

Intercom + ServiceM8 Integration
Integrate Intercom to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Create jobs, update client records, notify your field team, and trigger follow-ups automatically.
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Ready Workflows for Intercom + ServiceM8 Integration
Capture leads, create service jobs, update client records, alert your field team, and log details, 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 Intercom + ServiceM8 flow
Sync financial data, log client details in spreadsheets, and notify your support team across external channels. Pick a combination and activate it in one click.


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Xero (4)
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Stripe (4)
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QuickBooks Online (4)
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Google Sheets (4)
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Gmail (4)
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Twilio (4)
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Create a ServiceM8 job from every new Intercom lead, and create a contact in Xero automatically.
New Intercom leads instantly create jobs in ServiceM8 and contacts in Xero without manual data re-entry.
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When a ServiceM8 job is completed, create an invoice in Xero and log the client details from Intercom.
Completed service jobs generate immediate invoices in Xero while keeping client records updated.
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If a ServiceM8 job quote is accepted, create a contact in Xero and send a message in Intercom.
Accepted quotes trigger accounting records in Xero and confirmation messages in Intercom.
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Use ChatGPT to extract billing details from an Intercom conversation, create an invoice in Xero, and schedule a job in ServiceM8.
AI parses support conversations to automate Xero invoicing and ServiceM8 job scheduling.
Supported triggers and actions for Intercom and ServiceM8
Mix and match to build the exact automation you need

Intercom Triggers & Actions
Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
Try it → Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
Try it → Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
Try it → Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
Try it → Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
Try it → Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
Try it → Instant
Company is created in Intercom
Triggers the automation when a new company is created
Try it → Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
Try it → Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
Try it → Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
Try it → Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
Try it → Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
Try it → Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
Try it → Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
Try it → Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
Try it → 
ServiceM8 Triggers & Actions
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 → Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → What can you automate with Intercom + ServiceM8?
Streamline your customer support and field service operations with robust automated workflows.
🚀
Turn Intercom leads into ServiceM8 jobs instantly
Every time a new lead is created in Intercom, a corresponding service job is automatically established in ServiceM8. Eliminate manual data transfer between your support inbox and field operations.
📋
Capture every submitted conversation field
Map available Intercom user details and conversation notes directly into ServiceM8 job records. Ensure your field technicians have complete context before arriving on site.
🔔
Notify your team as soon as jobs update
Alert staff members inside Intercom the moment job statuses change or new notes are added in ServiceM8. Keep office and field teams perfectly aligned.
🔀
Route jobs based on submitted criteria
Set up conditional rules to handle different service tiers or locations differently when transferring records from Intercom to ServiceM8. Direct each request to the correct workflow automatically.
🔄
Keep client records synchronized across apps
Automatically update user profiles in Intercom whenever client details or job requirements change in ServiceM8. Maintain a single source of truth for all customer data.
🔍
Prevent duplicate records with smart matching
Search existing client databases before creating new entries to avoid duplicate customer files. Keep your ServiceM8 and Intercom accounts clean and organized.
💳
Handle later status changes and invoice events
Trigger automated follow-ups in Intercom whenever job invoices are paid or quotes are accepted in ServiceM8. Close the loop on billing and communication seamlessly.
📊
Extend your workflow with accounting and sheets
Connect Google Sheets, Xero, or QuickBooks Online to your core Intercom and ServiceM8 flow. Log financial data and generate reports automatically as work progresses.
And much more...
Who is Intercom + ServiceM8 integration for?
Connecting Intercom and ServiceM8 eliminates manual data entry between customer support and field service operations, ensuring seamless workflows for growing service businesses.
Operations managers
Field service coordinators
Account managers
Customer support leads
Field technicians
Business owners
📈
Operations managers
You're reviewing daily service metrics across disconnected support and scheduling tools, but job counts only update when someone manually exports records, so your operational reports are always hours behind — integrating these apps means every new lead and completed job syncs instantly and your performance data stays current.
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Field service coordinators
You need to dispatch technicians the moment a customer confirms a support request in Intercom, but staff find out too late because details are trapped in chat queues — automating both apps means incoming inquiries immediately create ServiceM8 jobs so your team can dispatch without delay.
🤝
Account managers
You answer to clients who want real-time visibility into their service tickets and upcoming maintenance visits, but compiling status reports requires checking multiple platforms by hand — with this integration, customer conversations and job statuses align automatically to keep clients fully informed.
📊
Customer support leads
The volume of inbound support inquiries is too high for your team to manually copy customer details into scheduling software without making errors — connecting these apps means routine ticket data populates ServiceM8 service jobs instantly without manual transcription.
🔧
Field technicians
You depend on support staff to hand over accurate customer site instructions before heading out to a job, but critical notes get lost between chat threads and job cards — automating both apps means every conversation note and requirement flows directly into the ServiceM8 job file.
🗂️
Business owners
You need a reliable operational history of every client interaction from initial chat to final invoice, but you keep finding gaps between customer support logs and job records — this integration means every interaction and job update is captured permanently across both systems.

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 Intercom + ServiceM8
Build and manage your Intercom + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Intercom + 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 Intercom + ServiceM8 Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Intercom to ServiceM8?
You can connect Intercom to ServiceM8 in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations with tools like Google Sheets, Gmail, and Xero.
Can I automatically create ServiceM8 jobs from new Intercom leads?
Can I connect Intercom, ServiceM8, and Google Sheets?
What is a good Zapier alternative for Intercom and ServiceM8?
How does Intercom handle contact updates during automation?
How does ServiceM8 sync job completion events?
Do I need coding skills to automate Intercom and ServiceM8?
Is the Intercom and ServiceM8 integration free?
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