EmailOctopus + ServiceM8 Integration
Integrate EmailOctopus to ServiceM8 in one click, or tell Integrately AI how you want each contact handled. Create new clients instantly, sync contact updates, and keep your business records aligned automatically.
Free forever.Use premium features free for 14 days.1.
Contact is created in EmailOctopus Instant- Contact is updated in EmailOctopus Instant
- Contact is deleted in EmailOctopus Instant
- Campaign is created in EmailOctopus
Job is checked in in ServiceM8 Instant- Job is queued in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Create contact in EmailOctopus
- Search contact in EmailOctopus
- Update contact in EmailOctopus
- Update contact email address in EmailOctopus
- Unsubscribe Contact in EmailOctopus
- Create list in EmailOctopus
- Get staff by UUID in ServiceM8
- Get job details by UUID in ServiceM8
- Search client 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
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Ready Workflows for EmailOctopus + ServiceM8 Integration
Capture contacts, organise client details, keep service records updated, alert 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 EmailOctopus + ServiceM8 flow
Sync your marketing contacts with accounting, sheets, and messaging tools to keep operations running across your stack. Pick a combination and activate it in one click.
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Xero (4)
Xero (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Google Sheets (4)
Google Sheets (4) +
Stripe (4)
Stripe (4) +
Twilio (4)
Twilio (4) +
Slack (4)
Slack (4) E
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Create a Xero contact for every new contact in EmailOctopus, and create a client in ServiceM8
Every EmailOctopus contact creates a matching Xero contact and ServiceM8 client instantly, so your accounting and field service tools stay in sync without manual entry.
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S
X
When a company is created in ServiceM8, update the contact in EmailOctopus and create a contact in Xero
New ServiceM8 companies update your EmailOctopus marketing list and create accounting records in Xero automatically.
E
S
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If a job quote is accepted in ServiceM8, create a contact in EmailOctopus and create an invoice in Xero
Accepted ServiceM8 job quotes automatically add email subscribers to EmailOctopus and generate invoices in Xero.
E
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When a job is completed in ServiceM8, update the contact in EmailOctopus and create a bill in Xero
Completed jobs in ServiceM8 update your EmailOctopus records and record financial transactions in Xero.
Supported triggers and actions for EmailOctopus and ServiceM8
Mix and match to build the exact automation you need
EmailOctopus Triggers & Actions
Instant
Contact is created in EmailOctopus
Triggers the automation when a new contact is created
Try it → Instant
Contact is updated in EmailOctopus
Triggers the automation when a contact is updated
Try it → Instant
Contact is deleted in EmailOctopus
Triggers the automation when a contact is removed from the particular list
Try it → ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → What can you automate with EmailOctopus + ServiceM8?
Streamline your customer data workflows by connecting email marketing and field service management.
🔄
Create ServiceM8 clients from EmailOctopus contacts automatically
Whenever a new contact is registered in EmailOctopus, a matching client record is created instantly in ServiceM8, eliminating duplicate data entry.
📋
Capture every submitted field across your workflows
Map detailed contact properties and custom fields from EmailOctopus straight into your ServiceM8 client profiles and job forms.
🔔
Notify your team the moment a client is added
Send instant alerts to your staff channels in Slack or via SMS as soon as a new EmailOctopus contact creates a ServiceM8 job.
🔀
Route records based on submitted criteria
Perform different actions depending on specific contact tags or job types submitted through your initial triggers.
🔄
Keep client records updated across both apps
Ensure that updates made to contact details in EmailOctopus automatically refresh corresponding client records in ServiceM8.
🔍
Search and update instead of creating duplicates
Check whether a client already exists in ServiceM8 before creating a new record, keeping your database clean and organized.
💳
Handle job status changes and invoice payments
Trigger automated marketing list updates or notifications when ServiceM8 jobs are completed or invoices are paid.
📊
Extend your workflow into Google Sheets
Log every EmailOctopus contact and ServiceM8 job completion into Google Sheets for comprehensive reporting and analysis.
And much more...
Who is EmailOctopus + ServiceM8 integration for?
Operations managers, marketers, and business owners use this integration to keep client databases, marketing lists, and job records synchronized automatically.
Performance marketers
Field service managers
Client success leads
Operations directors
Sales representatives
Business owners
📈
Performance marketers
You're running marketing campaigns in EmailOctopus but your service team records client data separately in ServiceM8, so your subscriber lists are always missing recent customer interactions — connecting these apps means every new client record flows instantly between systems and your marketing data stays complete.
⚡
Field service managers
You need to act fast when new service inquiries arrive in ServiceM8, but manual contact exports from EmailOctopus cause hours of delay — with this integration, every new subscriber creates an immediate service record and your team responds without missing a beat.
🤝
Client success leads
You answer to stakeholders who want complete visibility over customer onboarding, but disconnected marketing and service tools leave gaps in your history — automating both apps means every client touchpoint is recorded accurately and reporting stays transparent.
📊
Operations directors
The volume of new leads and service requests is too high for anyone to keep up by hand, leading to missed follow-ups and data entry errors — connecting these apps means routine contact creation and job syncing happen instantly without manual intervention.
💼
Sales representatives
You depend on marketing to hand over qualified EmailOctopus leads so you can create ServiceM8 jobs, but manual handoffs cause frustrating delays — with this integration, lead handoffs occur the moment a contact is registered and your sales pipeline moves faster.
📁
Business owners
You need a reliable customer history across your email marketing and field operations, but disjointed software leaves scattered records everywhere — automating both apps means your customer database remains clean, organized, and unified at all times.
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 EmailOctopus + ServiceM8
Build and manage your EmailOctopus + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect EmailOctopus + 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 EmailOctopus + ServiceM8 Now 
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Frequently Asked Questions
How do I connect EmailOctopus to ServiceM8?
You can connect EmailOctopus to ServiceM8 in 1 click using ready-made templates or by asking Integrately AI to build your custom workflow. Integrations with tools like Google Sheets, Slack, and Xero are also fully supported.
Can I automatically create a ServiceM8 client when a new contact is added in EmailOctopus?
Can I connect EmailOctopus, ServiceM8, and Google Sheets?
What is a good Zapier alternative for EmailOctopus and ServiceM8?
How does EmailOctopus data handle custom contact fields during sync?
Can ServiceM8 trigger updates when a new client or job is created?
Do I need coding skills to integrate EmailOctopus and ServiceM8?
Is the EmailOctopus 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.
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