FreshBooks + ServiceM8 Integration

Integrate FreshBooks to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Create jobs, sync client details, update invoicing records, and alert your team automatically.

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1.
  • FreshBooks
    Invoice is created in FreshBooks Instant
  • FreshBooks
    Invoice is updated in FreshBooks Instant
  • FreshBooks
    Filtered Invoice is created in FreshBooks
  • FreshBooks
    Client is created in FreshBooks Instant
  • FreshBooks
    Invoice Payment is created in FreshBooks Instant
  • FreshBooks
    Project is created in FreshBooks Instant
  • FreshBooks
    Project is updated in FreshBooks Instant
  • FreshBooks
    Estimate is created in FreshBooks Instant
  • FreshBooks
    Estimate is updated in FreshBooks Instant
  • FreshBooks
    Time Entry is created in FreshBooks Instant
  • FreshBooks
    Staff Member is created in FreshBooks
  • ServiceM8
    Job photo is added 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
    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 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
    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
    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 ย  for FreshBooks + ServiceM8 Integration

Create jobs, synchronise client details, track invoice payments, log project notes, and update records, all in just one click.

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Connect more apps to your FreshBooks + ServiceM8 flow

Log financial data, notify your team, update customer records, and schedule follow-up appointments. Pick a combination and activate it in one click.

FreshBooks
ServiceM8
+
Google CalendarGoogle Calendar (8)
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TwilioTwilio (8)
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QuickBooks OnlineQuickBooks Online (8)
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GmailGmail (8)
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SlackSlack (8)
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StripeStripe (8)
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When a project is created in FreshBooks, create a job in ServiceM8 and add a matching event in Google Calendar.
New FreshBooks projects immediately appear as jobs in ServiceM8 and schedule an event in Google Calendar, eliminating manual entry.
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When a new client is added in ServiceM8, create an invoice in FreshBooks and schedule a welcome call in Google Calendar.
New ServiceM8 clients generate a FreshBooks invoice and a welcome call in Google Calendar instantly.
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F
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When a job is completed in ServiceM8, update the invoice in FreshBooks and schedule a review meeting in Google Calendar.
Completed jobs update your FreshBooks invoices and set a review meeting in Google Calendar without delay.
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When an invoice payment is created in FreshBooks, create a job in ServiceM8 and update the schedule in Google Calendar.
Invoice payments in FreshBooks trigger a new job in ServiceM8 and update your Google Calendar schedule.
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If a job quote is accepted in ServiceM8, create an invoice in FreshBooks and add a high-priority event in Google Calendar.
Accepted ServiceM8 quotes generate a FreshBooks invoice and schedule a priority event in Google Calendar.
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When job invoice is paid in ServiceM8, update FreshBooks and schedule a follow-up in Google Calendar.
Paid job invoices update FreshBooks records and schedule client follow-up in Google Calendar.
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Use ChatGPT to summarise every form submitted in ServiceM8, create an invoice in FreshBooks, and schedule a consultation in Google Calendar.
ChatGPT summarises submitted ServiceM8 forms, generates a FreshBooks invoice, and schedules a consultation in Google Calendar.
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When a new job is created in ServiceM8, create an invoice in FreshBooks, schedule an event in Google Calendar, and send a notification in Slack.
New ServiceM8 jobs generate FreshBooks invoices, calendar schedules, and team notifications in Slack.

Supported triggers and actions for FreshBooks and ServiceM8

Mix and match to build the exact automation you need

FreshBooks
FreshBooks Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
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Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
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Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
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Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
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Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
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Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
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Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
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Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
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Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
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Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
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Create invoice in FreshBooks
Generates invoices for sales transactions
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Send invoice in FreshBooks
Generates and send invoices to clients
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Update invoice in FreshBooks
Updates invoice details based on new information
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Search invoice in FreshBooks
Locates and retrieves invoices with
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Create client in FreshBooks
Generates a new client profile
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Search customer in FreshBooks
Locates and retrieves customer information
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Update client in FreshBooks
Updates client information
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Create time entry in FreshBooks
Creates a new time entry without manual input
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Add payment to invoice in FreshBooks
Adds payment details to the invoice upon receiving a payment
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Create other income in FreshBooks
Records other income
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Get customer by id in FreshBooks
Retrieves customer information based on their id
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Create expense in FreshBooks
Generates a new expense record
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Create estimate in FreshBooks
Adds a new contact to the contact list
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Create project in FreshBooks
Creates a new project
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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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 badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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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 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 video is added in ServiceM8
Triggers automation when a video is added to a job
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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
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
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Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
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What can you automate with FreshBooks + ServiceM8?

Streamline your service operations by connecting financial tracking, job management, and client updates into a single unified workflow.

What you can automate?
๐Ÿงพ
Create ServiceM8 jobs from FreshBooks invoices
Generate a new job in ServiceM8 automatically the moment an invoice or project is created in FreshBooks. Eliminate manual data entry between your accounting and field service platforms.
๐Ÿ“‹
Capture every submitted invoice and job detail
Map all available fields from your FreshBooks estimates and ServiceM8 forms into unified records. Keep your system updated with complete context rather than basic summaries.
๐Ÿ””
Notify your team instantly when events occur
Trigger automated alerts in your team messaging channels whenever a job status changes or an invoice payment is processed.
๐Ÿ”€
Trigger different actions based on job criteria
Route records and assign workflows dynamically depending on whether a job quote is accepted or rejected in ServiceM8.
๐Ÿ”„
Keep client and invoice records synchronised
Ensure customer profiles, contact numbers, and billing statuses remain updated across both FreshBooks and ServiceM8 without manual cross-referencing.
๐Ÿ‘ฅ
Upsert client records to prevent duplicate profiles
Search existing client directories before creating new entries, preventing duplicate profiles when repeat customers submit new jobs or invoices.
๐Ÿ’ณ
Update billing records automatically upon payment
Mark invoices as paid in FreshBooks the second a payment or job invoice transaction is completed in ServiceM8.
๐Ÿ’ฌ
Connect your workflow to Slack for team alerts
Extend your FreshBooks and ServiceM8 automation by posting notifications directly to Slack channels for immediate team visibility.
And much more...

Who is FreshBooks + ServiceM8 integration for?

Service contractors, finance managers, and operations teams using FreshBooks and ServiceM8 benefit by eliminating manual data entry and keeping billing and job tracking perfectly synchronised.

Finance directors
Finance directors
Dispatch managers
Dispatch managers
Account managers
Account managers
Operations directors
Operations directors
Field supervisors
Field supervisors
Project administrators
Project administrators
๐Ÿ“ˆ
Finance directors
You are reporting on billable hours and revenue from FreshBooks, but your job records in ServiceM8 only update when someone manually reconciles the sheets, so the financial metrics you are reviewing are always a few hours behind โ€” with this integration, every payment and invoice lands instantly and your data stays current.
โšก
Dispatch managers
You need to dispatch field staff the moment a job is confirmed in ServiceM8, but invoices and client details entered in FreshBooks are noticed too late, so your team wastes precious hours waiting for paperwork โ€” with this integration, every job triggers immediate billing updates and your scheduling flows seamlessly.
๐Ÿค
Account managers
You answer to clients who want immediate proof of job completion and accurate billing statements, but tracking project statuses across ServiceM8 and FreshBooks separately leaves gaps in your updates โ€” with this integration, every completed milestone updates your financial records automatically and keeps your clients fully informed.
๐Ÿ“ˆ
Operations directors
You are handling hundreds of service calls and invoices every week, but manually copying client information between ServiceM8 and FreshBooks creates persistent bottlenecks โ€” with this integration, every new client and job flows between systems instantly so your team can handle high volumes without errors.
๐Ÿ‘ท
Field supervisors
You rely on back-office staff to log client estimates and invoices in FreshBooks before you can start work in ServiceM8, but manual handoffs cause frustrating delays on site โ€” with this integration, every estimate and project is handed over automatically the second it is created.
๐Ÿ—‚๏ธ
Project administrators
You need a complete, unblemished audit trail of every client interaction and payment, but juggling records between FreshBooks and ServiceM8 leads to missing entries and mismatched data โ€” with this integration, every record matches perfectly across both platforms to give you a dependable history.
Our team

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Why choose Integrately to automate FreshBooks + ServiceM8

Build and manage your FreshBooks + 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 FreshBooks + 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 โ€” 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect FreshBooks to ServiceM8?
Frequently Asked Questions
You can connect FreshBooks to ServiceM8 in 1 click using ready-made templates or ask Integrately AI to build the automation. It links FreshBooks, ServiceM8, Slack, and 1,500+ other apps securely.
Can I automatically create a ServiceM8 job when a FreshBooks invoice is created?
Frequently Asked Questions
Can I connect FreshBooks, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FreshBooks and ServiceM8?
Frequently Asked Questions
How does FreshBooks handle client and invoice synchronization with ServiceM8?
Frequently Asked Questions
How does ServiceM8 manage job updates when linked with FreshBooks?
Frequently Asked Questions
How can I automate my workflow without writing any code?
Frequently Asked Questions
Is the FreshBooks and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect FreshBooks or ServiceM8 With 1500+ Other Apps

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