ServiceM8 Integrations

  • Add new ServiceM8 clients to Google Contacts

    Tired of losing track of your past clients? Use this integration to automatically add new ServiceM8 clients to Google Contacts. Great for keeping all your contacts together in one place!

    Note: This Zapier integration doesn't import existing ServiceM8 clients to Google Contacts, it will only import clients created after you set it up

    How this ServiceM8-Google Contacts integration works

    1. A client is created in ServiceM8
    2. Zapier adds the client's contact details to Google Apps

    Apps involved

    • ServiceM8
    • Google Contacts
  • Add new ServiceM8 clients to HubSpot CRM

    Use this integration to automatically add new ServiceM8 clients to HubSpot. Perfect for businesses who want to take advantage of all the marketing automation features in HubSpot CRM, without having to manually re-enter client details in two apps.

    Note: This Zapier integration doesn't import already created ServiceM8 clients into HubSpot CRM, only new clients after you've set it up.

    How this ServiceM8-Hubspot CRM integration works

    1. A new client is created in ServiceM8
    2. Zapier creates a new contact in HubSpot CRM

    Apps involved

    • ServiceM8
    • HubSpot CRM
  • Add new spreadsheet rows to Google Sheets when forms are completed in ServiceM8

    Use this handy automation to record all responses to a ServiceM8 Form (e.g. Contract Variations, Incident Reports, or Safety Assessments) in a spreadsheet. Having access to your form responses in a spreadsheet allows you to analyze trends, generate statistics, and take control of your business: Set up this automation, and we'll copy every new ServiceM8 form entry into Google Sheets as a new row.

    This Zapier integration doesn't import already completed forms into your spreadsheet, only forms that are completed after the integration is set up. Also, you'll need to have the Forms add-on enabled in your ServiceM8 account.

    How this ServiceM8-Google Sheets integration works

    1. A form is completed in ServiceM8
    2. Zapier adds a row to your Google Sheets spreadsheet

    Apps involved

    • ServiceM8
    • Google Sheets
  • Send emails when forms are completed in ServiceM8

    Do you have forms in ServiceM8 that your staff fill out in response to important events (e.g. Incident Reports, Contract Variations)? Set up this automation and you can get email notifications as soon as those forms are completed: It will send you all the information whenever a new entry is submitted to your form.

    How this ServiceM8 integration works

    1. A form is completed in ServiceM8
    2. Zapier sends you an email with the information

    Apps involved

    • ServiceM8
    • Zapier
  • Create jobs in ServiceM8 from accepted Quotient quotes

    Streamline your workflow from quote to job. If work needs to be booked in from your accepted Quotient quote, then this Zapier automation makes it easy by creating a ServiceM8 job with all the relevant details from the quote. No more copying and pasting.

    How this Quotient-ServiceM8 integration works

    1. A quote is accepted in Quotient
    2. Zapier creates a new job in ServiceM8

    Apps involved

    • Quotient (account with administrator access)
    • ServiceM8
  • Post channel messages to Slack when new jobs are created in ServiceM8

    Need a reminder when someone creates a job in ServiceM8? Use this Zapier automation to post a channel message to your team's Slack for every new one, and never miss another appointment again.

    Note: you can choose to only post to Slack when jobs are created in a particular Job Category. For example, perhaps you only want to be notified only when new Jobs are created in the "VIP" category.

    How this ServiceM8-Slack integration works

    1. A new job is created in ServiceM8
    2. Zapier posts a message to your Slack channel

    Apps involved

    • ServiceM8
    • Slack
  • Add new Insightly contacts to ServiceM8 as new clients

    Using Insightly to manage leads and ServiceM8 to manage your field staff is a powerful combination. But what happens when a lead becomes a customer, and you need to dispatch a field worker to complete the sale? Use this integration to automatically transfer client details from Insightly to ServiceM8, so you won't need to manually type their details.

    Note: This Zapier integration doesn't import existing contacts into ServiceM8, only new contacts after you've set it up.

    How this ServiceM8-Insightly integration works

    1. A new contact is created in Insightly
    2. Zapier creates a new client in ServiceM8

    Apps involved

    • Insightly
    • ServiceM8
  • Create jobs in ServiceM8 from new Freshdesk tickets

    Your focus should be on servicing your customers, not logging requests. Set up this automation to do that for you. From then on, whenever you receive a new customer ticket on Freshdesk, Zapier will automatically create a new job in ServiceM8 so your technician can head out to the site immediately.

    Note: This Zapier integration doesn't import existing Freshdesk tickets into ServiceM8, only new tickets after you've set it up.

    How this ServiceM8-Freshdesk integration works

    1. A new ticket is created in Freshdesk
    2. Zapier creates a new job in ServiceM8

    Apps involved

    • Freshdesk
    • ServiceM8
  • Add new Zendesk tickets to ServiceM8 as new jobs

    You can simplify your life by letting Zapier integration turn every new ticket into a service request so you don't have to. Automate the process of creating a ServiceM8 job from every new Zendesk ticket you receive, and can you spend less time copy-pasting details and more time doing what you love.

    Note: This Zapier integration doesn't import existing Zendesk tickets into ServiceM8, only new tickets after you've set it up.

    How this Zendesk-ServiceM8 integration works

    1. A new ticket is created in Zendesk
    2. Zapier creates a new job in ServiceM8

    Apps involved

    • Zendesk
    • ServiceM8
  • Send PulseM pulseChecks whenever new ServiceM8 jobs are completed

    Streamline your operations by sending a PulseM pulseCheck each time a job is completed on ServiceM8 automatically. Instead of going back and forth from ServiceM8 and PulseM, save time and money with this easy setup.

    How this ServiceM8-PulseM integration works

    1. Job is completed on ServiceM8
    2. pulseCheck is sent to gather feedback

    Apps involved

    • ServiceM8
    • PulseM
  • Send PulseM bios whenever new ServiceM8 jobs are created

    Automate communication about your upcoming jobs with this Zapier integration. After you set it up, this ServiceM8-PulseM integration will send a bio whenever a new job is created on ServiceM8 so you don't have to do it manually.

    How this ServiceM8-PulseM integration works

    1. A job is created on ServiceM8
    2. Zapier sends a PulseM bio

    Apps involved

    • ServiceM8
    • PulseM

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ServiceM8 Integration Details

Launched on Zapier April 22, 2015

Zapier combines Triggers (like "New Job") and Actions (like "Create Job") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following ServiceM8 Triggers, Searches, and Actions are supported by Zapier:

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.

Create Job

Creates a new job.

Create Client

Creates a new client.

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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.