Instabot: Chatbot Platform + ServiceM8 Integration

Integrate Instabot: Chatbot Platform to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Create jobs, track client details, notify your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Instabot: Chatbot Platform
    User is created in Instabot: Chatbot Platform
  • Instabot: Chatbot Platform
    Goal is completed in Instabot: Chatbot Platform
  • ServiceM8
    Job invoice is sent 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 is checked in 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
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client 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 Instabot: Chatbot Platform + ServiceM8 Integration

Capture online leads, create matching ServiceM8 jobs, update client records, notify your team, and send confirmations, 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 Instabot: Chatbot Platform + ServiceM8 flow

Send instant notifications, log client details in spreadsheets, and trigger follow-up actions across your entire business stack. Pick a combination and activate it in one click.

Instabot: Chatbot Platform
ServiceM8
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
+
HubSpotHubSpot (4)
+
XeroXero (4)
+
SlackSlack (4)
+
TwilioTwilio (4)
I
S
G
Create a ServiceM8 client when an Instabot goal is completed, and send a welcome email in Gmail
New chatbot leads instantly create a ServiceM8 client record and receive a welcoming email in Gmail without manual data entry.
I
S
G
Create a ServiceM8 job when a user is created in Instabot, and notify the team via Gmail
Every new user in Instabot triggers a ServiceM8 job creation while alerting your staff through Gmail instantly.
I
S
G
Search client details in ServiceM8 upon an Instabot goal completion, and email follow-ups via Gmail
Cross-reference existing ServiceM8 client records when an Instabot goal is met and dispatch personalised emails.
I
S
G
Use Claude to draft custom emails in Gmail after creating a ServiceM8 client from an Instabot goal
Generate intelligent email responses with Claude and send them via Gmail when new clients are created in ServiceM8.

Supported triggers and actions for Instabot: Chatbot Platform and ServiceM8

Mix and match to build the exact automation you need

Instabot: Chatbot Platform
Instabot: Chatbot Platform Triggers & Actions
User is created in Instabot: Chatbot Platform
Triggers the automation when a new user is created
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Goal is completed in Instabot: Chatbot Platform
Triggers the automation when a goal is accomplished
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No action is available
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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 is checked in in ServiceM8
Triggers automation when a job is checked in
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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
Try it →
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 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 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 Instabot: Chatbot Platform + ServiceM8?

Connect chat interactions directly to your field operations to streamline client onboarding and job creation.

What you can automate?
🤖
Automate job creation from chatbot goals
Turn every completed goal in Instabot: Chatbot Platform into a brand new job or client record in ServiceM8 instantly, eliminating manual copy-pasting entirely.
📝
Capture every submitted chat field
Map all collected customer answers from your Instabot interaction straight into ServiceM8 client and job fields rather than losing critical details.
🔔
Notify your dispatch team instantly
Alert staff members the moment a new service request or client is registered so work can be assigned without waiting for manual batch processing.
🔀
Route records based on submitted data
Create different job types or assign specific priorities in ServiceM8 depending on the specific options selected during the Instabot chat session.
🔄
Keep client records synchronised
Update existing ServiceM8 client accounts automatically whenever a returning visitor interacts with your Instabot chatbot and completes a new goal.
🔍
Search and update instead of duplicates
Lookup existing clients in ServiceM8 before creation to ensure your database remains clean and free of duplicate customer entries.
📊
Track job status and follow-ups
Trigger secondary actions in your workflow whenever ServiceM8 jobs are updated, ensuring smooth transitions from initial chat to completed work.
💬
Extend your workflow with Slack
Connect your Instabot and ServiceM8 pipeline to Slack to broadcast immediate team notifications and keep operational channels fully informed.
And much more...

Who is Instabot: Chatbot Platform + ServiceM8 integration for?

Customer support leads, service managers, and field technicians benefit by eliminating manual data entry between chat leads and job management systems.

Operations managers
Operations managers
Field dispatchers
Field dispatchers
Account managers
Account managers
Customer support teams
Customer support teams
Service technicians
Service technicians
Business owners
Business owners
📈
Operations managers
You're reviewing customer acquisition metrics across chat channels, but your tracking reports only update when someone manually exports client data, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new client record lands in your system instantly and your operational data stays current.
Field dispatchers
You need to assign incoming service requests immediately, but you find out about new chatbot submissions too late because staff must copy details by hand — with this integration, every completed chat goal creates a ServiceM8 job instantly and dispatching happens without delay.
🤝
Account managers
You answer to clients who expect rapid turnaround on their service submissions, but manual data transfers between chat and job boards cause avoidable bottlenecks — with this integration, every submission is logged immediately and client progress moves forward without friction.
📞
Customer support teams
The volume of inbound chatbot queries is too high for your staff to keep up with by hand, leading to missed client follow-ups — with this integration, every conversation goal automatically generates the right job and client records without manual effort.
🔧
Service technicians
You own the on-site job execution and depend on office staff to hand over correct client details, but manual entry errors often leave gaps in job cards — with this integration, every client detail flows accurately from chat to job file so you arrive fully prepared.
📋
Business owners
You need a reliable history of every customer interaction and job status, but manual logging creates missing records and incomplete histories — with this integration, every Instabot goal automatically populates ServiceM8 with complete, audit-ready data.
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 Instabot: Chatbot Platform + ServiceM8

Build and manage your Instabot: Chatbot Platform + 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 Instabot: Chatbot Platform + 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 Instabot: Chatbot Platform to ServiceM8?
Frequently Asked Questions
You can connect Instabot: Chatbot Platform to ServiceM8 in 1-click using ready templates or Integrately AI. It links your chatbot leads directly to your field management system alongside tools like Gmail, Slack, and Google Calendar.
Can I automatically create ServiceM8 jobs from Instabot chat submissions?
Frequently Asked Questions
Can I connect Instabot: Chatbot Platform, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Instabot: Chatbot Platform and ServiceM8?
Frequently Asked Questions
How does Instabot handle data transfer to ServiceM8?
Frequently Asked Questions
Can I search existing client profiles in ServiceM8 during chatbot workflows?
Frequently Asked Questions
Do I need coding skills to automate Instabot and ServiceM8?
Frequently Asked Questions
Is the Instabot: Chatbot Platform and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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