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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Clust
    Item document is uploaded in Clust Instant
  • Clust
    Item econtract is signed in Clust Instant
  • Clust
    Application is submitted in Clust Instant
  • Clust
    Application stage is changed in Clust Instant
  • Clust
    Application is created in Clust Instant
  • Clust
    Item is approved in Clust Instant
  • Clust
    Application is closed in Clust Instant
  • Clust
    Item task is completed in Clust Instant
  • Clust
    Item form is completed in Clust Instant
  • Clust
    Item payment is received in Clust Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued 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.
  • Clust
    Search dossier item by ID in Clust
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job details by UUID 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 WorkflowsReady 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.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
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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.

Clust
ServiceM8
+
QuickBooks OnlineQuickBooks Online (8)
+
XeroXero (8)
+
GmailGmail (8)
+
StripeStripe (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
C
S
Q
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.
C
S
Q
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.
S
C
Q
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.
C
S
Q
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.
S
C
Q
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.
S
C
Q
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.
C
C
S
Q
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.
C
S
Q
S
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
Clust Triggers & Actions
Instant
Item document is uploaded in Clust
Triggers the automation when a document is uploaded to a location
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Instant
Item econtract is signed in Clust
Triggers the automation when an e-contract is signed
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Instant
Application is submitted in Clust
Triggers the automation when a new application is submitted
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Instant
Application stage is changed in Clust
Triggers the automation when a condition is met
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Instant
Application is created in Clust
Triggers the automation when a new application is created
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Instant
Item is approved in Clust
Triggers the automation when an item is approved
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Instant
Application is closed in Clust
Triggers the automation when any application is closed
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Instant
Item task is completed in Clust
Triggers the automation when any item task is completed
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Instant
Item form is completed in Clust
Triggers the automation when a form is completed
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Instant
Item payment is received in Clust
Triggers the automation when payment for an item is received
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Search dossier item by ID in Clust
Retrieves a dossier item using its unique id
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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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 photo is added in ServiceM8
Triggers automation when a photo is added to a job
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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 quote is sent in ServiceM8
Triggers automation when a job quote is sent
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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 is updated in ServiceM8
Triggers automation when a job is updated
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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
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Search client in ServiceM8
Searches client by name
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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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
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Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Clust + ServiceM8?

Streamline your intake-to-dispatch workflow with powerful triggers and actions connecting Clust and ServiceM8.

What you can automate?
🔄
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
Operations Managers
Field Service Dispatchers
Field Service Dispatchers
Client Account Leads
Client Account Leads
Recruitment & Onboarding Teams
Recruitment & Onboarding Teams
Field Technicians
Field Technicians
Compliance Officers
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.
Our team

Ready Workflows 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
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
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 Clust to ServiceM8?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Clust, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Clust and ServiceM8?
Frequently Asked Questions
How does Clust handle dossier items and applications during integration?
Frequently Asked Questions
Can ServiceM8 job status changes trigger updates in Clust?
Frequently Asked Questions
Do I need coding skills to automate Clust and ServiceM8?
Frequently Asked Questions
Is the Clust and ServiceM8 integration free?
Frequently Asked Questions
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Clust or ServiceM8 With 1500+ Other Apps

Clust
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ServiceM8
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Sync ServiceM8 with scheduling tools, payment processors, and communication platforms to keep field service operations running smoothly.
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