Chatrace + ServiceM8 Integration

Integrate Chatrace to ServiceM8 in one click, or tell Integrately AI how you want each order handled. Capture sales details, create matching jobs, notify your team, and trigger follow-ups automatically.

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1.
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace Instant
  • ServiceM8
    Job invoice is sent 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 is checked in 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.
  • Chatrace
    Create SMS contact in Chatrace
  • Chatrace
    Create tag in Chatrace
  • Chatrace
    Seach user in Chatrace
  • Chatrace
    Set contact custom field in Chatrace
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get staff by UUID 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 Chatrace + ServiceM8 Integration

Capture sales, create service jobs, log details, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Chatrace + ServiceM8 Integration

Create ServiceM8 contact from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new contact is created in ServiceM8, this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Chatrace + ServiceM8 Integration

Create ServiceM8 contact from new Chatrace order

As an online store owner, you're likely using Chatrace to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Chatrace with ServiceM8? This integration will allow you to automatically create a contact for each new order in ServiceM8.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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ServiceM8 + Chatrace Integration

Create Chatrace contact for new ServiceM8 contact

Creating a new Chatrace contact for every new ServiceM8 contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this ServiceM8 - Chatrace integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Chatrace and ServiceM8 systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Connect more apps to your Chatrace + ServiceM8 flow

Sync your chat sales and field service operations with accounting, messaging, and marketing tools. Pick a combination and activate it in one click.

Chatrace
ServiceM8
+
Google SheetsGoogle Sheets (8)
+
TwilioTwilio (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
StripeStripe (8)
C
G
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Add every new Chatrace order to your Google Sheets log, and create a job in ServiceM8.
New Chatrace orders appear in your Google Sheets tracking log and create a job in ServiceM8 instantly.
S
G
C
Log every completed ServiceM8 job in Google Sheets, and set a custom field in Chatrace.
Completed ServiceM8 jobs update your Google Sheets records and set custom fields in Chatrace automatically.
S
G
C
When a ServiceM8 job status changes, update the Google Sheets row and set the custom field in Chatrace.
Job status updates in ServiceM8 instantly refresh your Google Sheets records and update Chatrace user data.
S
G
C
Create a Google Sheets row for every new ServiceM8 client, and search for the user in Chatrace.
New ServiceM8 clients populate your Google Sheets database and trigger user lookups in Chatrace.
C
G
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If a Chatrace order is concluded, log it in Google Sheets and create a job in ServiceM8.
Concluded Chatrace orders instantly populate Google Sheets and generate a new job in ServiceM8.
S
G
C
When a ServiceM8 job invoice is paid, update the Google Sheets log and set the contact custom field in Chatrace.
Paid ServiceM8 invoices update your financial Google Sheets tracker and update Chatrace user fields.
C
C
G
S
Use ChatGPT to summarise every Chatrace order, save the summary in Google Sheets, and create a job in ServiceM8.
AI summarises Chatrace orders, logs them in Google Sheets, and creates matching ServiceM8 jobs.
C
G
S
T
Turn every Chatrace order into a Google Sheets log, create a job in ServiceM8, and add a contact in Twilio.
Chatrace orders generate Google Sheets rows, ServiceM8 jobs, and SMS contacts via Twilio.

Supported triggers and actions for Chatrace and ServiceM8

Mix and match to build the exact automation you need

Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
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Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
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Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
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Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
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Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
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Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
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Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
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Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
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Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
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Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
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Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
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Create SMS contact in Chatrace
Adds a new sms contact
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Create tag in Chatrace
Generates a new tag
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Seach user in Chatrace
Searches for a user
Try it →
Set contact custom field in Chatrace
Sets a custom field for a contact
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
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
Try it →
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
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
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it →
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it →
Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
Try it →
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Search client in ServiceM8
Searches client by name
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it →
Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
Try it →
Create a job in ServiceM8
Creates a new job
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Chatrace + ServiceM8?

Connect your chat sales bot to your field service management system to streamline orders, jobs, and client data.

What you can automate?
🔄
Create service jobs from chat orders automatically
Instantly turn every new Chatrace order into a scheduled job in ServiceM8 without copying details by hand.
📝
Capture every submitted chat field
Map all custom questions and order answers from Chatrace into your ServiceM8 client and job records.
🔔
Alert your team the moment an order arrives
Notify dispatchers and field staff instantly when a customer completes a chat purchase or submits an enquiry.
🔀
Route jobs based on chat responses
Create different job types or apply specific tags in ServiceM8 depending on what the customer selects in Chatrace.
✏️
Keep client records updated across platforms
Synchronise customer details between Chatrace and ServiceM8 whenever contact information changes.
🔍
Prevent duplicate records with smart lookups
Search existing client databases in ServiceM8 before creating new profiles from chat bot activity.
Handle job completions and status updates
Trigger custom field updates in Chatrace whenever a ServiceM8 job status changes or is marked complete.
📊
Extend your workflow to team messaging tools
Send order alerts to Slack or log records in Google Sheets alongside your core Chatrace and ServiceM8 setup.
And much more...

Who is Chatrace + ServiceM8 integration for?

Service business owners, dispatchers, and marketers eliminate manual data entry between chat sales and field management platforms.

Performance marketers
Performance marketers
Field service managers
Field service managers
Client account managers
Client account managers
Operations leads
Operations leads
Dispatch coordinators
Dispatch coordinators
Business owners
Business owners
📈
Performance marketers
You're running chat marketing campaigns but your management dashboard only updates when someone manually exports orders, so the conversion counts you're optimising against are always hours behind — this integration means every new order flows straight into your systems instantly and your data stays current.
Field service managers
You need to dispatch technicians the moment a chat sale closes, but orders sit in your bot inbox until someone notices them, leaving clients waiting — with this integration, every new chat order creates a service job automatically so your team responds without delay.
🤝
Client account managers
You answer to clients who want immediate proof of job progress, but hunting down status updates across chat logs and field software takes half your morning — automating both apps means every job status change updates your client profiles instantly.
📊
Operations leads
The volume of inbound chat orders is too high for your administrative staff to keep up with manual data entry between platforms, leading to missed bookings — connecting these apps means every order and client record syncs without human intervention.
🛠️
Dispatch coordinators
You own the scheduling step and depend on your chat sales team to hand over accurate customer details, but vital notes often get lost in transit — this integration means every chat order arrives in your scheduling software with complete customer data intact.
📋
Business owners
You need a reliable history of customer interactions from initial chat bot engagement to final job sign-off, but fragmented tools leave frustrating gaps in your records — automating both apps means every touchpoint is captured in a unified workflow.
Our team

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Why choose Integrately to automate Chatrace + ServiceM8

Build and manage your Chatrace + 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 Chatrace + 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?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatrace to ServiceM8?
Frequently Asked Questions
You can connect Chatrace to ServiceM8 in one click using pre-built templates on Integrately. Choose a ready workflow or ask Integrately AI to set up your custom automation across Google Sheets, Twilio, Slack, and 1,500+ other apps.
Can I automatically create a ServiceM8 job when a new order is created in Chatrace?
Frequently Asked Questions
Can I connect Chatrace, ServiceM8, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Chatrace and ServiceM8?
Frequently Asked Questions
How does Chatrace handle orders and custom fields in integrations?
Frequently Asked Questions
How does ServiceM8 sync job updates with connected apps?
Frequently Asked Questions
Do I need coding skills to automate Chatrace and ServiceM8?
Frequently Asked Questions
Is the Chatrace and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect Chatrace or ServiceM8 With 1500+ Other Apps

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ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with accounting, invoicing, and reporting tools to keep your field operations financially aligned.
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