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How Zapier works
Zapier makes it easy to integrate ServiceM8 with Shopify - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Job Completed" from ServiceM8.
Add your action
An action happens after the trigger—such as "Add Line Item to Order" in Shopify.
You’re connected!
Zapier seamlessly connects ServiceM8 and Shopify, 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.
- Job Category
Try ItTriggerInstant- New Client
Triggers when a new Client is created.
Try ItTriggerInstant - Job Category
Try ItTriggerInstant- Customer Name
- Job StatusRequired
- 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
ActionWrite
- QueueRequired
- Job Category
Try ItTriggerInstant- Completed By
- Form TypeRequired
Try ItTriggerInstant- NameRequired
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
ActionWrite- New Blog
Triggers when a new blog is added to your Shopify store.
Try ItTriggerPolling
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Frequently Asked Questions about ServiceM8 + Shopify integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ServiceM8 and Shopify
What triggers are available when integrating ServiceM8 with Shopify?
When integrating ServiceM8 with Shopify, you have access to several triggers, such as New Customer Added, New Order Placed, and Updated Order in Shopify. These triggers can be used to initiate workflows within ServiceM8.
Can I create a job in ServiceM8 when an order is placed in Shopify?
Yes, you can set up a workflow to automatically create a new job in ServiceM8 whenever an order is placed in Shopify. This is done by using the 'New Order' trigger from Shopify and mapping relevant details to ServiceM8.
Is it possible to update customer details in Shopify when they're changed in ServiceM8?
While our integration primarily focuses on sending data from Shopify to ServiceM8, updating customer details back in Shopify currently requires a custom solution or additional tools.
How can I ensure that my stock levels stay updated between ServiceM8 and Shopify?
We do not directly sync stock levels between ServiceM8 and Shopify. You could use third-party apps or build custom automations that adjust stock levels based on the orders processed.
What happens if an order is cancelled in Shopify? Does it update in ServiceM8?
Yes, if an order is cancelled in Shopify and you have set up the appropriate trigger-action workflow, it will automatically update the related job status or entry within ServiceM8.
Can I use both Zapier and other integration tools simultaneously for linking ServiceM8 with Shopify?
While it's possible to use multiple integration tools at once, we recommend carefully managing them to avoid conflicts between workflows. Consider prioritizing one tool unless specific functionalities require multiple services.
Are there any limitations when connecting products from Shopify to jobs in ServiceM8?
: The primary limitation is that while product information can be pulled from orders placed through our integration setup, service-specific adaptations might need manual input within jobs created on Service M ̶due due differences between e-commerce products & field services needs