Coda + ServiceM8 Integration
Integrate Coda to ServiceM8 in one click, or tell Integrately AI how you want each row handled. Create service jobs, update client records, alert your team, and track project milestones automatically.
Free forever.Use premium features free for 14 days.1.
Row is created in Coda- Row is created or updated in Coda
Job is completed in ServiceM8 Instant- Job note is added in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Search row using column and value in Coda
- Create row in Coda
- Upsert row in Coda
- Update row in Coda
- Copy doc in Coda
- 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 Coda + ServiceM8 Integration
Capture client data, create service jobs, keep project docs updated, alert your field staff, and track progress, 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 Coda + ServiceM8 flow
Send invoices, notify teams via messaging, and sync accounting records right after your core automation finishes. Pick a combination and activate it in one click.
+
Xero (8)
Xero (8) +
Twilio (8)
Twilio (8) +
QuickBooks Online (8)
QuickBooks Online (8) +
Google Drive (8)
Google Drive (8) +
Stripe (8)
Stripe (8) +
Gmail (8)
Gmail (8) S
X
C
When a new job is created in ServiceM8, create an invoice in Xero and add the job details as a row in Coda.
New ServiceM8 jobs instantly generate a Xero invoice and record the details in Coda, removing manual data entry.
S
X
C
When a job quote is accepted in ServiceM8, create an invoice in Xero and log the approval in Coda.
Accepted ServiceM8 quotes trigger a Xero invoice and update Coda instantly.
S
X
C
When a job is completed in ServiceM8, update the invoice status in Xero and update the matching row in Coda.
Completed jobs update your Xero invoicing and Coda tracking status automatically.
X
S
C
Create a ServiceM8 job when a Xero invoice is paid, and record the payment in Coda.
Paid Xero invoices create new ServiceM8 jobs and log records in Coda.
S
X
C
If a ServiceM8 job invoice is paid, update the invoice in Xero and update the status column in Coda.
Paid ServiceM8 invoices update Xero accounting records and Coda tracking rows.
X
S
C
When a Xero invoice is sent, update the ServiceM8 job details and add a tracking row in Coda.
Sent Xero invoices update ServiceM8 jobs and log tracking entries in Coda.
S
X
C
Use Claude to extract line items from a ServiceM8 form submission, create an invoice in Xero, and log the breakdown in Coda.
Claude processes ServiceM8 form submissions to generate Xero invoices and Coda logs.
S
X
C
G
Turn a completed ServiceM8 job into a Xero invoice, record the revenue in Coda, and save a summary document in Google Drive.
Completed jobs update Xero, log revenue in Coda, and archive documents in Google Drive.
Supported triggers and actions for Coda and ServiceM8
Mix and match to build the exact automation you need
Coda Triggers & Actions
ServiceM8 Triggers & Actions
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 → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → What can you automate with Coda + ServiceM8?
Connect your documents and field service management tools to run end-to-end operational workflows automatically.
🔄
Sync new rows into service jobs
Automatically create a new job in ServiceM8 the moment a row is created in Coda, bridging your planning documents with field execution.
📝
Capture every submitted field
Map all available form submissions and job notes into separate Coda columns instead of just basic names and emails, making your database far more useful.
🔔
Notify your team instantly
Alert dispatchers and field staff the second a job status changes or a new quote is accepted in ServiceM8.
🔀
Route tasks based on submitted data
Send high-priority service requests to specific Coda tracking tables or assign them to designated team members depending on custom form fields.
📊
Keep project status up to date
Update Coda tracking rows automatically whenever job statuses change, forms are completed, or invoices are paid in ServiceM8.
🔍
Upsert records to prevent duplicates
Search for existing entries before creating new records, ensuring your client database remains clean and free of duplicate rows.
💳
Handle later status changes and billing
Trigger automated accounting updates and document archiving when job invoices are paid or projects are marked complete.
🔗
Extend your workflow to Xero
Push completed ServiceM8 jobs directly into Xero for invoicing while logging revenue summaries in Coda automatically.
And much more...
Who is Coda + ServiceM8 integration for?
Operations managers, field coordinators, and project teams depend on this integration to eliminate manual data entry and keep service workflows synchronized across platforms.
Performance managers and analysts
Service dispatchers
Account managers
Customer support leads
Field technicians
Project managers
📈
Performance managers and analysts
You're tracking operational metrics in Coda documents but your field data only updates when someone manually exports records, so the row counts you're reporting against are always a few hours behind — with this integration, every new job lands in your doc instantly and your data stays current.
⚡
Service dispatchers
You need to assign field staff the moment a client request comes in, but manual notifications leave technicians waiting in the dark — with this integration, every new job update triggers immediate alerts so your team can act fast.
🤝
Account managers
You answer to clients who want constant visibility into job progress, but chasing field staff for updates eats up half your day — connecting these apps means every project status change reflects in your master tracker automatically.
📋
Customer support leads
The volume of inbound service inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and frustrated clients — this integration means every client submission is captured and logged without manual effort.
🔧
Field technicians
You own the on-site execution and depend on office staff to hand over job details before you arrive, but paperwork delays stall your schedule — automating both apps means your job notes and client details appear on your screen the moment work is booked.
🗂️
Project managers
You need a reliable history of every completed service order and keep finding gaps in your project logs due to human error — with this integration, every state change is recorded accurately from start to finish.
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 Coda + ServiceM8
Build and manage your Coda + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Coda + 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 Coda + ServiceM8 Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Coda + ServiceM8 Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Coda to ServiceM8?
You can connect Coda to ServiceM8 in 1 click using ready workflows on Integrately or by asking Integrately AI to build the automation for you. With 1,500+ integrations available, you can also link Xero, QuickBooks Online, and Gmail to extend your workflow.
Can I automatically create a ServiceM8 job when a new Coda row is created?
Can I connect Coda, ServiceM8, and Xero?
What is a good Zapier alternative for Coda and ServiceM8?
How does Coda handle row updates in this integration?
Can ServiceM8 trigger updates in other documents?
Do I need coding skills to automate Coda and ServiceM8?
Is the Coda 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.
Want to automate something else in your workflow?
You Can Also Connect Coda or ServiceM8 With 1500+ Other Apps
Popular Coda Integrations
Connect Coda with document tools, databases, and reporting platforms to keep project data synchronized across your entire team.
See All
Coda Integrations
Coda Integrations
No popular apps found
Popular ServiceM8 Integrations
Sync ServiceM8 with accounting, messaging, and CRM tools to streamline field operations and billing workflows.
See All
ServiceM8 Integrations
ServiceM8 Integrations
No popular apps found
