Formsite + ServiceM8 Integration

Integrate Formsite to ServiceM8 in one click, or tell Integrately AI how you want each submission handled. Create service jobs, add new clients, update project files, and notify your team instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formsite
    Form is submitted in Formsite 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 Formsite + ServiceM8 Integration

Capture form submissions, create service jobs, add new clients, and sync project details, 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 Formsite + ServiceM8 flow

Extend your automation with spreadsheets, accounting tools, messaging apps, and payment gateways. Pick a combination and activate it in one click.

Formsite
ServiceM8
+
Google SheetsGoogle Sheets (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
GmailGmail (8)
+
SlackSlack (8)
+
TwilioTwilio (8)
+
StripeStripe (8)
F
G
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Add every Formsite form submission to your Google Sheets tracker, and create a job in ServiceM8.
Every Formsite submission updates your Google Sheets tracker and creates a new ServiceM8 job automatically.
F
G
S
Log every Formsite submission in Google Sheets, and search the client in ServiceM8.
Log form responses in Google Sheets and instantly search for existing client records in ServiceM8.
F
G
S
When a form is submitted in Formsite, create a Google Sheets row and get job details by UUID in ServiceM8.
Record form submissions in Google Sheets and retrieve specific job details from ServiceM8 instantly.
F
G
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Capture Formsite submissions in Google Sheets, and create a new client in ServiceM8.
Save form data to Google Sheets and automatically set up a new client record in ServiceM8.
F
G
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If a Formsite submission indicates urgent service, log it in Google Sheets and create a job in ServiceM8.
Route urgent service submissions into Google Sheets and generate priority ServiceM8 jobs automatically.
F
G
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Save Formsite submissions to Google Sheets, and fetch staff details by UUID in ServiceM8.
Log form entries in Google Sheets and retrieve assigned staff details from ServiceM8 seamlessly.
F
C
G
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Use ChatGPT to summarise every Formsite submission, log it in Google Sheets, and create a job in ServiceM8.
Summarise form submissions with ChatGPT, record them in Google Sheets, and create a ServiceM8 job.
F
G
S
S
Send Formsite submissions to Google Sheets, create a job in ServiceM8, and notify your team on Slack.
Log submissions in Google Sheets, create a ServiceM8 job, and broadcast an alert in Slack.

Supported triggers and actions for Formsite and ServiceM8

Mix and match to build the exact automation you need

Formsite
Formsite Triggers & Actions
Instant
Form is submitted in Formsite
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
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 Formsite + ServiceM8?

Streamline your service business by connecting web form submissions directly to job dispatch and client management workflows.

What you can automate?
🚀
Create ServiceM8 jobs from Formsite submissions
Turn every incoming web form entry into an active job in ServiceM8 instantly. Eliminate manual data entry and start dispatching field staff without delay.
📑
Capture every submitted form field
Map all custom form questions and answers into ServiceM8 job notes or custom fields instead of just basic contact info. Ensure your field team has complete project details.
🔔
Alert dispatchers the moment forms arrive
Notify your operations team instantly in Slack or via email whenever a new customer submits a request. Respond to inquiries faster than your competitors.
🔀
Route jobs conditionally by service type
Examine submitted form selections and automatically assign priority levels or specific categories to your ServiceM8 jobs. Direct specialized work to the right technicians.
🔄
Keep client databases synchronized
Automatically check for existing client profiles in ServiceM8 when a form is submitted, updating records or creating new profiles as needed.
🔍
Search and match existing client records
Prevent duplicate customer entries by searching your ServiceM8 database using form submission data before creating new records.
💳
Handle payment and billing data flows
Connect form payment selections to accounting tools like QuickBooks or Stripe while generating corresponding service jobs in ServiceM8.
📊
Extend workflows into Google Sheets
Log every Formsite submission and ServiceM8 job status into Google Sheets for comprehensive reporting and executive review.
And much more...

Who is Formsite + ServiceM8 integration for?

Service businesses, project managers, and field teams using web forms to capture client requests benefit by automating job creation and tracking.

Performance marketers and data analysts
Performance marketers and data analysts
Customer support and dispatchers
Customer support and dispatchers
Account managers and service coordinators
Account managers and service coordinators
Operations managers and dispatch leads
Operations managers and dispatch leads
Field technicians and service staff
Field technicians and service staff
Business administrators
Business administrators
📈
Performance marketers and data analysts
You're collecting service requests via Formsite forms but your tracking sheets only update when someone manually exports submissions, so the job counts you're reviewing are always hours behind — with this integration, every new submission lands in your sheets instantly and your operations data stays current.
Customer support and dispatchers
You're receiving client bookings through Formsite but missing urgent requests until hours later when checking submissions, so response times slip — automating both apps means every urgent booking creates a ServiceM8 job instantly and alerts your team without delay.
🤝
Account managers and service coordinators
You're gathering project specifications via Formsite but clients keep asking for status updates before jobs are logged in ServiceM8, so communication breaks down — this integration means every form response automatically establishes a tracked job and keeps clients informed.
📋
Operations managers and dispatch leads
You're managing hundreds of Formsite form submissions daily and manually copying customer data into ServiceM8, so data entry errors pile up — connecting these apps means every form entry creates clean client and job records automatically.
🔧
Field technicians and service staff
You're waiting on office staff to manually pass Formsite lead details into ServiceM8 before heading out to jobs, so fieldwork is delayed — with this integration, every new submission flows straight into ServiceM8 as a ready job for your technicians.
🗂️
Business administrators
You're auditing service records across Formsite submissions and ServiceM8 logs but keep finding missing entries from manual entry gaps — automating both apps means every customer submission maintains a complete, reliable audit history.
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 Formsite + ServiceM8

Build and manage your Formsite + 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 Formsite + 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 Formsite to ServiceM8?
Frequently Asked Questions
You can connect Formsite to ServiceM8 using 1-click automation setup and Integrately AI. Start with ready workflows or connect your accounts instantly alongside tools like Google Sheets, QuickBooks Online, Gmail, Slack, Twilio, and Stripe.
Can I automatically create a ServiceM8 job when a form is submitted in Formsite?
Frequently Asked Questions
Can I connect Formsite, ServiceM8, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Formsite and ServiceM8?
Frequently Asked Questions
How does Formsite handle form submission data in this integration?
Frequently Asked Questions
How does ServiceM8 use data received from Formsite?
Frequently Asked Questions
Can I set up this automation without writing code?
Frequently Asked Questions
Is the Formsite 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?

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