ConvertKit + ServiceM8 Integration

Integrate ConvertKit to ServiceM8 in one click, or tell Integrately AI how you want each subscriber handled. Sync contacts, create jobs, trigger follow-up sequences, and keep your service business organized automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ConvertKit
    Subscriber is confirmed in ConvertKit
  • ConvertKit
    Tag subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    Sequence subscriber is confirmed in ConvertKit Instant
  • ConvertKit
    User unsubscribes from emails in ConvertKit Instant
  • ConvertKit
    Form is created in ConvertKit
  • ConvertKit
    Sequence is created in ConvertKit
  • ConvertKit
    Purchase is added in ConvertKit Instant
  • ConvertKit
    Form subscriber is confirmed in ConvertKit Instant
  • ServiceM8
    Job review is received 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
    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
    Proposal is viewed 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
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued 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.
  • ConvertKit
    Add subscriber to form in ConvertKit
  • ConvertKit
    Add subscriber to tag in ConvertKit
  • ConvertKit
    Add subscriber to sequence in ConvertKit
  • ConvertKit
    Search subscriber by email in ConvertKit
  • ConvertKit
    Remove subscriber from tag in ConvertKit
  • ConvertKit
    Create or update purchase in ConvertKit
  • 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 ConvertKit + ServiceM8 Integration

Capture subscriber details, create service clients, log jobs, notify staff, and trigger follow-up sequences, 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 ConvertKit + ServiceM8 flow

Track financial data, log interactions, and keep your schedules updated across your entire business stack once your ConvertKit and ServiceM8 flows complete. Pick a combination and activate it in one click.

ConvertKit
ServiceM8
+
Google SheetsGoogle Sheets (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
XeroXero (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
C
S
G
Add every confirmed ConvertKit subscriber to ServiceM8 as a client, and log their details in Google Sheets.
Confirmed ConvertKit subscribers instantly become new clients in ServiceM8 and rows in Google Sheets, eliminating manual data entry.
S
C
G
When a ServiceM8 job is completed, add the client as a subscriber in ConvertKit and log the record in Google Sheets.
Completed ServiceM8 jobs automatically trigger ConvertKit subscriber updates and save records to Google Sheets.
S
G
C
When a ServiceM8 job status changes, update the Google Sheets row and enroll the subscriber in ConvertKit.
ServiceM8 job status updates instantly refresh your Google Sheets records and trigger targeted ConvertKit sequences.
C
S
G
When a purchase is added in ConvertKit, create a job in ServiceM8 and log the transaction in Google Sheets.
ConvertKit purchases automatically generate new ServiceM8 jobs and update Google Sheets financial logs.

Supported triggers and actions for ConvertKit and ServiceM8

Mix and match to build the exact automation you need

ConvertKit
ConvertKit Triggers & Actions
Subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber confirms their email subscription
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Instant
Tag subscriber is confirmed in ConvertKit
Triggers the automation when a tag subscriber is confirmed
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Instant
Sequence subscriber is confirmed in ConvertKit
Triggers the automation when a sequence subscriber is confirmed
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Instant
User unsubscribes from emails in ConvertKit
Triggers the automation when a user unsubscribes from emails
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Form is created in ConvertKit
Triggers the automation when a new form is created
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Sequence is created in ConvertKit
Triggers the automation when a sequence is created
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Instant
Purchase is added in ConvertKit
Triggers the automation when a new purchase is created
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Instant
Form subscriber is confirmed in ConvertKit
Triggers the automation when a subscriber submits a completed form
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Add subscriber to form in ConvertKit
Adds a new subscriber to a form
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Add subscriber to tag in ConvertKit
Adds a subscriber to a tag in the email marketing platform
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Add subscriber to sequence in ConvertKit
Enrolls a new subscriber into a designated email sequence
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Search subscriber by email in ConvertKit
Retrieves subscriber information using their email address
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Remove subscriber from tag in ConvertKit
Untag the subscriber
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Create or update purchase in ConvertKit
Generates a new invoice
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ServiceM8
ServiceM8 Triggers & Actions
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 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
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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
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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 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
Try it →
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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
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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
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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 ConvertKit + ServiceM8?

Streamline your entire customer journey from initial email signup to completed field service job.

What you can automate?
🔄
Sync new subscribers to service clients
Automatically turn every confirmed ConvertKit subscriber into a new client profile in ServiceM8. Eliminate manual data transfer between your marketing platform and field operations.
📝
Capture every submitted form field
Map all custom form data and subscriber preferences from ConvertKit straight into ServiceM8 job records. Ensure your field staff has complete context for every visit.
🔔
Notify your team instantly on job updates
Alert staff members the moment a job status changes or a new quote is accepted. Keep everyone informed and responsive without manual check-ins.
🔀
Route workflows based on submitted data
Trigger different ConvertKit sequences or ServiceM8 job priorities depending on the specific tags or form inputs submitted by your customer.
⏱️
Keep client records up to date as things change
Automatically update ServiceM8 client details and ConvertKit subscriber tags whenever contact information or job statuses are modified.
🔍
Search and update instead of creating duplicates
Verify existing client records by email before creating new entries in ServiceM8 or ConvertKit, preventing messy duplicate files in your database.
💳
Handle later status changes like paid invoices
Trigger automated ConvertKit tagging and sequence enrollment the moment a ServiceM8 job invoice is marked as paid or a job is completed.
📊
Extend your workflow to Google Sheets
Log every subscriber confirmation and ServiceM8 job completion directly into Google Sheets for comprehensive reporting and team visibility.
And much more...

Who is ConvertKit + ServiceM8 integration for?

Service business owners, marketers, and operations managers streamline customer communication, job tracking, and email marketing without manual data entry.

Performance marketers
Performance marketers
Service coordinators
Service coordinators
Operations managers
Operations managers
Growth entrepreneurs
Growth entrepreneurs
Field technicians
Field technicians
Customer success leads
Customer success leads
📈
Performance marketers
You're running campaigns to grow your subscriber list, but your engagement reports only update when someone manually exports contacts, so the metrics you're optimising against are always a few hours behind — with this integration, every subscriber flows directly into your records and your data stays current.
Service coordinators
You need to dispatch field staff the moment a customer signs up or completes a form, but manual handoffs cause frustrating delays — with this integration, every confirmed subscriber instantly establishes a job record and your team acts without delay.
📊
Operations managers
You answer to stakeholders who want to see real-time progress on job completion and email engagement metrics, but compiling manual spreadsheets wastes valuable hours — this integration means all operational and marketing touchpoints update automatically on a single dashboard.
🚀
Growth entrepreneurs
The volume of new subscribers and service requests is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue — automating both apps means every lead is captured, tagged, and scheduled instantly without human error.
🛠️
Field technicians
You own the job execution stage and depend on someone upstream to hand over correct client details, but incomplete information halts your progress — connecting these apps means every job file arrives fully populated with customer history and subscriber preferences.
📋
Customer success leads
You need a reliable history of every client interaction from initial signup to completed service, but data silos keep leaving gaps in your records — automating this process means every subscriber action and job milestone is recorded flawlessly.
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 ConvertKit + ServiceM8

Build and manage your ConvertKit + 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 ConvertKit + 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
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Frequently Asked Questions

How do I connect ConvertKit to ServiceM8?
Frequently Asked Questions
You can connect ConvertKit to ServiceM8 and popular apps like Google Sheets, QuickBooks Online, and Gmail in 1 click using ready templates or Integrately AI.
Can I automatically create a ServiceM8 client when a new subscriber joins ConvertKit?
Frequently Asked Questions
Can I connect ConvertKit, ServiceM8, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for ConvertKit and ServiceM8?
Frequently Asked Questions
How does ConvertKit handle subscriber data in this integration?
Frequently Asked Questions
How does ServiceM8 sync job updates with ConvertKit?
Frequently Asked Questions
Can I automate this workflow without coding?
Frequently Asked Questions
Is the ConvertKit and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect ConvertKit or ServiceM8 With 1500+ Other Apps

ConvertKit
Popular ConvertKit Integrations
Connect ConvertKit with email platforms, CRM software, and lead capture tools to scale your audience growth and targeted messaging.
ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with invoicing software, project management tools, and communication channels to keep field operations running smoothly.
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ServiceM8 Integrations arrow right
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