GoCardless + ServiceM8 Integration

Integrate GoCardless to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Create jobs, search clients, update billing records, and track staff schedules automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • GoCardless
    Event is triggered in GoCardless 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
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note 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
    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.
  • GoCardless
    Create mandate authorization request in GoCardless
  • GoCardless
    Create direct debit payment in GoCardless
  • GoCardless
    Create instant bank payment in GoCardless
  • GoCardless
    Create instant first payment + direct debit mandate in GoCardless
  • 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 GoCardless + ServiceM8 Integration

Capture payment events, create service jobs, search client records, update invoices, and notify your team, 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 GoCardless + ServiceM8 flow

Send payment details to accounting tools, notify teams in chat, and sync customer data across your entire business stack. Pick a combination and activate it in one click.

GoCardless
ServiceM8
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
MailchimpMailchimp (4)
G
X
S
Create a Xero invoice when an event is triggered in GoCardless, and create a job in ServiceM8.
GoCardless payment events instantly generate matching Xero invoices and new ServiceM8 jobs without manual data entry.
S
X
G
When a new job is created in ServiceM8, create a contact in Xero and create a direct debit payment in GoCardless.
New ServiceM8 jobs automatically establish Xero contacts and initiate GoCardless direct debit collection.
S
X
G
If a job is completed in ServiceM8, update the invoice in Xero and create an instant bank payment request in GoCardless.
Completed ServiceM8 jobs update Xero accounting records and trigger instant bank payments via GoCardless.
S
C
X
G
Use Claude to extract billing items from a ServiceM8 job update, create a Xero bill, and request a GoCardless mandate.
Claude parses ServiceM8 job updates to create precise Xero bills and request GoCardless mandate authorizations.

Supported triggers and actions for GoCardless and ServiceM8

Mix and match to build the exact automation you need

GoCardless
GoCardless Triggers & Actions
Instant
Event is triggered in GoCardless
Try it →
Create mandate authorization request in GoCardless
Initiates the process to create a mandate authorization request
Try it →
Create direct debit payment in GoCardless
Initiates the process to create a direct debit payment
Try it →
Create instant bank payment in GoCardless
Initiates the process to create an instant bank payment
Try it →
Create instant first payment + direct debit mandate in GoCardless
Initiates the process to create an instant first payment along with a direct debit mandate
Try it →
ServiceM8
ServiceM8 Triggers & Actions
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
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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
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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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
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
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
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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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 GoCardless + ServiceM8?

Streamline your payment collection and field service operations with end-to-end automated workflows.

What you can automate?
🔄
Sync payment events into service jobs
Automatically generate a new ServiceM8 job the moment a payment event or mandate request is triggered in GoCardless. Eliminate manual transcription errors between your billing and dispatch teams.
📋
Capture every submitted client field
Map all available GoCardless billing details and client information into separate ServiceM8 client fields instead of just names and emails. Your operational database becomes far more comprehensive.
🔔
Alert your team instantly on key events
Send immediate notifications to your finance or dispatch channels in Slack whenever a payment clears or a job status changes. Keep every stakeholder informed without manual emails.
🔀
Route workflows based on submitted data
Trigger different actions depending on specific client tiers or payment types submitted during onboarding. Direct high-value clients to priority service queues automatically.
🔄
Keep records updated as status changes
Automatically update ServiceM8 job records and client profiles whenever payment statuses or mandate authorizations change in GoCardless. Maintain perfect synchronization across platforms.
🔍
Search and update instead of duplicating
Check existing client records in ServiceM8 before creating new entries from payment events. Prevent duplicate profiles and keep your customer database clean and organized.
Handle later job and payment milestones
Trigger automated follow-ups, review requests, or instant bank payments when a ServiceM8 job is completed or an invoice is paid. Close out administrative cycles effortlessly.
📊
Extend flows to accounting and marketing apps
Push synchronized payment and job data into supporting tools like Xero, QuickBooks Online, or Mailchimp. Connect your entire business stack into a single cohesive pipeline.
And much more...

Who is GoCardless + ServiceM8 integration for?

Connecting GoCardless and ServiceM8 eliminates manual data entry between your recurring payment streams and field service operations, helping teams run more profitably.

Financial controllers
Financial controllers
Field service managers
Field service managers
Account managers
Account managers
Operations teams
Operations teams
Service technicians
Service technicians
Business owners
Business owners
📈
Financial controllers
You review financial reports across recurring revenue streams, but your payment records only update when someone manually reconciles accounts, so the revenue metrics you report against are always a few days behind — with this integration, every payment event populates your accounting records instantly and your financial data stays current.
Field service managers
You need to dispatch technicians the moment customer payments clear, but you find out about bank transfers too late, resulting in delayed scheduling and frustrated clients — this integration means every payment event triggers a new service job instantly so your team can dispatch without hesitation.
🤝
Account managers
You answer to clients who want immediate confirmation of their billing and service progress, but manual handoffs leave gaps in communication — connecting these apps means your clients receive immediate payment confirmations and job updates without any manual copying.
🔄
Operations teams
The volume of daily service bookings and bank transfers is too high for anyone to keep up by hand, leading to missed invoices and untracked jobs — automating both apps means every payment and service request syncs across systems automatically without human bottlenecks.
🛠️
Service technicians
You own the on-site job execution and depend on office staff to hand over client billing details, but details often arrive incomplete — this integration means every client record and payment mandate is ready in your job management tool before you arrive on site.
📋
Business owners
You need a reliable operating history across your billing and service management platforms, but you keep finding missing records between systems — automating these apps means every transaction and service milestone is logged accurately with zero 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 GoCardless + ServiceM8

Build and manage your GoCardless + 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 GoCardless + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect GoCardless to ServiceM8?
Frequently Asked Questions
You can connect GoCardless to ServiceM8 in 1-click using ready-made templates on Integrately. Link your accounts, select an automated workflow, and let Integrately AI configure the connection while you manage other work.
Can I automatically create a ServiceM8 job when a payment event happens in GoCardless?
Frequently Asked Questions
Can I connect GoCardless, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for GoCardless and ServiceM8?
Frequently Asked Questions
How does GoCardless handle payment data in this integration?
Frequently Asked Questions
How does ServiceM8 manage client and job records during automation?
Frequently Asked Questions
Do I need coding skills to automate GoCardless and ServiceM8?
Frequently Asked Questions
Is the GoCardless and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

You Can Also Connect GoCardless or ServiceM8 With 1500+ Other Apps

GoCardless
Popular GoCardless Integrations
Connect GoCardless to accounting, billing, and CRM platforms to manage recurring revenue and customer accounts.
ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with scheduling, dispatch, and communication tools to keep field operations running smoothly.
See All
ServiceM8 Integrations arrow right
No popular apps found