Asana + ServiceM8 + Xero integrations

Ready Workflows   for Asana + ServiceM8 + Xero integration

Handle quote acceptances, issue invoices, update accounts, create projects, and assign tasks, all in just one click.

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Create a Xero invoice and an Asana project when a ServiceM8 quote is accepted

Job quote is accepted in ServiceM8→Search contact by email address in Xero→Create sales invoice for existing contact in Xero→Create project in Asana

Automatically generate an invoice in Xero and a project board in Asana whenever a quote is accepted in ServiceM8.

When a customer accepts a quote in ServiceM8, waiting to manually set up accounting invoices and project boards slows down operations. This workflow finds the matching contact in Xero, drafts the sales invoice, and sets up a new project in Asana for your team. It eliminates duplicate data entry and ensures work starts immediately.

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Set up project tracking in Xero and Asana for high-value ServiceM8 quotes

Job quote is accepted in ServiceM8→Quote total exceeds $5,000→Create project in Xero→Create project from template in Asana

Automatically initialize project accounting in Xero and spawn a structured board from an Asana template for large ServiceM8 quotes.

High-value installations require structured oversight and separate financial tracking. This workflow checks if an accepted quote in ServiceM8 exceeds $5,000, then automatically sets up a project in Xero Projects and builds a delivery board from a template in Asana. Your team stays aligned on complex jobs from day one.

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Draft a Xero invoice and an Asana task when a ServiceM8 job is completed

Job is completed in ServiceM8→Create sales invoice in Xero→Create task in Asana

Generate an invoice in Xero and a follow-up task in Asana the moment a field job is marked complete in ServiceM8.

Completing a job in the field shouldn't require manual paperwork back at the office. This automation drafts the sales invoice in Xero for billing and creates a task in Asana for post-job review. Your administrative delay disappears entirely.

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Use AI to summarize ServiceM8 job notes into Xero invoice items and Asana tasks

Job is completed in ServiceM8→Summarize job notes, technician comments, and materials into invoice line items and quality summary→Create sales invoice in Xero→Create task in Asana

Synthesize technician notes into clean Xero invoice items and assign review tasks in Asana upon ServiceM8 job completion.

Raw field technician notes can be messy to translate into formal billing. This automation uses AI to read the notes, format them into clear invoice line items in Xero, and assign a review task in Asana. It ensures accurate billing without manual summarization.

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Notify Slack, create a Xero invoice, and assign an Asana task upon ServiceM8 job completion

Job is completed in ServiceM8→Create sales invoice in Xero→Create task in Asana→Send completion notification with invoice and task links to operations channel

Alert your operations channel in Slack while generating a Xero invoice and an Asana handover task when a ServiceM8 job finishes.

Keeping the wider operations team informed after a field visit is critical. This workflow handles accounting and task management while instantly posting a summary update to Slack. Everyone knows when a site visit wraps up.

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

Job invoice is paid in ServiceM8→Create payment in Xero→Create task in Asana

Record customer payments in Xero and generate an Asana task for warranty or dispatch when a ServiceM8 invoice is settled.

Collecting payments on-site in ServiceM8 requires immediate financial reconciliation and administrative follow-up. This workflow logs the payment against your Xero accounts and generates an Asana task for next steps. Manual bookkeeping errors are avoided.

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

New client is added in ServiceM8→Create contact in Xero→Create task in Asana

Automatically establish a billing contact in Xero and an onboarding task in Asana whenever a new client is created in ServiceM8.

Onboarding a new client in the field tool should instantly set up your financial ledger and internal workflows. This automation creates the contact in Xero and adds an onboarding task to your team's Asana board. Nothing slips through the cracks during setup.

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Log a subcontractor bill in Xero and create an Asana task upon ServiceM8 form completion

Form is completed in ServiceM8→Create task in Asana→Create bill in Xero

Schedule an inspection follow-up task in Asana and log accounts payable in Xero when a ServiceM8 compliance form is completed.

Field compliance forms provide the verified documentation needed to release subcontractor payables and schedule reviews. This automation logs the bill in Xero and opens a follow-up task in Asana. Administrative overhead is cut down significantly.

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Create a ServiceM8 job and an Asana task when a payment is recorded in Xero

Payment is created/updated in Xero→Create a job in ServiceM8→Create task in Asana

Dispatch a field job in ServiceM8 and set up a procurement task in Asana when deposit funds arrive in Xero.

Receiving a customer deposit in your accounting system signals that operational fulfillment can begin. This workflow automatically books the site installation job in ServiceM8 and creates a procurement task in Asana. Sales and operations stay perfectly in sync.

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Create a ServiceM8 job and an Asana project for fully paid Xero installation invoices

Payment is created/updated in Xero→Continue only if payment status is fully paid and reference contains 'Installation'→Create a job in ServiceM8→Create project in Asana

Trigger a ServiceM8 fitting job and an Asana project when an installation invoice is marked fully paid in Xero.

Pre-payment requirements mean field deployment should only happen once funds clear. This automation filters for fully paid installation invoices in Xero, then schedules the fitting job in ServiceM8 and spins up an installation project board in Asana.

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

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Why choose Integrately to automate Asana + ServiceM8 + Xero

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

1,500+ apps connected

Connect Asana + ServiceM8 + Xero with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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

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

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

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

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.

Prefer to connect just two apps? Explore each combination separately

Asana + ServiceM8

Create field jobs from project tasks and keep your team aligned.

Explore Integrations

ServiceM8 + Xero

Turn completed field service jobs into accounting invoices instantly.

Explore Integrations

Asana + Xero

Sync project milestones with accounting records and track project financials.

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Questions people ask

Can accepted quotes in ServiceM8 automatically create Xero invoices and Asana projects?

Yes, Integrately has a ready workflow to create a Xero invoice and an Asana project when a ServiceM8 quote is accepted. When a quote is marked accepted in ServiceM8, the automation finds the contact in Xero, creates the sales invoice, and initializes a project board in Asana.

Does completing a job in ServiceM8 generate a Xero invoice and an Asana task?

Yes, Integrately offers a ready automation to draft a Xero invoice and an Asana task when a ServiceM8 job is completed. As soon as a field worker marks a job complete, Integrately drafts the sales invoice in Xero and creates a review task in Asana.

Can paid invoices in ServiceM8 update Xero payments and create Asana tasks?

Yes, Integrately has a ready workflow to log a Xero payment and create an Asana task when a ServiceM8 invoice is paid. When a customer settles their bill in ServiceM8, Integrately records the payment against your Xero accounts and generates a follow-up task in Asana.

Do I need coding skills to connect Asana, ServiceM8 and Xero?

No. Integrately provides a visual, no-code setup where you simply connect Asana, ServiceM8, and Xero in a few clicks. You can also chat with Integrately AI agents to connect the 3 apps and automate your tasks.

Can new clients added in ServiceM8 automatically create Xero contacts and Asana tasks?

Yes, Integrately offers a ready workflow to create a Xero contact and an Asana task when a new client is added in ServiceM8. When a client profile is created in ServiceM8, Integrately establishes the billing contact in Xero and adds an onboarding task to Asana.

Can completed tasks in Asana book ServiceM8 jobs and raise Xero purchase orders?

Yes, Integrately has a ready workflow to book a ServiceM8 job and raise a Xero purchase order when an Asana task is completed. When a design or planning task is checked off in Asana, Integrately dispatches a site survey job in ServiceM8 and generates the purchase order in Xero.

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