Convertri + ServiceM8 Integration
Integrate Convertri to ServiceM8 in one click, or tell Integrately AI how you want each submission handled. Create jobs automatically, notify your team, update records, and trigger client follow-ups instantly.
Free forever.Use premium features free for 14 days.1.
Purchase is added in Convertri Instant- Form is submitted in Convertri Instant
Staff has clocked off in ServiceM8 Instant- Job is checked out in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job quote is accepted 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
- Job is checked in in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- Job invoice is sent 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 is updated in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job invoice is paid 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 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 Convertri + ServiceM8 Integration
Capture form submissions, create jobs, update client records, notify your team, and send follow-ups, 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 Convertri + ServiceM8 flow
Send payment data to accounting, alert your team, and email customers after a form is submitted. Pick a combination and activate it in one click.
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Stripe (3)
Stripe (3) +
Xero (3)
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Gmail (3)
Gmail (3) +
Slack (3)
Slack (3) +
Google Drive (3)
Google Drive (3) +
Mailchimp (3)
Mailchimp (3) C
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When a form is submitted in Convertri, create a client in ServiceM8 and create a customer in Stripe.
Convertri form submissions immediately create a client in ServiceM8 and a customer in Stripe, removing manual data entry.
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When a purchase is added in Convertri, create a job in ServiceM8 and create an invoice in Stripe.
Convertri purchases instantly generate a ServiceM8 job and a Stripe invoice so your operations and billing start together.
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When a form is submitted in Convertri, search for the client in ServiceM8 and create a payment link in Stripe.
Convertri submissions trigger a ServiceM8 client lookup and generate a Stripe payment link instantly.
Supported triggers and actions for Convertri and ServiceM8
Mix and match to build the exact automation you need
Convertri 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 Convertri + ServiceM8?
Streamline your workflow by automatically turning Convertri form submissions and purchases into ServiceM8 clients and jobs.
🚀
Turn every form submission into a job
Capture leads from your sales funnels and create corresponding client profiles and jobs automatically. Eliminate manual transcription between your landing pages and field management software.
📝
Capture every submitted form field
Map detailed questionnaire answers, service requirements, and contact details straight into your job records. Ensure your field staff have all necessary information before heading out.
🔔
Alert your team the moment a lead arrives
Notify dispatchers and field staff instantly via messaging apps when a new purchase or form submission comes through. Respond to high-value inquiries faster than your competitors.
🔀
Route submissions based on form answers
Send different client types or service requests to specific workflows based on fields submitted in your funnel. Handle residential and commercial inquiries through dedicated operational paths.
🔄
Keep client records synchronised as jobs change
Update existing client information and job statuses across your systems automatically as projects progress. Maintain accurate records without updating multiple platforms by hand.
🔍
Search clients to prevent duplicate records
Check existing database entries before creating new clients or jobs from incoming funnel activity. Keep your customer database clean and free of redundant profiles.
📅
Handle job status changes automatically
Trigger follow-up actions when job statuses update, quotes are accepted, or invoices are paid in ServiceM8. Keep your entire customer lifecycle connected from start to finish.
🔗
Extend your workflow to messaging apps
Connect Convertri and ServiceM8 with Slack or Gmail to notify team members and confirm appointments automatically. Build multi-app pipelines that handle your entire service operation.
And much more...
Who is Convertri + ServiceM8 integration for?
Service businesses and funnel builders using Convertri and ServiceM8 need seamless lead-to-job handoffs, eliminating manual data entry and keeping staff aligned on every client.
Performance marketers
Operations managers
Client success teams
Intake coordinators
Field technicians
Business administrators
📈
Performance marketers
You're running funnel campaigns but your conversion tracking only updates when someone manually exports form data, so your acquisition reports are always a few hours behind — with this integration, every new lead lands in your system instantly and your conversion data stays current.
⚡
Operations managers
You manage field staff who need job details immediately after a customer signs up, but delayed manual entry means dispatchers find out too late — with this integration, every new submission triggers job creation instantly so your team can dispatch without waiting.
🤝
Client success teams
You answer to clients who expect their service requests to be logged and acknowledged right away, but manual handoffs cause frustrating delays — with this integration, client onboarding kicks off the moment a form is submitted and communication goes out on schedule.
📋
Intake coordinators
You handle high volumes of incoming funnel submissions that overwhelm manual data entry, leading to missed client records — with this integration, every submission and purchase flows straight into your job database without manual effort.
🔧
Field technicians
You depend on office staff to hand over customer job specifications before heading to a site, but missing details disrupt your schedule — with this integration, every job record is created with complete form data automatically.
📊
Business administrators
You need a reliable history of every client interaction and transaction, but manual record-keeping leaves gaps in your database — with this integration, every form submission and job is logged 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 Convertri + ServiceM8
Build and manage your Convertri + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Convertri + 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 Convertri + ServiceM8 Now 
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Frequently Asked Questions
How do I connect Convertri to ServiceM8?
You can connect Convertri to ServiceM8 in 1 click using ready workflows or by using Integrately AI to set up custom data mapping between your funnel and field management tools.
Can I automatically create ServiceM8 jobs from Convertri form submissions?
Can I connect Convertri, ServiceM8, and Slack?
What is a good Zapier alternative for Convertri and ServiceM8?
How are Convertri form fields mapped to ServiceM8 client and job records?
Can I search existing clients in ServiceM8 before creating new ones?
Do I need coding skills to set up the Convertri and ServiceM8 integration?
Is the Convertri and ServiceM8 integration free?
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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?
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