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Quickly connect ServiceM8 to Square with a Zapier template.

Our most popular template

Create Square customers from new ServiceM8 jobs
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ServiceM8 + Square
Create new ServiceM8 clients from new Square customers
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Square + ServiceM8
Create new Square customers from ServiceM8 clients
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ServiceM8 + Square
Create new Square customers from completed ServiceM8 jobs
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ServiceM8 + Square

Create Square customers from new ServiceM8 jobs

Details

Try it

ServiceM8 + Square

Create new ServiceM8 clients from new Square customers

Details

Try it

Square + ServiceM8

Create new Square customers from ServiceM8 clients

Details

Try it

ServiceM8 + Square

Create new Square customers from completed ServiceM8 jobs

Details

Try it

ServiceM8 + Square

How Zapier works

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

Select a trigger from ServiceM8

A trigger is an event that starts your Zap and runs the workflow. For example, with ServiceM8, a trigger could be "Job Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Square

An action is what takes place after the automation is triggered. For example, with Square, the action could be "Add Customer to Group."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ServiceM8 to Square

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your ServiceM8 to Square 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 ServiceM8 + Square integrations

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

How do I integrate ServiceM8 with Square?

You can integrate ServiceM8 with Square using our platform by setting up a workflow that triggers certain actions based on events in either software. Start by selecting the trigger from ServiceM8 or Square, and then choose the corresponding action you want in the other application.

What triggers are available for ServiceM8 and Square integration?

We provide various triggers for integrating ServiceM8 and Square, such as 'New Job completed' or 'Invoice generated' in ServiceM8 and 'New Payment Processed' or 'Customer Created' in Square. These can be used to automate actions between the two systems.

Can I sync customer information between ServiceM8 and Square?

Yes, you can set up a trigger-action workflow that syncs customer details when new customers are created in either ServiceM8 or Square. This ensures that your contact lists remain up-to-date across platforms.

Are there any pre-built templates for integrating ServiceM8 with Square?

While we currently don't provide pre-built templates specifically for ServiceM8 and Square, you can easily create custom workflows using triggers like 'Job Completed' from ServiceM8 to initiate actions like 'Create Payment' in Square.

Is it possible to automate payment processing with this integration?

Absolutely. By creating a workflow where completing a job in ServiceM8 triggers a payment request or invoicing action within Square, you can automate your payment processing seamlessly.

How often does data sync between the two platforms?

Data synchronization occurs based on the triggers set up within our platform, ensuring real-time updates when certain events occur, such as creating a new job or processing a payment.

Do I need technical skills to integrate and automate workflows between these services?

Not at all. Our user-friendly interface allows you to set up integration workflows without any coding knowledge. You simply choose your desired triggers and actions from drop-down menus while we handle the rest behind the scenes.

Connect ServiceM8 and Square 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Job Category
Trigger
Instant
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New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- 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
- Item Type
Trigger
Polling
Try It

- Location
  Required
Trigger
Polling
Try It
- Location
  Required
Trigger
Polling
Try It

- Location
  Required
- Team Member ID
  Required
- Customer ID
  Required
- Date and Time of Appointment
  Required
- Appointment Service ID
  Required
- Note
Action
Write
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Customer Name
- Nickname
- Reference_id
Action
Write
- Location
  Required
- Customer ID
  Required
- Reference_id
- Buyer Email Address
- Payment Type
  Required
- Payment Note
- Quantity
  Required
- Amount
- Currency
- Line Item Name
- Catalog Object
  Required
- Pickup
- Display Name
- Carrier
- Expected Ship Date/Time
- Shipping Note
- Fulfillment Email Address
- Phone_number
- Street Address
- Apt./Suite
- State
- County
- Country
- City
- ZIP
- Type
- Name
- Percentage
- Amount Discounted
- Discount Currency
- Name
- Percentage
- Type
Action
Write
- Customer ID
  Required
- Group
  Required
Action
Write
- Customer ID
  Required
- First Name
- Last Name
- Email_address
- Phone_number
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Customer Name
- Nickname
- Reference_id
- Birthday
Action
Write
Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
Action
Write
- Customer ID
  Required
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
Action
Search
- Location
  Required
- Field_help
- Customer ID
  Required
- Fulfillment_state
- Status
- Customer ID
  Required
- Reference_id
- Source
- Ticket Name
- Quantity
  Required
- Amount
- Currency
- Catalog Object
  Required
- Other
- Unique Identifier
- Amount Discounted
- Amount Discounted Currency
- Name
- Percentage
- Type
- Unique Identifier
- Name
- Percentage
- Type
- Unique Identifier
Action
Search or write

- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
New Appointment
Triggers when a new appointment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
- Location
  Required
- Order Status
Trigger
Polling
Try It
- Customer ID
  Required
- Group
  Required
Action
Write
- Inventory Change Type
  Required
- Location
  Required
- Catalog Object
  Required
- Quantity
  Required
- Ignore unchanged counts
Action
Write
- Location
  Required
- Order ID
  Required
- Customer ID
  Required
- Accepted_payment_methods
  Required
- Payment due date
  Required
- Tipping enabled
- Invoice title
- Invoice number
- Description
- Delivery method
  Required
- Scheduled at
- Date of sale
Action
Write
- Payment
  Required
- Refund amount
- Reason
- Team Member ID
  Required
Action
Write
- Help_text
- Location
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field_help
- Email_address
- Phone_number
- Reference_id
Action
Search
- Field_help
- Text Filter
- Location
  Required
Action
Search
- Field_help
- Email_address
- Phone_number
- Reference_id
- First Name
- Last Name
- Country
- Street Address
- Apt./Suite
- City
- State
- ZIP
- Other
- Customer Name
- Nickname
Action
Search or write

Learn how to automate Square on the Zapier blog

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 more

Related categories

CRM (Customer Relationship Management)

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Forms & Surveys

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Forms & Surveys

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Learn moreLearn moreHelpHelp

Related categories

eCommerce Payment Processing

Similar apps

PayPal

Payment Processing

Shopify

eCommerce

Epos Now

Payment Processing

Connect ServiceM8 and Square to unlock the power of automation

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

Set up your first integration

Create Square customers from new ServiceM8 jobs

Create new ServiceM8 clients from new Square customers

Create new Square customers from ServiceM8 clients

Create new Square customers from completed ServiceM8 jobs

Create Square customers from new ServiceM8 jobs

Create new ServiceM8 clients from new Square customers

Create new Square customers from ServiceM8 clients

Create new Square customers from completed ServiceM8 jobs

How Zapier works

Select a trigger from ServiceM8

Setup an action from Square

That’s it! You just connected ServiceM8 to Square

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

Make work flow with AI

Frequently Asked Questions about ServiceM8 + Square integrations

Connect ServiceM8 and Square 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

Supported triggers and actions

Learn how to automate Square on the Zapier blog

6 ways to integrate Square with your business apps

Grow your store's revenue with Square

Remember to follow up on Square purchases with this automation

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