involve.me + ServiceM8 Integration

Integrate involve.me to ServiceM8 in one click, or tell Integrately AI how you want each submission handled. Create jobs, search clients, update customer records, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • involve.me
    Participant has submitted response in involve.me Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job note is added 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
    Job is checked in 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
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid 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
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2.
  • 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 involve.me + ServiceM8 Integration

Capture responses, create ServiceM8 jobs, log client details, and update your workflow status, 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 involve.me + ServiceM8 flow

Sync your involve.me and ServiceM8 data with accounting, marketing, storage, and communication platforms. Pick a combination and activate it in one click.

involve.me
ServiceM8
+
QuickBooks OnlineQuickBooks Online (4)
+
XeroXero (4)
+
MailchimpMailchimp (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
TwilioTwilio (4)
I
S
Q
Create a ServiceM8 job from every involve.me response, and generate a matching invoice in QuickBooks Online.
Every involve.me submission immediately creates a job in ServiceM8 and sets up an invoice in QuickBooks Online without manual data entry.
I
S
Q
Search the client in ServiceM8 for every involve.me submission, and create a customer in QuickBooks Online.
Verify existing client records in ServiceM8 from involve.me data, and establish a new customer profile in QuickBooks Online instantly.
I
S
Q
Create a ServiceM8 job from involve.me responses, and record a payment in QuickBooks Online.
Log involve.me submissions into ServiceM8 as new jobs and record client payments in QuickBooks Online seamlessly.
I
S
Q
Create a client in ServiceM8 from involve.me data, and update QuickBooks Online estimates.
Establish new client accounts in ServiceM8 from involve.me entries and keep QuickBooks Online estimates updated.

Supported triggers and actions for involve.me and ServiceM8

Mix and match to build the exact automation you need

involve.me
involve.me Triggers & Actions
Instant
Participant has submitted response in involve.me
need to change label to - participant
Try it →
No action is available
ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
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
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it →
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
Try it →
Search client in ServiceM8
Searches client by name
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
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 involve.me + ServiceM8?

Streamline your customer intake and job management with powerful, automated workflows.

What you can automate?
⚙️
Create ServiceM8 jobs from involve.me responses automatically
Turn every participant submission in involve.me into a brand new job in ServiceM8 the second it is submitted. Eliminate manual transcription and ensure zero intake requests slip through the cracks.
📝
Capture every submitted field in detail
Map all custom form answers, notes, and contact details from involve.me directly into ServiceM8 job records. Your service database becomes a rich, complete source for technician dispatch.
🔔
Alert your dispatch team instantly
Notify your field staff or managers the moment an involve.me response creates a new ServiceM8 job. Keep your entire team informed and ready to respond without checking multiple tools.
🔀
Route submissions based on custom form criteria
Apply conditional logic to direct specific involve.me responses into designated ServiceM8 workflows or client categories. Handle VIP requests and standard inquiries through tailored paths.
🔄
Keep client records updated as details change
Automatically search for existing clients in ServiceM8 and update their contact information whenever a new involve.me submission arrives. Maintain pristine customer databases effortlessly.
👥
Add or update clients instead of creating duplicates
Check whether a client already exists in ServiceM8 before creating a new record from involve.me form entries. Prevent messy duplicate profiles in your customer directory.
💳
Handle later status changes and billing updates
Trigger downstream financial actions in QuickBooks Online or Stripe when ServiceM8 job statuses change. Connect intake form data directly to your invoicing and payment lifecycle.
🔗
Extend workflows to accounting and communication tools
Connect your involve.me and ServiceM8 flow with QuickBooks Online, Twilio, or Google Drive to automate invoicing, file archiving, and client text messages.
And much more...

Who is involve.me + ServiceM8 integration for?

Operations teams, field dispatchers, and business owners streamline customer intake, eliminate manual data entry, and keep service workflows synchronized across platforms.

Operations Managers
Operations Managers
Field Service Dispatchers
Field Service Dispatchers
Account Managers
Account Managers
Customer Success Leads
Customer Success Leads
Project Coordinators
Project Coordinators
Business Owners
Business Owners
📈
Operations Managers
You're tracking intake form metrics and job schedules across separate systems, but your operational reports only update when someone manually exports submissions, so the job counts you're reviewing are always outdated — automating both apps means every new involve.me response lands in ServiceM8 instantly and your dashboard stays current.
Field Service Dispatchers
You need to dispatch field technicians the moment a customer inquiry arrives, but manual data transcription delays job creation, so your team finds out about new bookings too late — this integration means every participant submission turns into a ServiceM8 job immediately and dispatching happens on time.
🤝
Account Managers
You answer to clients who want immediate confirmation of their project intake requests, but copying form data by hand creates frustrating bottlenecks, so clients wait hours for updates — connecting these apps means client submissions create records instantly and transparency is maintained.
📊
Customer Success Leads
The volume of inbound form responses is too high for anyone to keep up by hand, leading to missed inquiries and delayed follow-ups, so customer satisfaction drops — automating both apps means high-volume submissions flow directly into ServiceM8 without manual handling.
🔧
Project Coordinators
You own the scheduling step and depend on someone upstream to hand over intake details from involve.me, but manual handoffs cause missed project requirements, so jobs stall before they start — with this integration, every submission populates ServiceM8 with complete project data.
📋
Business Owners
You need a reliable history of all customer interactions and keep finding gaps between form submissions and job records, so tracking business growth is difficult — automating both apps means every submission and job is logged accurately without missing records.
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 involve.me + ServiceM8

Build and manage your involve.me + 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 involve.me + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect involve.me to ServiceM8?
Frequently Asked Questions
You can connect involve.me to ServiceM8 in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking tools like QuickBooks Online, Mailchimp, and Stripe.
Can I automatically create ServiceM8 jobs from involve.me responses?
Frequently Asked Questions
Can I connect involve.me, ServiceM8, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for involve.me and ServiceM8?
Frequently Asked Questions
How does involve.me data transfer into ServiceM8 jobs?
Frequently Asked Questions
How are client records updated in ServiceM8 from form submissions?
Frequently Asked Questions
Do I need coding skills to automate involve.me and ServiceM8?
Frequently Asked Questions
Is the involve.me and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect involve.me or ServiceM8 With 1500+ Other Apps

involve.me
Popular involve.me Integrations
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ServiceM8
Popular ServiceM8 Integrations
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