

Clinked + ServiceM8 Integration
Integrate Clinked to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Create tasks, upload project files, update folders, and notify your team automatically.
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Ready Workflows for Clinked + ServiceM8 Integration
Create tasks, organise folders, upload project files, and track job updates, 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 Clinked + ServiceM8 flow
Users often send invoice data to accounting software, schedule job dates on calendars, process payments, email clients, or alert teams on messaging apps after a ServiceM8 event triggers a Clinked update. Pick a combination and activate it in one click.


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Xero (4)
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Google Calendar (4)
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QuickBooks Online (4)
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Stripe (4)
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Gmail (4)
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Slack (4)
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When a Job invoice is paid in ServiceM8, create an invoice in Xero, and create a folder in Clinked.
Paid ServiceM8 invoices generate a corresponding Xero invoice and a Clinked project folder instantly.
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When a New client is added in ServiceM8, create a contact in Xero, and create a task in Clinked.
New ServiceM8 clients appear in Xero as contacts and generate onboarding tasks in Clinked without manual entry.
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When a Job quote is accepted in ServiceM8, create a bill in Xero, and upload a file in Clinked.
Accepted ServiceM8 quotes generate Xero billing records and upload signed documents to Clinked.
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When a Job is completed in ServiceM8, create a final invoice in Xero, and upload file in Clinked.
Completed service jobs trigger final Xero invoices and upload completion documents to Clinked.
Supported triggers and actions for Clinked and ServiceM8
Mix and match to build the exact automation you need

Clinked 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 Clinked + ServiceM8?
Streamline your field service management and client portal workflows with powerful automated actions.
⚙️
Automate core job and task workflows
Create Clinked tasks and folders automatically whenever new jobs are created or updated in ServiceM8, eliminating manual handoffs.
📋
Capture every submitted job detail
Map all available ServiceM8 form submissions and notes directly into Clinked folders instead of just basic contact names.
🔔
Alert your team instantly
Notify staff and project managers the moment job statuses change or quotes are accepted in ServiceM8.
🔀
Route workflows based on job type
Trigger different Clinked task assignments depending on the specific job category or status submitted in ServiceM8.
🔄
Keep client portals up to date
Synchronise job progress, photos, and files between ServiceM8 and Clinked in real time as field work progresses.
📂
Organise project files without duplicates
Automatically search for existing client folders in Clinked before creating new ones to maintain a clean workspace.
💳
Handle later billing and payment events
Trigger portal updates and task archiving the moment job invoices are paid or quotes are finalized in ServiceM8.
🌐
Extend your flow to messaging apps
Connect your core Clinked and ServiceM8 setup with Slack or Gmail to keep external stakeholders informed of every milestone.
And much more...
Who is Clinked + ServiceM8 integration for?
Service contractors, project managers, and operations teams streamline communication, manage customer portals, and track service jobs efficiently.
Operations Directors
Field Supervisors
Client Success Managers
Customer Support Teams
Project Coordinators
Operations Leads
📈
Operations Directors
You're reviewing field service metrics across disparate systems, but your portal only updates when someone manually exports records, so the job counts you're reviewing are always a few hours behind — with this integration, every new job lands in Clinked instantly and your data stays current.
⚡
Field Supervisors
You need to dispatch field staff and update client portals immediately, but manual handoffs cause frustrating delays and missed messages — automating both apps means every job status change triggers instant task creation and keeps your team fully aligned.
🤝
Client Success Managers
You answer to clients who expect real-time visibility into project progress, but compiling updates by hand takes hours away from relationship building — connecting these apps means every document and status update appears in their portal automatically.
📊
Customer Support Teams
The volume of incoming service requests is too high for your staff to keep up with manual file organization and task creation — automating both apps means every client submission generates organised folders and tasks without human effort.
🔄
Project Coordinators
You own the next step in project delivery and depend on field technicians to hand over job details before you can begin — with this integration, every completed service job triggers your onboarding tasks instantly.
📁
Operations Leads
You need a reliable audit trail of all service jobs, but manual record-keeping leaves frustrating gaps in your client history — automating both apps means every job note, photo, and invoice is logged correctly.

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 Clinked + ServiceM8
Build and manage your Clinked + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clinked + 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?
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Select Automation
2
Connect Accounts
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Automation is ready
Connect Clinked + ServiceM8 Now 
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Frequently Asked Questions
How do I connect Clinked to ServiceM8?
You can connect Clinked to ServiceM8 instantly using ready workflows or Integrately AI. With 42,000+ active users and 1,500+ integrations including Slack, Gmail, and Xero, setup takes just one click.
Can I automatically create Clinked tasks when a new job is created in ServiceM8?
Can I connect Clinked, ServiceM8, and Google Calendar?
What is a good Zapier alternative for Clinked and ServiceM8?
How does Clinked handle incoming data from ServiceM8?
Can ServiceM8 trigger actions in Clinked when job statuses change?
Do I need coding skills to automate Clinked and ServiceM8?
Is the Clinked and ServiceM8 integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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