Helpwise + ServiceM8 Integration

Integrate Helpwise to ServiceM8 in one click, or tell Integrately AI how you want each conversation handled. Create jobs, assign tasks, update client profiles, and alert your team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Helpwise
    Tag is applied in conversation in Helpwise Instant
  • Helpwise
    Conversation is created in Helpwise Instant
  • Helpwise
    Conversation is assigned in Helpwise Instant
  • Helpwise
    Note is added in conversation in Helpwise Instant
  • Helpwise
    Conversation is re-opened in Helpwise Instant
  • Helpwise
    Conversation is closed in Helpwise Instant
  • Helpwise
    Conversation is deleted in Helpwise Instant
  • Helpwise
    Reply from customer in Helpwise Instant
  • Helpwise
    Reply from agent in Helpwise Instant
  • ServiceM8
    Job review is received 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 photo is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Proposal is sent 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
    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.
  • Helpwise
    Send email in Helpwise
  • Helpwise
    Send WhatsApp message in Helpwise
  • Helpwise
    Add comment in Helpwise
  • Helpwise
    Search thread in Helpwise
  • Helpwise
    Search thread by ID in Helpwise
  • Helpwise
    Send SMS in Helpwise
  • Helpwise
    Search contacts in Helpwise
  • 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 Helpwise + ServiceM8 Integration

Capture conversations, create jobs, update client records, alert your team, and track invoices, 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 Helpwise + ServiceM8 flow

Sync your shared inbox and field service data with accounting, communication, and billing tools to keep operations running smoothly. Pick a combination and activate it in one click.

Helpwise
ServiceM8
+
XeroXero (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
S
X
H
Create a Xero invoice for every new ServiceM8 job, and send a confirmation email in Helpwise
ServiceM8 jobs generate corresponding invoices in Xero instantly while Helpwise sends out customer notices, keeping your accounting and communication in sync.
H
X
S
Add every new Helpwise contact as a Xero customer, and retrieve job details in ServiceM8
New Helpwise contacts update your Xero directory while ServiceM8 job details are fetched automatically for your team.
S
X
H
When a ServiceM8 job invoice is paid, create a receipt record in Xero and notify your support team in Helpwise
Paid ServiceM8 invoices automatically update Xero financial records and notify your team via Helpwise comments.
H
C
X
S
Use ChatGPT to summarise new Helpwise conversations, create a Xero contact, and create a job in ServiceM8
ChatGPT extracts key client needs from Helpwise conversations to populate Xero contacts and set up ServiceM8 jobs.

Supported triggers and actions for Helpwise and ServiceM8

Mix and match to build the exact automation you need

Helpwise
Helpwise Triggers & Actions
Instant
Tag is applied in conversation in Helpwise
Triggers the automation when a tag is added
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Instant
Conversation is created in Helpwise
Triggers the automation when a new conversation is created
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Instant
Conversation is assigned in Helpwise
Triggers the automation when someone is assigned to a conversation
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Instant
Note is added in conversation in Helpwise
Triggers the automation when a new note is added to any conversation
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Instant
Conversation is re-opened in Helpwise
Triggers the automation when a closed conversation is re-opened
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Instant
Conversation is closed in Helpwise
Triggers the automation when any conversation is marked as completed
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Instant
Conversation is deleted in Helpwise
Triggers the automation when any conversation is removed from the system
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Instant
Reply from customer in Helpwise
Triggers the automation when a customer replies
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Instant
Reply from agent in Helpwise
Triggers the automation when an agent replies
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Send email in Helpwise
Sends an email to a recipient
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Send WhatsApp message in Helpwise
Sends a message via whatsapp
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Add comment in Helpwise
Adds a comment to a record
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Search thread in Helpwise
Searches for a thread
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Search thread by ID in Helpwise
Searches for a thread by id
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Send SMS in Helpwise
Sends a text message to particular recipients
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Search contacts in Helpwise
Finds and retrieves contact information
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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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 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
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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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
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
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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
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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 Helpwise + ServiceM8?

Streamline your service business operations by syncing shared inbox conversations, customer details, and job statuses instantly.

What you can automate?
🔄
Create ServiceM8 jobs from Helpwise conversations
Automatically convert incoming shared inbox conversations into scheduled jobs in ServiceM8 without copying details by hand.
📝
Capture every submitted field and client note
Map all available form submissions, notes, and contact details between Helpwise and ServiceM8 to keep records comprehensive.
🔔
Alert your dispatch team instantly
Notify your staff on Slack or Gmail the moment a new conversation or service request is created in your systems.
🔀
Route workflows based on submitted fields
Trigger different follow-up actions in Helpwise depending on job statuses or customer tiers submitted in ServiceM8.
📊
Keep destination records up to date
Update existing client profiles and job statuses across both applications whenever modifications occur.
🔍
Add or update instead of creating duplicates
Search existing client records before creating new entries to keep your databases clean and organised.
💳
Handle later status changes like paid and completed
Trigger follow-up emails and accounting updates whenever a ServiceM8 job is completed or an invoice is paid.
🌐
Extend your workflow to accounting and storage tools
Connect your core Helpwise and ServiceM8 flow to QuickBooks Online, Xero, or Google Drive for complete business automation.
And much more...

Who is Helpwise + ServiceM8 integration for?

Connecting Helpwise and ServiceM8 keeps customer communications and field service operations aligned, eliminating manual data entry and missed job details for growing service teams.

Operations Directors
Operations Directors
Service Managers
Service Managers
Account Managers
Account Managers
Dispatch Coordinators
Dispatch Coordinators
Field Technicians
Field Technicians
Finance Officers
Finance Officers
📈
Operations Directors
You oversee customer communications and field scheduling, but your reporting dashboards only update when staff manually export job logs, so your metrics are always delayed — this integration means every new job and conversation syncs instantly and your performance data stays current.
Service Managers
You need to dispatch field technicians immediately when urgent customer requests arrive in your shared inbox, but manual handoffs cause costly delays — with this integration, every support thread triggers an immediate job creation so your team acts fast.
🤝
Account Managers
You answer to clients who want real-time updates on job progress and invoice statuses, but checking separate systems wastes hours — automating both apps means your clients receive prompt updates while your project records stay accurate.
📦
Dispatch Coordinators
The daily volume of inbound customer inquiries and service requests is too high for anyone to keep up with by hand, leading to missed tickets — this integration means every client submission converts to a tracked job automatically without human error.
🔧
Field Technicians
You depend on office staff to hand over customer job specifications and contact notes before heading out, but details often get lost in translation — with this integration, complete job information reaches your mobile app the moment it is logged.
📋
Finance Officers
You need a reliable history of paid invoices and completed work for month-end reconciliation, but manual cross-checking leaves gaps in your records — this integration means every transaction and status change updates your financial ledger automatically.
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 Helpwise + ServiceM8

Build and manage your Helpwise + 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 Helpwise + 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
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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 Helpwise to ServiceM8?
Frequently Asked Questions
You can connect Helpwise to ServiceM8 in 1-click using ready-made templates on Integrately. Link your accounts, select your preferred automation workflow, and start syncing data instantly with Integrately AI.
Can I automatically create ServiceM8 jobs from Helpwise conversations?
Frequently Asked Questions
Can I connect Helpwise, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Helpwise and ServiceM8?
Frequently Asked Questions
How does Helpwise handle conversation updates in this integration?
Frequently Asked Questions
How does ServiceM8 trigger actions in connected apps?
Frequently Asked Questions
Can I build custom workflows without coding?
Frequently Asked Questions
Is the Helpwise and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Helpwise
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ServiceM8
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Sync ServiceM8 with accounting, scheduling, and storage platforms to keep your field service operations running smoothly.
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