

Clust + ServiceM8 Integration
Integrate Clust to ServiceM8 in one click, or tell Integrately AI how you want each application handled. Create jobs, sync client details, notify your team, and track applications automatically.
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Ready Workflows for Clust + ServiceM8 Integration
Create jobs from submitted applications, update client records, alert your team, 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 Clust + ServiceM8 flow
Send invoices, notify teams, record payments, and backup files across your wider tech stack. Pick a combination and activate it in one click.


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QuickBooks Online (8)
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Xero (8)
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Gmail (8)
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Stripe (8)
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Slack (8)
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Google Drive (8)
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Add every submitted Clust application to ServiceM8 as a new job, and create a customer in QuickBooks Online
Submitted Clust applications immediately generate a ServiceM8 job and a QuickBooks Online customer record without manual data entry.
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Create a QuickBooks Online invoice for every ServiceM8 job created from a completed Clust form
Completed Clust forms trigger ServiceM8 job creation and automatically generate a QuickBooks Online invoice for billing.
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When a ServiceM8 job is completed, search the dossier item by ID in Clust and record the payment in QuickBooks Online
Completed ServiceM8 jobs retrieve Clust dossier details and log the transaction in QuickBooks Online automatically.
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Create a QuickBooks Online estimate for every ServiceM8 job generated from a signed Clust econtract
Signed Clust econtracts initiate a ServiceM8 job and establish a formal QuickBooks Online estimate instantly.
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If a ServiceM8 job status changes to in progress, search the Clust dossier item by ID and update the customer in QuickBooks Online
Active ServiceM8 job updates pull Clust dossier records to refresh customer details in QuickBooks Online.
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When a ServiceM8 job invoice is paid, search the Clust dossier item by ID and mark the QuickBooks Online invoice as paid
Paid ServiceM8 invoices locate the corresponding Clust dossier and update QuickBooks Online payment statuses.
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Use ChatGPT to analyse every Clust application before creating a ServiceM8 job and generating a QuickBooks Online customer
ChatGPT reviews new Clust applications, triggering a ServiceM8 job creation and a QuickBooks Online customer profile.
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Turn every Clust application into a ServiceM8 job, create a QuickBooks Online customer, and notify your finance team in Slack
New Clust applications create ServiceM8 jobs, establish QuickBooks Online accounts, and alert finance in Slack.
Supported triggers and actions for Clust and ServiceM8
Mix and match to build the exact automation you need

Clust Triggers & Actions
Instant
Item document is uploaded in Clust
Triggers the automation when a document is uploaded to a location
Try it → Instant
Item econtract is signed in Clust
Triggers the automation when an e-contract is signed
Try it → Instant
Application is submitted in Clust
Triggers the automation when a new application is submitted
Try it → Instant
Application stage is changed in Clust
Triggers the automation when a condition is met
Try it → Instant
Application is created in Clust
Triggers the automation when a new application is created
Try it → Instant
Application is closed in Clust
Triggers the automation when any application is closed
Try it → Instant
Item task is completed in Clust
Triggers the automation when any item task is completed
Try it → Instant
Item payment is received in Clust
Triggers the automation when payment for an item is received
Try it → 
ServiceM8 Triggers & Actions
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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 Clust + ServiceM8?
Streamline your intake-to-dispatch workflow with powerful triggers and actions connecting Clust and ServiceM8.
🔄
Create ServiceM8 jobs from Clust applications
Automatically generate a new job in ServiceM8 the exact moment a candidate submits an application through your branded Clust portal.
📝
Capture every submitted form and econtract
Map detailed form responses and signed econtracts from Clust directly into ServiceM8 client and job records without manual typing.
🔔
Alert your team the moment work arrives
Trigger instant notifications in Slack or via email whenever a new application or document is uploaded in Clust.
🔀
Route jobs based on submitted application fields
Assign different ServiceM8 job templates or priority tags depending on the specific criteria selected in the candidate's Clust submission.
🔄
Keep client records synchronised across apps
Automatically search and update client profiles in ServiceM8 when application stages or dossier details change in Clust.
🚫
Prevent duplicate client records
Search existing client databases before creating entries, ensuring clean records and preventing duplicate customer profiles.
💳
Automate status updates upon payment or completion
Update job stages, record payments, and trigger closing workflows across both platforms when invoices are settled.
💬
Extend workflows to Slack or Gmail
Connect your core Clust and ServiceM8 automation with Slack or Gmail to notify stakeholders and send client confirmations instantly.
And much more...
Who is Clust + ServiceM8 integration for?
Connecting Clust and ServiceM8 eliminates manual data entry between your intake portal and field service operations, keeping applicant and job records perfectly synchronised.
Operations Managers
Field Service Dispatchers
Client Account Leads
Recruitment & Onboarding Teams
Field Technicians
Compliance Officers
📈
Operations Managers
You're overseeing intake and service dispatch, but your tracking metrics only update when staff manually export submissions, so the job counts you're reviewing are always a few hours behind — this integration means every new application populates your field service schedule instantly and your operational metrics stay current.
⚡
Field Service Dispatchers
You need to assign technicians immediately when candidates apply, but delayed hand-offs leave you scrambling to fill service windows — this integration means every submitted application creates a service job right away and dispatchers can assign field staff without waiting.
🤝
Client Account Leads
You answer to stakeholders who want immediate visibility into incoming service requests, but scattered paperwork leaves you searching for status updates — this integration means every client submission automatically establishes a tracked job record so you can report on progress with absolute confidence.
📋
Recruitment & Onboarding Teams
The volume of incoming candidate applications is too high for anyone to keep up by hand, leading to missed follow-ups and administrative backlog — this integration means every candidate submission automatically provisions the necessary client and job profiles so your team never drops an intake.
🔧
Field Technicians
You own the on-site execution and depend on office staff to hand over correct client details, but missing information forces you to make frustrating phone calls — this integration means every job created from a portal application carries full client and document context straight into your mobile view.
📁
Compliance Officers
You need a reliable audit history for every candidate and customer interaction, but manual record-keeping keeps producing gaps in your archive — this integration means every econtract signature and form completion logs a verifiable trace across both platforms automatically.

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 Clust + ServiceM8
Build and manage your Clust + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Clust + 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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Connect Accounts
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Automation is ready
Connect Clust + ServiceM8 Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Clust to ServiceM8?
You can connect Clust to ServiceM8 instantly in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations linking both apps alongside tools like Slack and Gmail.
Can I automatically create a ServiceM8 job when a candidate submits an application in Clust?
Can I connect Clust, ServiceM8, and Slack?
What is a good Zapier alternative for Clust and ServiceM8?
How does Clust handle dossier items and applications during integration?
Can ServiceM8 job status changes trigger updates in Clust?
Do I need coding skills to automate Clust and ServiceM8?
Is the Clust and ServiceM8 integration free?
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