

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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Ready 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.
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.


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Asana (3)
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Xero (3)
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QuickBooks Online (3)
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Gmail (3)
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Slack (3)
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Stripe (3)
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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.
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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.
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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 Triggers & Actions
Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
Try it → 
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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.
🔄
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
Service Coordinators
Account Managers
Dispatch Teams
Project Planners
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.

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 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
Connect Infinity + 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 — 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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Select Automation
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Connect Accounts
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Automation is ready
Connect Infinity + ServiceM8 Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Infinity to ServiceM8?
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?
Can I connect Infinity, ServiceM8, and Slack?
What is a good Zapier alternative for Infinity and ServiceM8?
How does Infinity handle data updates from ServiceM8?
Can ServiceM8 trigger updates when project items change in Infinity?
Do I need coding skills to automate Infinity and ServiceM8?
Is the Infinity and ServiceM8 integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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