Chatter + ServiceM8 Integration
Integrate Chatter to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Connect team discussions to field operations, create jobs, alert staff, and log project details automatically.
Free forever.Use premium features free for 14 days.1.
Post is created in feed in Chatter- Group is created in Chatter
- Topic is created in Chatter
Job invoice is sent in ServiceM8 Instant- Job is queued in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Create post in feed in Chatter
- Search client in ServiceM8
- Get job details by UUID in ServiceM8
- Get staff by UUID in ServiceM8
- Get job client details by company UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
Trusted by experts at...
Ready Workflows for Chatter + ServiceM8 Integration
Capture team communications, create jobs, notify staff, update client records, and track statuses, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Chatter + ServiceM8 flow
Send invoices, notify teams via chat, log calendar bookings, and track payments across your entire business stack. Pick a combination and activate it in one click.
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Xero (3)
Xero (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Google Calendar (3)
Google Calendar (3) +
Stripe (3)
Stripe (3) C
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Create a ServiceM8 job from every Chatter post, and generate a draft invoice in Xero
Chatter posts automatically turn into ServiceM8 jobs and Xero draft invoices instantly, removing double-handling between teams.
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C
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When a ServiceM8 job is completed, create a post in Chatter and record the payment status in Xero
Completed ServiceM8 jobs update your Chatter feed and record payment details in Xero automatically.
C
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Use Claude to summarise Chatter project notes, create a ServiceM8 job, and log the billable amount in Xero
Claude extracts project details from Chatter posts to set up ServiceM8 jobs and Xero financial entries.
Supported triggers and actions for Chatter and ServiceM8
Mix and match to build the exact automation you need
Chatter Triggers & Actions
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → What can you automate with Chatter + ServiceM8?
Streamline communication, field operations, and data tracking across your entire service business.
🚀
Sync team communications into field jobs
Turn every important post created in feed in Chatter into a fully scheduled job in ServiceM8 instantly, removing manual handoffs between office and field staff.
📝
Capture every submitted form and note
Transfer complete client form submissions and job notes directly between platforms so no critical project requirement ever gets lost in translation.
🔔
Alert your team the moment work changes
Notify dispatchers and technicians immediately when job statuses change, quotes are accepted, or new client records are added to the system.
🔀
Route workflows based on submitted fields
Trigger distinct automated actions depending on specific criteria like job urgency, customer tier, or staff clock-on events.
🔄
Keep destination records fully updated
Automatically update client profiles, company details, and job statuses across both apps whenever modifications occur in either platform.
🔍
Search and prevent duplicate entries
Check existing client records before creating new entries in ServiceM8, ensuring clean data and avoiding redundant customer profiles.
💳
Automate billing after job completion
Trigger invoice creation, payment processing, or proposal updates the moment a job is completed or an invoice is paid.
🔗
Extend workflows to your favorite tools
Connect your core Chatter and ServiceM8 flow to apps like Slack, Xero, or Gmail to notify stakeholders and sync financial data effortlessly.
And much more...
Who is Chatter + ServiceM8 integration for?
Connecting Chatter and ServiceM8 eliminates administrative silos, keeping teams aligned from initial team discussions to completed field jobs.
Operations Managers
Dispatch Coordinators
Account Managers
Service Administrators
Field Supervisors
Business Owners
📈
Operations Managers
You review completion reports to measure team efficiency, but manual data transfers leave your dashboards outdated — with this integration, every new job and status update flows instantly so your metrics stay accurate.
⚡
Dispatch Coordinators
You need to assign field technicians the moment projects are approved in team chats, but communication delays leave crews waiting — with this integration, every Chatter discussion immediately triggers a ServiceM8 job and alerts your dispatch channel.
🤝
Account Managers
Clients ask for progress updates on their active service requests, but tracking down field notes takes valuable time — with this integration, every job status change and form submission updates your central workspace automatically.
📊
Service Administrators
High volumes of daily service requests overwhelm your staff when copying customer details between platforms by hand — with this integration, every client record and job ticket is created automatically without manual entry errors.
🔧
Field Supervisors
Your teams depend on office staff to hand over job details and quote approvals before heading out to sites — with this integration, accepted quotes and scheduled appointments flow straight to your operational tools without friction.
📋
Business Owners
You rely on complete operational history to audit profitability, but manual record-keeping results in missing job notes and fragmented logs — with this integration, every communication and completed task forms an uncompromised audit trail.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Chatter + ServiceM8
Build and manage your Chatter + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Chatter + ServiceM8 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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Chatter + ServiceM8 Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Chatter to ServiceM8?
You can connect Chatter to ServiceM8 in 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Slack, Xero, and Gmail.
Can I automatically create ServiceM8 jobs from Chatter posts?
Can I connect Chatter, ServiceM8, and Slack?
What is a good Zapier alternative for Chatter and ServiceM8?
How do Chatter posts trigger ServiceM8 jobs?
Can I sync client details between Chatter and ServiceM8?
Do I need coding skills to automate Chatter and ServiceM8?
Is the Chatter and ServiceM8 integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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