HelloSign + ServiceM8 Integration

Integrate HelloSign to ServiceM8 in one click, or tell Integrately AI how you want each signature request handled. Create service jobs, update client records, notify your team, and track project status automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • HelloSign
    Signature request is sent in HelloSign Instant
  • HelloSign
    Signature request is declined in HelloSign Instant
  • HelloSign
    Signature request is viewed in HelloSign Instant
  • HelloSign
    Signature request is accepted in HelloSign 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
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created 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 HelloSign + ServiceM8 Integration

Create jobs from accepted signatures, update client records, notify your team, and track project progress, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your HelloSign + ServiceM8 flow

Automatically turn signed documents into client jobs, notify your team, and keep your accounting and storage platforms updated. Pick a combination and activate it in one click.

HelloSign
ServiceM8
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
H
X
S
Create a ServiceM8 job and a Xero invoice whenever a HelloSign signature request is accepted.
Signed HelloSign agreements instantly generate a new invoice in Xero and a scheduled job in ServiceM8.
H
S
X
When a HelloSign signature request is viewed, search for the client in ServiceM8 and create a draft invoice in Xero.
Get ahead of active agreements by preparing Xero invoices and ServiceM8 records while clients review documents.
H
X
S
If a HelloSign signature request is declined, update the customer in Xero and log the note in ServiceM8.
Declined proposals automatically update financial records in Xero and add activity logs in ServiceM8.
H
S
X
When a HelloSign signature request is sent, create a draft client profile in ServiceM8 and a tracking record in Xero.
Establish client profiles and financial tracking records the moment a document is dispatched.

Supported triggers and actions for HelloSign and ServiceM8

Mix and match to build the exact automation you need

HelloSign
HelloSign Triggers & Actions
Instant
Signature request is sent in HelloSign
Triggers the automation when a signature request is sent
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Instant
Signature request is declined in HelloSign
Triggers the automation when a signature request is declined
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Instant
Signature request is viewed in HelloSign
Triggers the automation when a signature request is viewed
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Instant
Signature request is accepted in HelloSign
Triggers the automation when a signature request is accepted
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No action is available
ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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 photo is added in ServiceM8
Triggers automation when a photo 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
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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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 invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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 badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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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 is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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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
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 HelloSign + ServiceM8?

Streamline your entire contract-to-service workflow with robust automations connecting HelloSign and ServiceM8.

What you can automate?
Create ServiceM8 jobs from accepted agreements
Automatically generate a new job in ServiceM8 the moment a signature request is accepted in HelloSign, eliminating manual scheduling delays.
📋
Capture every submitted signer field
Map custom signer details, names, and document metadata from HelloSign straight into ServiceM8 client and job fields.
🔔
Notify your team instantly on document events
Alert your staff the second a client views, signs, or declines a HelloSign document so everyone stays informed.
🔀
Route workflows based on agreement type
Trigger different ServiceM8 job priorities or assignees depending on the specific document template or answers submitted in HelloSign.
🔄
Keep client records updated dynamically
Synchronize client profile changes between HelloSign signature requests and ServiceM8 company records automatically.
🔍
Search and prevent duplicate client entries
Search existing client records in ServiceM8 before creating new profiles, ensuring your database remains clean and organized.
🏷️
Handle proposal status changes seamlessly
Update job notes and statuses in ServiceM8 whenever a HelloSign signature request is declined, expired, or completed.
💬
Extend your workflow to team communication tools
Connect HelloSign and ServiceM8 with Slack or Gmail to notify stakeholders and send client follow-ups automatically.
And much more...

Who is HelloSign + ServiceM8 integration for?

Operations directors, field service managers, and account teams rely on this integration to eliminate manual data entry between signed agreements and job management.

Operations directors
Operations directors
Field service managers
Field service managers
Account managers
Account managers
Operations teams
Operations teams
Project coordinators
Project coordinators
Compliance officers
Compliance officers
📈
Operations directors
You rely on accurate reporting to track signed contracts against completed field jobs, but manual data entry leaves your dashboards outdated and full of gaps — with this integration, every accepted signature request instantly provisions a ServiceM8 job and your metrics stay completely current.
Field service managers
You need to dispatch field crews the moment a client signs a service agreement, but delays in paperwork handoffs mean your team finds out too late — with this integration, every signed document triggers immediate job creation in ServiceM8 so your crew can mobilize without delay.
🤝
Account managers
You answer to clients who expect seamless onboarding from contract execution to service delivery, but disconnected systems cause frustrating administrative friction — with this integration, automating both apps means your clients experience a flawless transition from signing to service execution.
📊
Operations teams
You process high volumes of client agreements every week, and managing client profiles and job creation by hand creates overwhelming bottlenecks — with this integration, high-volume document approvals flow straight into ServiceM8 without requiring manual intervention.
🔄
Project coordinators
You depend on sales teams to hand over signed contracts before scheduling project resources, but communication delays stall your workflow — with this integration, every accepted HelloSign request automatically kicks off the next operational step in ServiceM8.
🗂️
Compliance officers
You require a reliable, uncompromised audit trail linking signed legal documents to operational client records, but manual record-keeping introduces missing entries — with this integration, every agreement creates a verified, traceable history across both platforms.
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 HelloSign + ServiceM8

Build and manage your HelloSign + 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 HelloSign + 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 HelloSign to ServiceM8?
Frequently Asked Questions
You can connect HelloSign to ServiceM8 effortlessly using 1-click ready workflows or Integrately AI. With 1,500+ apps connected and 24/5 live chat support available, setting up your automation takes just minutes.
How can I automatically create a ServiceM8 job when a HelloSign document is signed?
Frequently Asked Questions
Can I connect HelloSign, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for HelloSign and ServiceM8?
Frequently Asked Questions
How does HelloSign handle signature request triggers in integrations?
Frequently Asked Questions
How does ServiceM8 manage client and job creation during automation?
Frequently Asked Questions
Do I need coding skills to set up HelloSign and ServiceM8 workflows?
Frequently Asked Questions
Is the HelloSign and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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