Connect ServiceM8 and WordPress to unlock the power of automation
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Set up your first integration
Quickly connect ServiceM8 to WordPress with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate ServiceM8 with WordPress - 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 "Upload Media" in WordPress.
You’re connected!
Zapier seamlessly connects ServiceM8 and WordPress, 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- Status
Try ItTriggerPolling
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use ServiceM8 and WordPress
Post job updates to WordPress blog
When a job's status changes to Completed in ServiceM8, Zapier will automatically create a new post in WordPress to update clients or stakeholders about completed work, saving time on manual updates and promoting transparency.
Business OwnerLog completed jobs onto a WordPress project page
Whenever a job is marked as Completed in ServiceM8, Zapier can log the details into a specific WordPress page or post. This creates a centralized and up-to-date record of project progress without requiring manual data entry.
Project ManagementLearn how to automate ServiceM8 on the Zapier blog
Learn how to automate WordPress on the Zapier blog
Frequently Asked Questions about ServiceM8 + WordPress integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ServiceM8 and WordPress
What is ServiceM8 and how does it relate to WordPress integration?
ServiceM8 is a cloud-based field service management software aimed at helping businesses manage jobs, quotes, scheduling, and invoicing. Integrating ServiceM8 with WordPress allows users to automate workflows—such as creating or updating customer records when a user submits a form on WordPress.
How can I integrate ServiceM8 with my WordPress site?
You can integrate ServiceM8 with WordPress using automation platforms such as ours, which enables you to connect different applications using triggers and actions. For example, when a new entry is submitted via a WordPress form (trigger), we can automatically create a new job in ServiceM8 (action).
What are some common triggers for integrating WordPress forms with ServiceM8?
Some common triggers include new form submissions on your WordPress site, updates to existing entries, or specific entries being tagged or categorized in a certain way. These triggers can then initiate actions within the ServiceM8 system, such as creating jobs or sending notifications.
Can actions in ServiceM8 trigger events on my WordPress website?
Yes, the integration can work both ways. For instance, completing a job in ServiceM8 could be set up to trigger an update in your WordPress database or even send out custom emails from your website using predefined templates.
Are there any limitations I should be aware of when integrating ServiceM8 with WordPress?
While our platform provides robust integration options between ServiceM8 and WordPress, it's important to consider API limits, data sync intervals, and ensure that both systems' security settings are compatible.
Is coding knowledge required to set up the integration between ServiceM8 and WordPress?
No coding knowledge is required for setting up most integrations through our platform. We offer an intuitive interface where you can easily select triggers and actions without needing technical skills.
How do we handle data security during the integration process between these platforms?
We prioritize data security by using encrypted connections for all data transmissions between WordPress and ServiceM8. Additionally, we comply with industry standards and provide options for users to further secure their authentication credentials.
