

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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Ready 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.
Sorry, we donโt have a ready workflow for this combination yet.
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 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.


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Google Calendar (8)
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Twilio (8)
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QuickBooks Online (8)
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Gmail (8)
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Slack (8)
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Stripe (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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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 Triggers & Actions
Instant
Invoice is created in FreshBooks
Triggers the automation when any invoice is added or modified
Try it โ Instant
Invoice is updated in FreshBooks
Triggers the automation when an invoice is updated
Try it โ Filtered Invoice is created in FreshBooks
Triggers the automation when a particular action in the workflow fails
Try it โ Instant
Client is created in FreshBooks
Triggers the automation when a new client is created
Try it โ Instant
Invoice Payment is created in FreshBooks
Triggers the automation when payment is attempted against an invoice
Try it โ Instant
Project is created in FreshBooks
Triggers the automation when a new project is created
Try it โ Instant
Project is updated in FreshBooks
Triggers the automation when a project is updated
Try it โ Instant
Estimate is created in FreshBooks
Triggers the automation when a new estimate is created
Try it โ Instant
Estimate is updated in FreshBooks
Triggers the automation when any estimate is modified
Try it โ Instant
Time Entry is created in FreshBooks
Triggers the automation when a new time entry is created
Try it โ Staff Member is created in FreshBooks
Triggers the automation when a new staff member is added
Try it โ 
ServiceM8 Triggers & Actions
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it โ Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it โ Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it โ Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it โ Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it โ Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it โ Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it โ Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it โ Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
Try it โ 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.
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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.
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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.
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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.
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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.
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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.
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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.
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Update billing records automatically upon payment
Mark invoices as paid in FreshBooks the second a payment or job invoice transaction is completed in ServiceM8.
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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
Dispatch managers
Account managers
Operations directors
Field supervisors
Project administrators
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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.
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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.
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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.
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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.
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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.
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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.

Did you know?
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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
Connect FreshBooks + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Frequently Asked Questions
How do I connect FreshBooks to ServiceM8?
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?
Can I connect FreshBooks, ServiceM8, and Slack?
What is a good Zapier alternative for FreshBooks and ServiceM8?
How does FreshBooks handle client and invoice synchronization with ServiceM8?
How does ServiceM8 manage job updates when linked with FreshBooks?
How can I automate my workflow without writing any code?
Is the FreshBooks and ServiceM8 integration free?
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