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Zapier makes it easy to integrate monday.com with ServiceM8 - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event
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2. Choose action
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1. Select the event
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Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Create Client" in ServiceM8.

You’re connected!

Zapier seamlessly connects monday.com and ServiceM8, 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.

    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
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    • Board ID
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
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    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
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  • monday.com triggers, actions, and search
    New Board

    Triggers when a new board is created.

    Trigger
    Polling
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    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
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    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It

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Customers have created over 25 million Zaps on the platform

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Practical ways you can use monday.com and ServiceM8

Automatically create jobs for new board items.

Streamline job assignment by connecting monday.com to ServiceM8. When a new item is created on a monday.com board, Zapier automatically generates a corresponding job in ServiceM8. This helps business owners reduce manual data entry and ensures tasks are promptly assigned, improving job processing time.

Business Owner
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Create ServiceM8 jobs from new board updates.

Align marketing campaigns with operational tasks. When a new update is added to a marketing-related board in monday.com, Zapier creates a new ServiceM8 job. This simplifies workflows, cuts errors, and ensures key marketing activities are tracked operationally.

Marketing & Marketing Ops
Log completed jobs in monday.com.

Transfer job completion data seamlessly. When a job is marked completed in ServiceM8, Zapier updates the relevant item or creates a new update in monday.com. This gives project managers a more accurate, real-time view of project progress and reduces duplicate efforts.

Project Management

Learn how to automate monday.com on the Zapier blog

Learn how to automate ServiceM8 on the Zapier blog

Make work flow with AI

Level up your monday.com to ServiceM8 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about monday.com + ServiceM8 integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and ServiceM8

How can I trigger an action in monday.com when a new job is created in ServiceM8?

We can set up an automation so that every time a new job is created in ServiceM8, it triggers the creation or update of an item in monday.com. This helps to keep your task management aligned with the jobs scheduled on ServiceM8.

Is it possible to update a ServiceM8 job when the status of a task changes in monday.com?

Yes, you can configure the integration such that whenever the status of a task changes in monday.com, the corresponding job in ServiceM8 is automatically updated. This ensures both platforms reflect real-time progress and statuses.

Can we automate document attachments between monday.com and ServiceM8?

Automating document attachments is possible by setting triggers and actions that transfer files from one platform to another based on specific events, such as attaching documents to jobs in ServiceM8 when they are uploaded to tasks in monday.com.

What happens when I complete a checklist item on a board in monday.com?

When a checklist item on your monday.com board is marked as complete, we can trigger actions like updating the relevant ServiceM8 job's status or sending notifications to involved team members.

How do we handle time tracking integration between monday.com and ServiceM8?

You can automate time tracking by setting up integrations that start timers or log hours automatically. For example, starting a timer on a task within monday.com could log time onto the relevant job card within ServiceM8.

Will changes made in ServiceM8 reflect immediately in monday.com?

While there might be slight delays depending on server loads and API response times, changes made within ServiceM8 should generally reflect quickly within your linked boards/functions in monday.com.

Are there limits on how many actions we can set between Monday.com and ServiceM8?

The limits depend primarily on your existing zap tier subscription. Both platforms offer plans with varying functionalities; ensure your selection aligns with your desired level of integrations.

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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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About ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
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