Accelo + ServiceM8 Integration

Integrate Accelo to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Create jobs, sync client details, log job updates, and streamline service delivery automatically.

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1.
  • Accelo
    Task is created in Accelo
  • Accelo
    Contact is created in Accelo
  • Accelo
    Request is created in Accelo
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • Accelo
    Create company in Accelo
  • Accelo
    Search company in Accelo
  • Accelo
    Create request in Accelo
  • Accelo
    Create timer in Accelo
  • Accelo
    Pause timers in Accelo
  • Accelo
    Search contact in Accelo
  • Accelo
    Create contact in Accelo
  • Accelo
    Create sale in Accelo
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready Workflows Ready Workflows for Accelo + ServiceM8 Integration

Capture requests, create jobs, update client details, log notes, and streamline service delivery, all in just one click.

Most popular automationsmost-popular-automations
Accelo + ServiceM8 Integration

Create ServiceM8 contact for new Accelo contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Accelo - ServiceM8 integration, anytime a new Accelo contact is created, an ServiceM8 contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Accelo + ServiceM8 Integration

Create ServiceM8 task for new Accelo contact

In Accelo, when you create a contact, it automatically creates a task in ServiceM8 for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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ServiceM8 + Accelo Integration

Create Accelo contact for new ServiceM8 form

When someone completes your ServiceM8, a new contact is automatically created in your Accelo. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the ServiceM8 is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a ServiceM8 - Accelo integration set up makes it easy to manage your customer relationships and grow your business.
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ServiceM8 + Accelo Integration

Create Accelo contact for new ServiceM8 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this ServiceM8 - Accelo integration, anytime a new ServiceM8 contact is created, an Accelo contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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ServiceM8 + Accelo Integration

Create Accelo sale for new ServiceM8 form

Integrating your Accelo with your ServiceM8, can help you automatically create new sales based on forms recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This ServiceM8 - Accelo integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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ServiceM8 + Accelo Integration

Create Accelo sale from new ServiceM8 contact

Anytime a new contact is created in your ServiceM8, a new sale will automatically be created in your Accelo. This ensures that all of your sale are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This ServiceM8 - Accelo integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Accelo + ServiceM8 flow

Send invoices, notify your team, log files, and track payments once your service workflows run. Pick a combination and activate it in one click.

Accelo
ServiceM8
+
QuickBooks OnlineQuickBooks Online (4)
+
XeroXero (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
S
Q
A
Create a QuickBooks Online invoice for every completed ServiceM8 job, and record the sale in Accelo
Completed ServiceM8 jobs instantly generate invoices in QuickBooks Online and sales records in Accelo without manual re-typing.
S
Q
A
When a ServiceM8 job invoice is paid, update QuickBooks Online and create an Accelo request
Paid invoices in ServiceM8 update QuickBooks Online and trigger follow-up requests in Accelo automatically.
C
S
Q
A
Use ChatGPT to categorise QuickBooks Online expenses from ServiceM8 jobs, and create an Accelo request
ChatGPT categorises QuickBooks Online expenses tied to ServiceM8 jobs and logs requests in Accelo for review.
S
Q
A
S
When a new ServiceM8 job is created, generate a QuickBooks Online estimate and notify Accelo
New ServiceM8 jobs generate QuickBooks Online estimates and kick off Accelo requests instantly.

Supported triggers and actions for Accelo and ServiceM8

Mix and match to build the exact automation you need

Accelo
Accelo Triggers & Actions
Task is created in Accelo
Triggers the automation when a new task is created
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Contact is created in Accelo
Triggers the automation when a new contact is created
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Request is created in Accelo
Triggers the automation when a new request is created
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Create company in Accelo
Generates a new company profile with given details
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Search company in Accelo
Finds information about a company
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Create request in Accelo
Generates a new request
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Create timer in Accelo
Starts a new timer
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Pause timers in Accelo
Pauses timers
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Search contact in Accelo
Finds and retrieves contact information
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Create contact in Accelo
Adds a new contact to the database
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Create sale in Accelo
Creates a new sale entry
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Search client in ServiceM8
Searches client by name
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Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
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What can you automate with Accelo + ServiceM8?

Streamline client work delivery and field operations by automating data flow between Accelo and ServiceM8.

What you can automate?
🔄
Sync Accelo requests into ServiceM8 jobs automatically
Turn every new request created in Accelo into a fully detailed job in ServiceM8 without manual copying. Keep your field technicians and office staff working from the same operational data.
📝
Capture every submitted field and form response
Map complete form submissions and job notes from ServiceM8 directly into Accelo requests. Ensure no critical client instruction or technical requirement gets lost during handoff.
🔔
Alert your team instantly on job updates
Trigger team notifications whenever a ServiceM8 job status changes or an Accelo task is created. Keep dispatchers, managers, and administrative staff informed in real time.
🔀
Route jobs based on submitted priority or type
Direct urgent service requests to priority queues in ServiceM8 while standard Accelo tasks follow normal workflows. Automate routing rules without manual sorting.
🔄
Keep client and company records updated
Automatically sync company details and contact information between Accelo and ServiceM8 whenever updates occur. Prevent outdated contact records from causing communication delays.
🔍
Search and create records without duplicates
Check existing Accelo contacts and companies before creating new entries from ServiceM8 client data. Maintain a clean database free of redundant records.
💳
Handle later status changes and invoice payments
Trigger downstream actions when a ServiceM8 job invoice is paid or a job is completed. Automatically update sales records and trigger closing workflows in Accelo.
💬
Extend your workflow to Slack or QuickBooks Online
Connect your core Accelo and ServiceM8 automation to supporting apps like Slack for team alerts or QuickBooks Online for invoicing. Build multi-step workflows that cover your entire business stack.
And much more...

Who is Accelo + ServiceM8 integration for?

Operations leaders, project managers, and field service teams use this integration to keep client data synchronized acrossAccelo and ServiceM8 without manual data entry.

Operations Directors
Operations Directors
Field Service Supervisors
Field Service Supervisors
Account Managers
Account Managers
Dispatch Coordinators
Dispatch Coordinators
Project Managers
Project Managers
Customer Support Leads
Customer Support Leads
📈
Operations Directors
You rely on Accelo requests and ServiceM8 job metrics to report on business performance, but manual sync delays mean your dashboard numbers are always hours behind — this integration means every new job and request updates instantly and your reports stay current.
Field Service Supervisors
You need to dispatch field staff the moment a client request arrives, but waiting for manual handoffs between Accelo and ServiceM8 leaves crews waiting — automating both apps means new jobs appear on field devices the second requests are logged.
🤝
Account Managers
Your clients ask for real-time progress updates on their service tickets, but disjointed systems force you to dig through multiple tabs before answering — connecting these apps means client records and job statuses stay perfectly aligned.
📊
Dispatch Coordinators
High volumes of daily service calls make manual job creation in ServiceM8 and Accelo impossible to keep up with without making errors — automating both apps means every submitted request becomes a structured job record without manual typing.
📋
Project Managers
You manage client deliverables in Accelo and depend on field teams using ServiceM8 to complete on-site work before you can invoice — this integration means completed jobs immediately trigger your next project phase.
🗂️
Customer Support Leads
You need a reliable customer history across support tickets and field visits, but missing entries create frustrating gaps in client records — automating these workflows means every contact and job note logs seamlessly.
Our team

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Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Accelo + ServiceM8

Build and manage your Accelo + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Accelo + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Accelo to ServiceM8?
Frequently Asked Questions
You can connect Accelo to ServiceM8 in just 1 click using ready-made templates on Integrately. Choose a popular automation workflow or ask Integrately AI to build your custom multi-step sequence connecting Accelo, ServiceM8, and tools like Slack or QuickBooks Online.
Can I automatically create ServiceM8 jobs from Accelo requests?
Frequently Asked Questions
Can I connect Accelo, ServiceM8, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Accelo and ServiceM8?
Frequently Asked Questions
How does Accelo handle tasks and requests in this integration?
Frequently Asked Questions
How are ServiceM8 job status updates tracked in Accelo?
Frequently Asked Questions
Do I need coding skills to automate Accelo and ServiceM8?
Frequently Asked Questions
Is the Accelo and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect Accelo or ServiceM8 With 1500+ Other Apps

Accelo
Popular Accelo Integrations
Connect Accelo to CRMs, project management platforms, and invoicing tools to manage client work delivery.
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ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with communication, scheduling, and document tools to streamline your field service operations.
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