Fluent Forms + ServiceM8 Integration

Integrate Fluent Forms to ServiceM8 in one click, or tell Integrately AI how you want each form submission handled. Create new clients, generate jobs, update records, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Fluent Forms
    Form is submitted in Fluent Forms Instant
  • ServiceM8
    Staff has clocked off 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 video is added in ServiceM8 Instant
  • ServiceM8
    Job is checked in 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 invoice is sent 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
    Message is received in inbox 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
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
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2.

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Ready WorkflowsReady Workflows   for Fluent Forms + ServiceM8 Integration

Capture submissions, create jobs, generate client records, update service tracking, and alert staff, 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 Fluent Forms + ServiceM8 flow

Teams often need to log form entries in spreadsheets, alert staff about new jobs, and sync financial records. Pick a combination and activate it in one click.

Fluent Forms
ServiceM8
+
Google SheetsGoogle Sheets (8)
+
GmailGmail (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
SlackSlack (8)
+
Google CalendarGoogle Calendar (8)
+
TwilioTwilio (8)
F
G
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Add every Fluent Forms submission to your Google Sheets tracker, and create a job in ServiceM8
Form submissions land in Google Sheets instantly while ServiceM8 creates the job, eliminating manual data entry.
F
G
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Create a ServiceM8 client from Fluent Forms submissions, and log the contact details in Google Sheets
New client records appear in ServiceM8 and Google Sheets the moment a form is completed.
F
G
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When a form is submitted in Fluent Forms, update Google Sheets tracking and create a ServiceM8 job
Track every submission in Google Sheets while instantly provisioning the corresponding ServiceM8 job.
F
G
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Search client records in ServiceM8 for every Fluent Forms submission, and log the match in Google Sheets
Verify existing clients in ServiceM8 using Fluent Forms data and record the lookup in Google Sheets.
F
G
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If a Fluent Forms submission is priority tier, log it in Google Sheets and create a rush job in ServiceM8
Route high-priority submissions into Google Sheets and generate urgent ServiceM8 jobs automatically.
F
G
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Log completed intake details from Fluent Forms in Google Sheets and update job records in ServiceM8
Keep Google Sheets and ServiceM8 updated with comprehensive data from every form submission.
F
G
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Use Claude to summarise Fluent Forms submissions, log the brief in Google Sheets, and create a ServiceM8 job
AI summarises form submissions before Google Sheets logs the brief and ServiceM8 creates the job.
F
S
G
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Turn Fluent Forms submissions into ServiceM8 jobs, log them in Google Sheets, and notify your team in Slack
Form submissions generate a ServiceM8 job, update Google Sheets, and alert your team on Slack.

Supported triggers and actions for Fluent Forms and ServiceM8

Mix and match to build the exact automation you need

Fluent Forms
Fluent Forms Triggers & Actions
Instant
Form is submitted in Fluent Forms
Triggers the automation when a form is filled
Try it →
No action is available
ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
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
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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
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
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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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 Fluent Forms + ServiceM8?

Streamline your entire client onboarding and job creation workflow from the moment a form is submitted.

What you can automate?
🎯
Create ServiceM8 jobs from form submissions
Automatically generate a new job in ServiceM8 the exact moment a customer submits a form in Fluent Forms. Eliminate manual data entry and start scheduling right away.
📝
Capture every submitted form field
Map all custom form answers from Fluent Forms into separate ServiceM8 job and client fields. Ensure your team never misses critical project specifications.
🔔
Notify staff the second inquiries arrive
Send instant team alerts in Slack or via email whenever a new form submission creates a ServiceM8 job. Keep your office and field crews perfectly aligned.
🔀
Route requests based on submitted criteria
Evaluate form selections to create standard jobs, priority rush jobs, or commercial accounts automatically. Direct every request to the right workflow.
🔄
Keep client records synchronised
Search existing client databases in ServiceM8 before creating new profiles from Fluent Forms submissions. Prevent duplicate accounts and keep directories clean.
🗂️
Maintain comprehensive spreadsheet logs
Record every form submission in Google Sheets alongside your ServiceM8 job creation to maintain a reliable backup log for reporting.
📅
Schedule consultations and site visits
Turn form inquiries into scheduled calendar events and job slots automatically. Keep your team's availability accurate across all management tools.
💬
Engage clients with automated messaging
Dispatch instant confirmation emails or SMS notifications through Gmail or Twilio the moment a ServiceM8 job is created from your form.
And much more...

Who is Fluent Forms + ServiceM8 integration for?

Service business owners, project managers, and customer support teams eliminate manual data entry, ensuring every web form immediately creates accurate jobs and client records.

Performance marketers
Performance marketers
Field operations managers
Field operations managers
Client account managers
Client account managers
Customer support leads
Customer support leads
Project coordinators
Project coordinators
Operations directors
Operations directors
📈
Performance marketers
You're running lead generation campaigns across your WordPress site but your reporting dashboard only updates when someone manually exports form submissions, so the conversion counts you're optimising against are always outdated — with this integration, every new submission lands in your logs instantly and your data stays current.
Field operations managers
You need to dispatch technicians immediately when web inquiries arrive, but manual handoffs from form builder emails mean jobs sit unassigned for hours — with this integration, every form submission creates a ServiceM8 job instantly so your team can dispatch without delay.
🤝
Client account managers
Your clients expect rapid follow-up on service requests, but copy-pasting form details into management tools creates bottlenecks that delay customer communication — with this integration, client profiles and job files are generated automatically the moment the form is submitted.
📊
Customer support leads
Inquiry volume spikes during peak seasons, making it impossible for your administrative staff to keep up with manual job creation and spreadsheet logging — with this integration, high-volume form submissions are processed and recorded without manual intervention.
⚙️
Project coordinators
You depend on accurate intake data from web forms to schedule site visits, but missing fields and transcription errors cause constant scheduling mistakes — with this integration, every submitted field maps cleanly into your service management system.
📋
Operations directors
You need a reliable audit trail of every customer request, but disconnected form plugins and scheduling tools leave gaps in your historical records — with this integration, every transaction and submission is cleanly logged across your entire software stack.
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 Fluent Forms + ServiceM8

Build and manage your Fluent Forms + 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 Fluent Forms + 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 Fluent Forms to ServiceM8?
Frequently Asked Questions
You can connect Fluent Forms to ServiceM8 in 1 click using ready templates on Integrately, or use Integrately AI to configure custom workflows with Google Sheets, Slack, and Gmail.
Can form submissions automatically create jobs in ServiceM8?
Frequently Asked Questions
Can I connect Fluent Forms, ServiceM8, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Fluent Forms and ServiceM8?
Frequently Asked Questions
How are form fields mapped from Fluent Forms to ServiceM8?
Frequently Asked Questions
Can ServiceM8 client profiles be created from form entries?
Frequently Asked Questions
Do I need coding skills to automate Fluent Forms and ServiceM8?
Frequently Asked Questions
Is the Fluent Forms and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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