ServiceM8

ServiceM8 + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect ServiceM8 and Insightly, with as many as 59 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect ServiceM8 + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Job

Triggers when a new job is created.

Create Job

Creates a new job.

Job Completed

Triggers when a Job's status changes to Completed.

Create Client

Creates a new client.

Job Queued

Triggers when a Job is assigned to a Queue.

Create Contact

Create a new contact in your Insightly account.

New Client

Triggers when a new Client is created.

Create Task

Create a new task in your Insightly account.

New Form Response

Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

Create Note

Create a new note in your Insightly account.

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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.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations