Formidable Forms + ServiceM8 Integration

Integrate Formidable Forms to ServiceM8 in one click, or tell Integrately AI how you want each submission handled. Create jobs and clients, update client records, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable 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
Arrow Right
2.
  • 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 Formidable Forms + ServiceM8 Integration

Capture submissions, create ServiceM8 jobs, add clients, alert your team, and send follow-ups, 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 Formidable Forms + ServiceM8 flow

Streamline your field service operations by connecting accounting, communication, and storage tools after your ServiceM8 jobs are created. Pick a combination and activate it in one click.

Formidable Forms
ServiceM8
+
GmailGmail (5)
+
SlackSlack (5)
+
QuickBooks OnlineQuickBooks Online (4)
+
XeroXero (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
F
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Create a ServiceM8 job from every Formidable Forms submission, and send a confirmation email in Gmail.
Every Formidable Forms submission immediately creates a ServiceM8 job and triggers a confirmation email in Gmail, removing manual data entry.
F
S
G
Notify your team in Gmail whenever a new Formidable Forms submission creates a ServiceM8 job.
Alert your staff via Gmail the moment a Formidable Forms submission generates a new ServiceM8 job, keeping everyone aligned.
S
F
G
When a ServiceM8 job status is completed, send a follow-up email in Gmail and update the client.
Notify clients automatically via Gmail when their ServiceM8 job is completed, following up on every initial Formidable Forms submission.
S
F
G
When a new client is added in ServiceM8, send a welcome email in Gmail and log the record.
Welcome new clients instantly via Gmail when ServiceM8 adds them from your Formidable Forms submissions.
S
F
G
Use ChatGPT to draft a personalised follow-up email in Gmail for every new ServiceM8 job.
Use ChatGPT to generate custom follow-up emails in Gmail whenever a new ServiceM8 job is created from form submissions.

Supported triggers and actions for Formidable Forms and ServiceM8

Mix and match to build the exact automation you need

Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
Try it →
Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
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
Try it →
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
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
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
Try it →
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
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Formidable Forms + ServiceM8?

Streamline your field service workflows by turning form submissions into ServiceM8 jobs, updating client records, and keeping your team aligned automatically.

What you can automate?
🚀
Create ServiceM8 jobs from form submissions
Instantly convert every website form submission into a brand new job in ServiceM8 without touching a keyboard. Eliminate manual data entry and start servicing clients faster.
📋
Capture every submitted custom field
Map complex form answers and project requirements from Formidable Forms directly into ServiceM8 job notes and custom fields for comprehensive job preparation.
🔔
Alert your dispatch team instantly
Notify your staff via messaging apps or email the moment a new Formidable Forms lead arrives, ensuring immediate follow-up and faster job scheduling.
🔀
Route submissions based on field criteria
Trigger different actions depending on what your customers select in their forms, routing urgent requests to priority queues and standard inquiries to general queues.
🔄
Keep destination records fully updated
Automatically update ServiceM8 client details and job statuses whenever customer information changes or progresses through your operational workflow.
👥
Add or update clients without duplicates
Search existing client databases before creating new records, ensuring your ServiceM8 account remains clean and free of duplicate customer profiles.
Handle later job status and invoice changes
Trigger automated follow-ups, emails, or accounting updates when ServiceM8 jobs are completed, quotes are accepted, or invoices are paid.
🔌
Extend your workflow to Slack
Connect your core Formidable Forms and ServiceM8 flow with Slack to broadcast real-time updates and keep your entire team synchronized.
And much more...

Who is Formidable Forms + ServiceM8 integration for?

Field service businesses, contractors, and operations managers using Formidable Forms and ServiceM8 need seamless data flow to eliminate manual entry and keep jobs moving.

Operations directors
Operations directors
Field dispatchers
Field dispatchers
Client success managers
Client success managers
Intake coordinators
Intake coordinators
Service technicians
Service technicians
Business auditors
Business auditors
📈
Operations directors
You're reviewing form submissions to track incoming service requests but your ServiceM8 queue only updates when someone manually exports data, so the job counts you're reporting against are always a few hours behind — with this integration, every new form submission creates a job instantly and your pipeline stats stay current.
Field dispatchers
You're monitoring customer inquiries on your website forms but your dispatchers find out about urgent jobs too late, leading to delayed responses — automating both apps means every new submission immediately creates a ServiceM8 job and alerts your team so dispatch times drop.
🤝
Client success managers
You're managing client requests across separate form and field tools while clients ask for live status updates on their service jobs, resulting in scattered communication — connecting these apps means every job update is logged seamlessly and clients get accurate progress reports.
📋
Intake coordinators
You're processing high volumes of web forms by hand every day while customer details slip through the cracks, creating scheduling bottlenecks — automating these apps means every form submission populates ServiceM8 automatically and your intake queue stays completely clear.
🔧
Service technicians
You're waiting for office staff to manually hand over customer contact details from web forms before heading to job sites, causing frustrating delays — integrating these apps means every client and job record is created instantly so your field team can deploy without waiting.
🗂️
Business auditors
You're auditing service records and frequently finding missing customer histories because form data was never transferred to ServiceM8, leaving blind spots in your audit trail — this integration means every client submission and job record is saved permanently with zero data gaps.
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 Formidable Forms + ServiceM8

Build and manage your Formidable 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 Formidable 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 Formidable Forms to ServiceM8?
Frequently Asked Questions
You can connect Formidable Forms to ServiceM8 in just 1 click using Integrately. Choose from ready-made templates or use Integrately AI to build custom workflows linking Gmail, Slack, and other apps.
What is the best way to turn form submissions into ServiceM8 jobs?
Frequently Asked Questions
Can I connect Formidable Forms, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formidable Forms and ServiceM8?
Frequently Asked Questions
How does Formidable Forms handle form data during integration?
Frequently Asked Questions
Can ServiceM8 update client records automatically when jobs change?
Frequently Asked Questions
How can I automate my field service workflows without coding?
Frequently Asked Questions
Is the Formidable Forms and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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 Formidable Forms or ServiceM8 With 1500+ Other Apps

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