Asana + ServiceM8 + Xero integration

Automate invoicing, payment tracking, client setup, quote follow-ups, and supplier bills across Asana, ServiceM8, and Xero.

Get Started For Free

Free forever.

Use premium features free for 14 days.

Popular automation

Trigger

Job is completed

in ServiceM8

Actions

Create sales invoice

in Xero

Create task

in Asana

Trusted by experts at...

1500+

App Integrations

20 Million+

Ready Automations

42,000+

Customers Worldwide

Ready Workflows for Asana + ServiceM8 + Xero integration

Send invoices when jobs finish, log payments, add new clients, follow up on quotes, and set up projects, all in just one click.

Trigger

Job is completed

in ServiceM8

Actions

Create sales invoice

in Xero

Create task

in Asana

Draft a Xero invoice and an Asana review task as soon as a ServiceM8 job is done

When a plumbing job is marked complete in ServiceM8, the invoice is drafted in Xero and a review task appears in Asana.

Finished jobs often wait days before anyone bills them, and the review step gets forgotten. This workflow drafts the invoice in Xero and creates an Asana task for the operations manager as soon as the technician closes the job. Nobody has to retype job details or chase a follow-up. Invoices go out sooner and fewer finished jobs slip past a check.

Activate

Trigger

Job quote is accepted

in ServiceM8

Actions

Search contact by email address

in Xero

Create sales invoice for existing contact

in Xero

Create project

in Asana

Bill the matched customer in Xero and start an Asana project when they accept a ServiceM8 quote

When a customer accepts a heating quote in ServiceM8, Xero finds their contact, drafts a deposit invoice, and Asana gets a project for the crew.

Accepted quotes need a deposit invoice before work can start, and the crew needs somewhere to track the install. This workflow finds the customer in Xero by email, drafts the deposit invoice against their existing contact, and opens an Asana project for the operations team. Nobody has to hunt for the customer or set up the project by hand. Work starts sooner and the deposit does not get forgotten.

Activate

Trigger

Job quote is accepted

in ServiceM8

Actions

Quote total exceeds $5,000

in Condition

Create project

in Xero

Create project from template

in Asana

Set up Xero project tracking and an Asana delivery board for large ServiceM8 quotes over $5,000

Quotes above $5,000 accepted in ServiceM8 get a Xero project for costs and an Asana delivery board built from a template.

Large electrical jobs need cost tracking and a clear delivery plan from the first day. This workflow only runs when the accepted quote is over $5,000, so smaller jobs do not clutter the boards. Xero gets a project to track costs, and Asana gets a ready-made delivery board from your template. The team starts with the structure already in place.

Activate

Trigger

Job is completed

in ServiceM8

Actions

Summarize job notes, technician comments, and materials into invoice line items and quality summary

in ChatGPT

Create sales invoice

in Xero

Create task

in Asana

Turn technician notes into invoice wording in Xero and a review task in Asana when a ServiceM8 job is completed

When a repair job closes in ServiceM8, ChatGPT tidies the technician notes into invoice lines for Xero and a review summary for Asana.

Technician notes are often short and messy, which makes invoices hard to read and reviews slow. This workflow sends the job notes, comments and materials to ChatGPT, which turns them into clear invoice line items and a quality summary. The invoice goes to Xero and the summary lands in an Asana task for review. Clients get clearer bills and managers see what happened without reading every note.

Activate

Trigger

Job is completed

in ServiceM8

Actions

Create sales invoice

in Xero

Create task

in Asana

Send completion notification with invoice and task links to operations channel

in Slack

Create the Xero invoice and Asana handover task, then alert the office in Slack when a ServiceM8 job closes

When a security installation finishes on site, Xero gets the invoice, Asana gets the handover task, and the office gets a Slack message with both links.

Field teams finish jobs, but the office often only hears about it hours later. This workflow creates the Xero invoice and the Asana handover task, then sends a Slack message with both links to the operations channel. The office can see straight away that a job is done and what needs doing next. Nobody has to pass the news along by phone or chase a handover.

Activate

Trigger

Job invoice is paid

in ServiceM8

Actions

Create payment

in Xero

Create task

in Asana

Log the payment in Xero and create an Asana warranty task when a ServiceM8 invoice is paid

When a customer pays a roofing invoice in ServiceM8, the payment goes into Xero and a warranty pack task opens in Asana.

Card payments taken on site need to show up in the accounts straight away. This workflow logs the payment against the right account in Xero and creates an Asana task so the warranty pack gets sent. Accounts stay up to date and the paperwork is not missed once the job is paid. Nobody has to re-enter payments or remember the warranty step.

Activate

Trigger

New client is added

in ServiceM8

Actions

Create contact

in Xero

Create task

in Asana

Create a Xero billing contact and an Asana welcome task when a new client is added in ServiceM8

A new homeowner added in ServiceM8 gets a billing contact in Xero and a welcome task in Asana.

New clients need a billing profile before the first invoice goes out, and onboarding steps are easy to forget. This workflow creates the contact in Xero and adds a welcome task to the client board in Asana as soon as the client is added. Billing is ready from day one and each onboarding step has an owner. Nobody has to type the same details into two apps.

Activate

Trigger

Form is completed

in ServiceM8

Actions

Create task

in Asana

Create bill

in Xero

Add an Asana follow-up task and a Xero supplier bill when a subcontractor compliance form is completed in ServiceM8

When a subcontractor finishes a compliance form in ServiceM8, Asana schedules the follow-up and Xero logs their bill.

Compliance forms show a subcontractor's work is ready to pay, and follow-up inspections need booking. This workflow creates an Asana task for the inspection follow-up and logs the subcontractor's bill in Xero for accounts payable. Bills get recorded from verified paperwork instead of waiting for an email. The follow-up does not slip because someone forgot to book it.

Activate

Trigger

Payment is created/updated

in Xero

Actions

Create a job

in ServiceM8

Create task

in Asana

Book a ServiceM8 installation job and an Asana procurement task when a customer's deposit lands in Xero

When a deposit payment appears in Xero, a site job is booked in ServiceM8 and Asana gets a panel delivery task.

Solar installs cannot be booked until the deposit clears, and panels need ordering early. This workflow books the install job in ServiceM8 as soon as the payment comes through in Xero, and creates an Asana task for panel delivery. Crews get scheduled sooner and the order is not left waiting. Nobody has to check the bank for deposits before booking the job.

Activate

1of3

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

More ways to automate your
Asana + ServiceM8 + Xero workflow

Connect 1,500+ apps and get more done from your workflows.

Text the crew their schedule

Once a job is booked in ServiceM8, Twilio can text the assigned technician the address and time. The crew gets the details on their phone without anyone making a call.

Save job photos automatically

When a job is completed, Google Drive can save the site photos into a folder named for the client. Office staff can find the job files in one place when a customer asks later.

Alert the sales team

When a quote is sent, Microsoft Teams can post a message to the sales channel. The salesperson knows a follow-up is due without checking the task board.

Send the customer a receipt

Once a payment is logged in Xero, Gmail can send the customer a receipt with the job details. They get proof of payment without anyone typing an email.

Book the follow-up call

After a quote is sent, Google Calendar can block a follow-up call slot for the salesperson. The call is planned at the same moment the quote goes out.

Ask for feedback after payment

Once an invoice is paid, Typeform can send the customer a short feedback form. Your team gets honest reviews to share on your website.

How the data usually flows between Asana, ServiceM8 and Xero

See how information moves automatically from your field app through your accounts to your team's task board.

ServiceM8

The moment a technician closes a job in the field, the workflow starts. The office does not need to be told by phone or message.

Job finished

Xero

The job details reach Xero and a sales invoice is drafted for the customer. Billing starts without anyone retyping the job.

Invoice drafted

Asana

A task lands on the team's board with the job in view. The operations manager knows a check is needed without going looking for it.

Review assigned

Xero

Once the invoice is out, the customer can pay and the money is tracked against it. You can see who has paid and who still owes without checking by hand.

Get paid

Fully Automated

Once set up, your data moves seamlessly
between Asana, ServiceM8 and Xero.