FluentCRM + ServiceM8 Integration

Integrate FluentCRM to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Create jobs, update contacts, log details, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • FluentCRM
    Contact is created in FluentCRM
  • FluentCRM
    Contact is updated in FluentCRM
  • ServiceM8
    Job video is added 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
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid 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
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed 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.
  • FluentCRM
    Create contact in FluentCRM
  • FluentCRM
    Update contact in FluentCRM
  • FluentCRM
    Search contact in FluentCRM
  • FluentCRM
    Add note to contact in FluentCRM
  • 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 FluentCRM + ServiceM8 Integration

Capture leads, create jobs, update client details, and keep records synced, 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 FluentCRM + ServiceM8 flow

Bring in marketing tools, payment gateways, and communication channels to extend your automation. Pick a combination and activate it in one click.

FluentCRM
ServiceM8
+
WordPressWordPress (3)
+
StripeStripe (3)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
TwilioTwilio (3)
+
SlackSlack (3)
W
F
S
When a WordPress user is registered, create contact in FluentCRM, and create a client in ServiceM8.
New WordPress registrations automatically become FluentCRM contacts and ServiceM8 clients without manual data entry.
W
F
S
When a WordPress post is published, add note to contact in FluentCRM, and create a job in ServiceM8.
Publishing updates in WordPress logs notes in FluentCRM and queues a new job in ServiceM8.
W
F
S
When a comment is posted in WordPress, update contact in FluentCRM, and search client in ServiceM8.
WordPress comment activity updates contact details in FluentCRM and checks client records in ServiceM8.

Supported triggers and actions for FluentCRM and ServiceM8

Mix and match to build the exact automation you need

FluentCRM
FluentCRM Triggers & Actions
Contact is created in FluentCRM
Triggers the automation when a new contact is created
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Contact is updated in FluentCRM
Triggers the automation when a contact is updated
Try it →
Create contact in FluentCRM
Adds a new contact to the database
Try it →
Update contact in FluentCRM
Updates contact information with new details
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Search contact in FluentCRM
Finds and retrieves contact information
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Add note to contact in FluentCRM
Adds a personalized note to a contact
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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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
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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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
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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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 is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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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
Try it →
Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with FluentCRM + ServiceM8?

Streamline your client management and field operations with automated workflows designed for your business.

What you can automate?
🔄
Sync FluentCRM contacts to ServiceM8 jobs
Automatically generate new ServiceM8 jobs whenever a contact is created in FluentCRM. Eliminate manual handoffs between marketing and field teams.
📋
Capture every submitted field and note
Map all available contact attributes and custom notes into your service database instead of basic names and emails.
🔔
Alert your team instantly on updates
Send notifications to your team channel the moment a new job or contact is created across your integrated platforms.
🔀
Route records based on submitted data
Perform different actions depending on specific fields submitted in your CRM or service request forms.
🔄
Keep client records updated in real time
Ensure modifications made in FluentCRM instantly reflect in ServiceM8 without requiring manual edits.
🔍
Search and update instead of creating duplicates
Check existing client databases before creating records to maintain clean, unified customer histories.
💳
Handle later job status changes
Trigger follow-up tasks and CRM updates when a ServiceM8 job is completed, checked out, or paid.
🔗
Extend your workflow to Slack
Connect your core FluentCRM and ServiceM8 flow with Slack to broadcast real-time operational updates.
And much more...

Who is FluentCRM + ServiceM8 integration for?

Service businesses, agencies, and operations teams using WordPress for lead management and ServiceM8 for field work can eliminate manual data entry and keep systems in sync.

Operations Managers
Operations Managers
Field Service Supervisors
Field Service Supervisors
Account Managers
Account Managers
Customer Support Teams
Customer Support Teams
Sales Representatives
Sales Representatives
Service Dispatchers
Service Dispatchers
📈
Operations Managers
You review campaign metrics and job fulfillment reports every week, but your tracking tools only update when someone manually exports leads, so the numbers you rely on are always hours behind — with this integration, every new contact lands in your workflow instantly and your data stays current.
Field Service Supervisors
You need dispatch teams to act the moment a new client inquiry arrives, but delays in moving details between platforms leave technicians waiting — this integration means every new submission triggers a job immediately so your crew can respond without delay.
📋
Account Managers
You answer to clients who expect real-time updates on their service requests, but scattered records make tracking progress difficult — this integration means every status change and client note is recorded across your systems automatically.
🔄
Customer Support Teams
High inquiry volumes make manual record-keeping impossible to maintain across multiple tools, leading to missed follow-ups — automating both apps means incoming submissions and client messages are logged without manual intervention.
🤝
Sales Representatives
You depend on marketing teams to hand over lead details before you can follow up, but communication gaps slow down your outreach — connecting these apps means every new contact is ready in your CRM the second it is captured.
🗂️
Service Dispatchers
You require a complete and accurate history of every client interaction and scheduled job, but manual entry leaves frequent gaps in your database — with this integration, all contact updates and job details are captured 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 FluentCRM + ServiceM8

Build and manage your FluentCRM + 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 FluentCRM + 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
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect FluentCRM to ServiceM8?
Frequently Asked Questions
You can connect FluentCRM to ServiceM8 in just 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking WordPress, Stripe, Gmail, QuickBooks Online, Twilio, and Slack.
Can I automatically create ServiceM8 jobs when a FluentCRM contact is created?
Frequently Asked Questions
Can I connect FluentCRM, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FluentCRM and ServiceM8?
Frequently Asked Questions
How does FluentCRM handle contact updates during automation?
Frequently Asked Questions
How does ServiceM8 manage new job creation in workflows?
Frequently Asked Questions
Do I need coding skills to automate FluentCRM and ServiceM8?
Frequently Asked Questions
Is the FluentCRM and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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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?

You Can Also Connect FluentCRM or ServiceM8 With 1500+ Other Apps

FluentCRM
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ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with accounting, scheduling, and invoicing tools to keep your field service operations running smoothly.
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