Connect Sophiie and ServiceM8 to unlock the power of automation

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Choose a Trigger

Choose an Action

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Quickly connect Sophiie to ServiceM8 with a Zapier template.

Our most popular template

Create new ServiceM8 clients from newly created leads in Sophiie
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Sophiie + ServiceM8

Create new ServiceM8 clients from newly created leads in Sophiie

Details

Try it

Sophiie + ServiceM8

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Appointment Status Changed" from Sophiie.

Add your action

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

You’re connected!

Zapier seamlessly connects Sophiie 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.

Appointment Status Changed
Triggers when the status of an appointment has been changed.
Trigger
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New Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
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New Lead Created
Triggers when a new lead is created.
Trigger
Instant
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- Queue
  Required
- Job Category
Trigger
Instant
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- Completed By
- Form Type
  Required
Trigger
Instant
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- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write

Lead Status Changed
Triggers when the status of a lead has been changed.
Trigger
Instant
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New Inquiry Created
Triggers when a new inquiry is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
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- Job Category
Trigger
Instant
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- Customer Name
- Job Status
  Required
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Sophiie and ServiceM8 to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate ServiceM8 on the Zapier blog

Make work flow with AI

Level up your Sophiie to ServiceM8 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Sophiie

Sophiie is a virtual receptionist that automates call handling, captures leads, books jobs, and updates your CRM—no code required.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Connect Sophiie and ServiceM8 to unlock the power of automation

Set up your first integration

Create new ServiceM8 clients from newly created leads in Sophiie

Create new ServiceM8 clients from newly created leads in Sophiie

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Sophiie and ServiceM8 to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate ServiceM8 on the Zapier blog

5 ways to automate ServiceM8 with Zapier

Make work flow with AI

Connect Sophiie to ServiceM8 on the world's largest no-code automation platform