Infinity + ServiceM8 Integration

Integrate Infinity to ServiceM8 in one click, or tell Integrately AI how you want each client handled. Track new clients as project items, update your boards, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Infinity
    Item is created in Infinity Instant
  • Infinity
    Item is updated in Infinity Instant
  • Infinity
    Folder is created in Infinity
  • Infinity
    Comment is created in Infinity Instant
  • Infinity
    Comment is updated in Infinity Instant
  • Infinity
    Board is created in Infinity
  • Infinity
    Member is created in Infinity
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out 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.
  • Infinity
    Create item in Infinity
  • Infinity
    Update item in Infinity
  • Infinity
    Search item in Infinity
  • Infinity
    Create folder in Infinity
  • Infinity
    Search folder in Infinity
  • Infinity
    Search member in Infinity
  • Infinity
    Search board in Infinity
  • Infinity
    Create comment in Infinity
  • Infinity
    Get item by ID in Infinity
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client 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 Infinity + ServiceM8 Integration

Capture clients, organise project boards, keep records updated, alert your team, and send follow-ups, 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 Infinity + ServiceM8 flow

Send client details to your CRM, log invoices, notify your team, and manage follow-ups. Pick a combination and activate it in one click.

Infinity
ServiceM8
+
AsanaAsana (3)
+
XeroXero (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
GmailGmail (3)
+
SlackSlack (3)
+
StripeStripe (3)
S
I
A
Create an Infinity item when a new client is added in ServiceM8, and create an Asana task.
New ServiceM8 clients instantly generate an Infinity item and a corresponding Asana task, eliminating manual data entry across platforms.
S
I
A
When a ServiceM8 job is completed, update the matching Infinity item and complete the Asana task.
Keep project records current by updating Infinity and closing the Asana task the moment a ServiceM8 job is finished.
I
S
A
Create an Asana task for every Infinity board created, and set up the corresponding ServiceM8 job.
New Infinity boards automatically spin up a ServiceM8 job and an Asana task to align office and field teams.

Supported triggers and actions for Infinity and ServiceM8

Mix and match to build the exact automation you need

Infinity
Infinity Triggers & Actions
Instant
Item is created in Infinity
Triggers the automation when a new item is created
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Instant
Item is updated in Infinity
Triggers the automation when an item is modified
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Folder is created in Infinity
Triggers the automation when a new folder is created
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Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
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Instant
Comment is updated in Infinity
Triggers the automation when a comment is updated
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Board is created in Infinity
Triggers the automation when a new board is created
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Member is created in Infinity
Triggers the automation when a new member is added
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Create item in Infinity
Generates a new item
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Update item in Infinity
Updates an item with new information
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Search item in Infinity
Locates and retrieves particular item information
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Create folder in Infinity
Creates a new folder in the designated location
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Search folder in Infinity
Searches for a folder
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Search member in Infinity
Searches for a member with
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Search board in Infinity
Searches for a board
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Create comment in Infinity
Generates a new comment
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Get item by ID in Infinity
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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 status is changed in ServiceM8
Triggers automation when a job status is changed
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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 quote is sent in ServiceM8
Triggers automation when a job quote is sent
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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 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
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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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
Try it →
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Search client in ServiceM8
Searches client by name
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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
Try it →

What can you automate with Infinity + ServiceM8?

Connect your project management and field service operations to eliminate duplicate data entry and manual tracking.

What you can automate?
🔄
Sync new clients into Infinity project items
Automatically create a new item in Infinity whenever a new client is added in ServiceM8. Your project boards stay populated with zero manual copy-pasting.
📝
Capture every submitted job detail
Map all available service notes, form submissions, and client fields into your Infinity items instead of just basic names. Your project boards capture complete operational context.
🔔
Alert your team instantly on status changes
Send automated notifications to your team whenever a ServiceM8 job is completed or a quote is accepted. Everyone stays aligned without status meetings.
🔀
Route records based on submitted criteria
Send client submissions to different Infinity boards or folders depending on the job type or location. Custom routing keeps your workspaces organized.
⏱️
Keep project records continuously updated
Automatically update Infinity items whenever job statuses change in ServiceM8. Your project views reflect real-time field progress without manual check-ins.
🔍
Prevent duplicates with smart search and update
Search existing Infinity items before creating new ones, updating records when clients return. Your database stays clean and free of redundant entries.
💳
Automate workflows after job completion or payment
Trigger follow-up actions in Infinity the moment a ServiceM8 invoice is paid or a job is marked complete. Post-service operations happen like clockwork.
💬
Extend your workflow with messaging apps
Connect Slack or Gmail to your core Infinity and ServiceM8 flow to notify clients and team members automatically. Multi-step automation keeps everyone informed.
And much more...

Who is Infinity + ServiceM8 integration for?

Operations managers, service coordinators, and project teams eliminate manual handoffs between Infinity and ServiceM8 to keep project tracking accurate and up to date.

Operations Managers
Operations Managers
Service Coordinators
Service Coordinators
Account Managers
Account Managers
Dispatch Teams
Dispatch Teams
Project Planners
Project Planners
Service Supervisors
Service Supervisors
📈
Operations Managers
You review project completion metrics every week, but field status updates sit trapped in service software until someone manually re-enters them, so your reporting dashboards are always outdated — automating both apps means every job status lands in your project items instantly and your numbers stay current.
Service Coordinators
You need to dispatch field staff the moment a client registers, but manual data transfer between platforms introduces delays that frustrate customers — this integration means new client records flow straight into your project boards immediately and your team acts without waiting.
🤝
Account Managers
Your clients ask for real-time progress updates on their service tickets, but chasing down field notes takes hours away from client communication — automating both apps means project items update automatically as field work progresses and you always have accurate answers.
📋
Dispatch Teams
Your daily volume of incoming client requests is too high for manual entry, leading to missed items and forgotten follow-ups across your workflow — integrating these apps means every new submission creates structured project items without human intervention.
🔧
Project Planners
You depend on field teams to hand over completed job notes before you can schedule the next phase of work, causing bottlenecks in your project boards — with this integration, completed job updates trigger next-stage items instantly and your pipeline keeps moving.
🗂️
Service Supervisors
You rely on a complete history of client interactions for quality audits, but manual logging leaves gaps and missing records in your database — connecting these apps means every job note, client addition, and status change is recorded accurately.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Infinity + ServiceM8

Build and manage your Infinity + 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 Infinity + 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 Infinity to ServiceM8?
Frequently Asked Questions
You can connect Infinity to ServiceM8 in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields for your team.
Can I automatically create Infinity items when new clients are added in ServiceM8?
Frequently Asked Questions
Can I connect Infinity, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Infinity and ServiceM8?
Frequently Asked Questions
How does Infinity handle data updates from ServiceM8?
Frequently Asked Questions
Can ServiceM8 trigger updates when project items change in Infinity?
Frequently Asked Questions
Do I need coding skills to automate Infinity and ServiceM8?
Frequently Asked Questions
Is the Infinity and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Infinity
Popular Infinity Integrations
Connect Infinity with project management, database, and collaboration tools to organize your team workflows.
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ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with accounting, scheduling, and customer communication platforms to manage your field service operations.
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