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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1.
  • Intercom
    Lead is created in Intercom Instant
  • Intercom
    Admin opened conversation in Intercom Instant
  • Intercom
    User or lead is replied in Intercom Instant
  • Intercom
    Lead is untagged in Intercom Instant
  • Intercom
    Lead is tagged in Intercom Instant
  • Intercom
    Email is added to lead in Intercom Instant
  • Intercom
    Message is created from user or lead in Intercom Instant
  • Intercom
    Conversation is closed by admin in Intercom Instant
  • Intercom
    Company is created in Intercom Instant
  • Intercom
    Conversation is snoozed in Intercom Instant
  • Intercom
    Conversation is partially deleted in Intercom Instant
  • Intercom
    Conversation is tagged in Intercom Instant
  • Intercom
    Event is created in Intercom Instant
  • Intercom
    User email is updated in Intercom Instant
  • Intercom
    User is unsubscribed in Intercom Instant
  • Intercom
    User is deleted in Intercom Instant
  • Intercom
    User is created in Intercom Instant
  • Intercom
    Conversation is assigned to any teammate in Intercom Instant
  • Intercom
    Note is added to conversation in Intercom Instant
  • Intercom
    Admin initiates conversation in Intercom Instant
  • Intercom
    Teammate replied in Intercom Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is checked in 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
    Job note is added 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
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job review is received 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
    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.
  • Intercom
    Get admin by id in Intercom
  • Intercom
    Create user in Intercom
  • Intercom
    Add contact to company in Intercom
  • Intercom
    Create event in Intercom
  • Intercom
    Search company in Intercom
  • Intercom
    Search lead in Intercom
  • Intercom
    Search user in Intercom
  • Intercom
    Send message in Intercom
  • Intercom
    Add/Remove tag on company in Intercom
  • Intercom
    Update company in Intercom
  • Intercom
    Add tag on lead in Intercom
  • Intercom
    Update lead in Intercom
  • Intercom
    Create lead in Intercom
  • Intercom
    Update user in Intercom
  • Intercom
    Add tag to user in Intercom
  • Intercom
    Remove tag from user in Intercom
  • 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 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.
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 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.

Intercom
ServiceM8
+
XeroXero (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (4)
+
TwilioTwilio (4)
I
S
X
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.
S
X
I
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.
S
X
I
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.
I
X
S
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
Intercom Triggers & Actions
Instant
Lead is created in Intercom
Triggers the automation when a new lead is created
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Instant
Admin opened conversation in Intercom
Triggers the automation when a conversation is opened by an admin
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Instant
User or lead is replied in Intercom
Triggers the automation when a reply is sent to the user or lead
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Instant
Lead is untagged in Intercom
Triggers the automation when the tag attached to any lead is removed
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Instant
Lead is tagged in Intercom
Triggers the automation when a lead is tagged
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Instant
Email is added to lead in Intercom
Triggers the automation when email address is added to a lead
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Instant
Message is created from user or lead in Intercom
Triggers the automation when a message is sent by a user or lead
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Instant
Conversation is closed by admin in Intercom
Triggers the automation when any conversation is marked as closed by the admin
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Instant
Company is created in Intercom
Triggers the automation when a new company is created
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Instant
Conversation is snoozed in Intercom
Triggers the automation when a conversation is paused for later
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Instant
Conversation is partially deleted in Intercom
Triggers the automation when parts of a conversation are deleted
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Instant
Conversation is tagged in Intercom
Triggers the automation when a tag is assigned to any conversation
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Instant
Event is created in Intercom
Triggers the automation when a new event is created
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Instant
User email is updated in Intercom
Triggers the automation when a user's email address is updated
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Instant
User is unsubscribed in Intercom
Triggers the automation when a user removed from a list
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Instant
User is deleted in Intercom
Triggers the automation when a user is deleted
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Instant
User is created in Intercom
Triggers the automation when a new user is created
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Instant
Conversation is assigned to any teammate in Intercom
Triggers the automation when someone is assigned to a conversation
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Instant
Note is added to conversation in Intercom
Triggers the automation when a new note is added to any conversation
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Instant
Admin initiates conversation in Intercom
Triggers the automation when an admin sends the first message to any user
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Instant
Teammate replied in Intercom
Triggers the automation when a teammate responds
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Get admin by id in Intercom
Retrieves admin by its ID
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Create user in Intercom
Generates a new user account
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Add contact to company in Intercom
Adds a contact to a company
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Create event in Intercom
Adds a new contact to the contact list
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Search company in Intercom
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Search lead in Intercom
Retrieves information for a particular lead
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Search user in Intercom
Searches for a user
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Send message in Intercom
Delivers a message to a designated recipient
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Add/Remove tag on company in Intercom
Updates company tags based on predefined criteria
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Update company in Intercom
Updates company information
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Add tag on lead in Intercom
Assigns tag to a lead based on predefined criteria
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Update lead in Intercom
Updates the lead information
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Create lead in Intercom
Generates new leads for potential customers
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Update user in Intercom
Updates user information
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Add tag to user in Intercom
Assigns a tag to a user based on particular criteria
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Remove tag from user in Intercom
Untag a user's profile
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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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 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
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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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
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
Job review is received in ServiceM8
Triggers automation when a job review is received
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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
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
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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 Intercom + ServiceM8?

Streamline your customer support and field service operations with robust automated workflows.

What you can automate?
🚀
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
Operations managers
Field service coordinators
Field service coordinators
Account managers
Account managers
Customer support leads
Customer support leads
Field technicians
Field technicians
Business owners
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.
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.
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 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
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
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
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Frequently Asked Questions

How do I connect Intercom to ServiceM8?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Intercom, ServiceM8, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Intercom and ServiceM8?
Frequently Asked Questions
How does Intercom handle contact updates during automation?
Frequently Asked Questions
How does ServiceM8 sync job completion events?
Frequently Asked Questions
Do I need coding skills to automate Intercom and ServiceM8?
Frequently Asked Questions
Is the Intercom and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect Intercom or ServiceM8 With 1500+ Other Apps

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