ServiceM8

ServiceM8 Help & Support

What ServiceM8 Triggers and Actions are Supported?

Supported Triggers#

  • New Job - Triggers when a new job is created.
  • Job Completed - Triggers when a Job's status changes to Completed.
  • Job Queued - Triggers when a Job is assigned to a Queue.
  • New Client - Triggers when a new Client is created.
  • New Form Response - Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

Supported Searches#

  • None yet!

Supported Actions#

  • Create Job - Creates a new job.
  • Create Client - Creates a new client.

How to Get Started with ServiceM8 on Zapier.

To get started with ServiceM8 on Zapier, first you will need to click to connect your ServiceM8 account to use with your Zap.

Click to connect ServiceM8

You’ll now be asked to log into your ServiceM8 account (unless you are already logged in).

Login to ServiceM8

Finally, you will be asked to give Zapier permission to access your account. Click “Allow” to continue.

Authorize ServiceM8 on Zapier

If all steps were successful your ServiceM8 account will now be successfully connected.

ServiceM8 connection successfull

Common Problems with ServiceM8 on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

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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