Convert Builder + ServiceM8 Integration

Integrate Convert Builder to ServiceM8 in one click, or tell Integrately AI how you want each booking handled. Convert bookings into ServiceM8 clients, create jobs, alert your field team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Convert Builder
    Form response is created in Convert Builder Instant
  • Convert Builder
    Order is created in Convert Builder Instant
  • Convert Builder
    Order is updated in Convert Builder Instant
  • Convert Builder
    Product is created in Convert Builder Instant
  • Convert Builder
    Product is updated in Convert Builder Instant
  • Convert Builder
    Booking is created in Convert Builder Instant
  • Convert Builder
    Contact is created or updated in Convert Builder Instant
  • ServiceM8
    Staff has clocked on 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 status is changed in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Job is updated 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
    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.
  • Convert Builder
    Get order by Id in Convert Builder
  • Convert Builder
    Create contact in Convert Builder
  • Convert Builder
    Delete contact in Convert Builder
  • Convert Builder
    Update product in Convert Builder
  • Convert Builder
    Search contact in Convert Builder
  • Convert Builder
    Update contact in Convert Builder
  • Convert Builder
    Create product in Convert Builder
  • Convert Builder
    Create member in Convert Builder
  • Convert Builder
    Delete member in Convert Builder
  • Convert Builder
    Update member in Convert Builder
  • Convert Builder
    Search product in Convert Builder
  • Convert Builder
    Create member group in Convert Builder
  • Convert Builder
    Update member group in Convert Builder
  • Convert Builder
    Delete member group in Convert Builder
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for Convert Builder + ServiceM8 Integration

Capture bookings, create clients, schedule jobs, alert your team, and send confirmations, 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.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Convert Builder + ServiceM8 flow

Connect billing, accounting, team messaging, and customer communications after your core workflow completes. Pick a combination and activate it in one click.

Convert Builder
ServiceM8
+
StripeStripe (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
XeroXero (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
TwilioTwilio (3)
C
S
S
Create a Stripe customer for every new Convert Builder booking, and create the matching client in ServiceM8
Every new Convert Builder booking immediately creates a customer in Stripe and a client in ServiceM8, eliminating manual data entry across your billing and field service tools.
C
S
S
Generate a Stripe payment link for every Convert Builder order, and update the client record in ServiceM8
Convert Builder orders trigger an instant Stripe payment link while updating the client details in ServiceM8 so your team sees payment status immediately.
C
S
S
When a Convert Builder product is updated, create a Stripe product and log the update in ServiceM8
Keep your product catalog aligned across Convert Builder, Stripe, and ServiceM8 the moment an update occurs.

Supported triggers and actions for Convert Builder and ServiceM8

Mix and match to build the exact automation you need

Convert Builder
Convert Builder Triggers & Actions
Instant
Form response is created in Convert Builder
Triggers the automation when a form is filled
Try it →
Instant
Order is created in Convert Builder
Triggers the automation when a new order is created
Try it →
Instant
Order is updated in Convert Builder
Triggers the automation when any order is updated
Try it →
Instant
Product is created in Convert Builder
Triggers the automation when a new product is created
Try it →
Instant
Product is updated in Convert Builder
Triggers the automation when a product is updated
Try it →
Instant
Booking is created in Convert Builder
Triggers the automation when a new booking is created
Try it →
Instant
Contact is created or updated in Convert Builder
Triggers the automation when a contact is created or updated
Try it →
Get order by Id in Convert Builder
Try it →
Create contact in Convert Builder
Adds a new contact to the database
Try it →
Delete contact in Convert Builder
Removes a contact from the address book
Try it →
Update product in Convert Builder
Updates product information
Try it →
Search contact in Convert Builder
Finds and retrieves contact information
Try it →
Update contact in Convert Builder
Updates contact information with new details
Try it →
Create product in Convert Builder
Generates and launch new products
Try it →
Create member in Convert Builder
Adds a new member to the system
Try it →
Delete member in Convert Builder
Removes a member from the system
Try it →
Update member in Convert Builder
Updates a member's information
Try it →
Search product in Convert Builder
Searches for a product
Try it →
Create member group in Convert Builder
Creates a new group of members
Try it →
Update member group in Convert Builder
Updates the particular member group
Try it →
Delete member group in Convert Builder
Deletes a member group
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it →
Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
Try it →
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it →
Search client in ServiceM8
Searches client by name
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
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
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Convert Builder + ServiceM8?

Streamline your entire service business workflow from Convert Builder bookings to ServiceM8 job execution.

What you can automate?
🚀
Convert every new booking into a service job
Capture bookings made in Convert Builder and automatically create corresponding client profiles and jobs in ServiceM8 the moment they are submitted.
📋
Capture every submitted landing page form field
Map all custom form inputs from Convert Builder into ServiceM8 client notes and job descriptions instead of just basic names and emails.
🔔
Alert your dispatch team instantly on new orders
Send immediate notifications to your team whenever a new order or booking is registered in Convert Builder.
🔀
Route jobs based on submitted service tiers
Apply conditional logic to assign priority job statuses in ServiceM8 depending on the specific package selected in Convert Builder.
🔄
Keep client records updated across platforms
Automatically update existing client information in ServiceM8 whenever contact details are modified in Convert Builder.
🛡️
Prevent duplicate records during lead creation
Search existing client databases before creating new records to ensure your ServiceM8 account remains clean and organized.
⚙️
Handle job status changes and updates
Trigger downstream communications and follow-ups whenever a job status changes in ServiceM8 or an order updates in Convert Builder.
🔗
Extend your workflow with team messaging
Connect Slack, Gmail, or Twilio to your Convert Builder and ServiceM8 flow to keep everyone informed of customer activity.
And much more...

Who is Convert Builder + ServiceM8 integration for?

Operations managers, field service coordinators, and business owners streamline their booking workflows and eliminate manual client data entry between Convert Builder and ServiceM8.

Business analysts
Business analysts
Field operations managers
Field operations managers
Client success managers
Client success managers
Customer support teams
Customer support teams
Field technicians
Field technicians
Operations coordinators
Operations coordinators
📈
Business analysts
You're reviewing marketing campaign performance but your tracking sheet only updates when someone manually exports Convert Builder bookings, so the conversion counts you're reporting on are always a few hours behind — with this integration, every new booking lands in your system instantly and your metrics stay current.
Field operations managers
You need to dispatch crews immediately when a customer signs up, but order details sit in Convert Builder until someone checks the dashboard, so your technicians find out too late — with this integration, every new order creates a ServiceM8 job instantly and dispatch begins right away.
🤝
Client success managers
You answer to clients who want immediate confirmation that their service appointments are logged, but manual data transfers lead to missed updates — with this integration, every Convert Builder submission creates client records in ServiceM8 right away and keeps everyone aligned.
📞
Customer support teams
The volume of incoming inquiries is too high for anyone to keep up by hand, resulting in delayed responses and overlooked contact details — with this integration, every Convert Builder contact populates ServiceM8 automatically and your support queue stays manageable.
👷
Field technicians
You own the job execution step and depend on someone upstream to hand over correct client data, but manual entry errors cause confusion on site — with this integration, every Convert Builder booking populates accurate ServiceM8 job details directly without typos.
🗂️
Operations coordinators
You need a reliable history of all client interactions and keep finding gaps where manual entries were missed between marketing forms and job sheets — with this integration, every transaction and contact logs cleanly in ServiceM8 without omissions.
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 Convert Builder + ServiceM8

Build and manage your Convert Builder + 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 Convert Builder + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Convert Builder to ServiceM8?
Frequently Asked Questions
You can connect Convert Builder to ServiceM8 using 1-click automations on Integrately. Choose a ready template or ask Integrately AI to build the integration. You can also connect apps like Stripe, QuickBooks Online, Slack, and Twilio in minutes.
Can I automatically create ServiceM8 clients from Convert Builder bookings?
Frequently Asked Questions
Can I connect Convert Builder, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Convert Builder and ServiceM8?
Frequently Asked Questions
How does Convert Builder handle contact data during the sync?
Frequently Asked Questions
Can I update existing client records in ServiceM8 from Convert Builder?
Frequently Asked Questions
Do I need coding skills to automate Convert Builder and ServiceM8?
Frequently Asked Questions
Is the Convert Builder and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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 Convert Builder or ServiceM8 With 1500+ Other Apps

Convert Builder
Popular Convert Builder Integrations
Connect Convert Builder to marketing, email, and analytics tools to capture and nurture leads effectively.
ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with accounting, scheduling, and communication platforms to keep field operations running smoothly.
See All
ServiceM8 Integrations arrow right
No popular apps found