row
Triggers when a new row is added to the bottom of a spreadsheet.
triggerbyzapierNew or updated spreadsheet row
Triggered when a new row is added or modified in a spreadsheet.
triggerbyzapierpabbly-connectWatch new rows
Triggers when a new row is added.
triggerbyintegromatNew spreadsheet row (team drive)
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
triggerbyzapierNew or updated spreadsheet row (team drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
triggerbyzapierNew spreadsheet
Triggers when a new spreadsheet is created.
triggerbyzapierautomateio
Create job
Creates a new job.
actionbyzapierpabbly-connectCreate client
Creates a new client.
actionbyzapierCreate a client
Creates a new client.
actionbyintegromatintegratelyCreate a job
Creates a new job.
actionbyintegromatintegratelyCreate a job contact
Creates a new job contact.
actionbyintegromatDelete a client
Deletes a specific client by id.
actionbyintegromat
Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
