Kajabi + ServiceM8 Integration

Integrate Kajabi to ServiceM8 in one click, or tell Integrately AI how you want each purchase handled. Create clients, schedule jobs, send notifications, and keep your service records updated automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Kajabi
    Form submission is added in Kajabi Instant
  • Kajabi
    Offer is created in Kajabi
  • Kajabi
    Purchase is created in Kajabi Instant
  • Kajabi
    Site is created in Kajabi
  • Kajabi
    Tag is created in Kajabi
  • Kajabi
    Form is created in Kajabi
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is checked in 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 invoice is paid 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
    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
    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 Kajabi + ServiceM8 Integration

Create jobs, add new clients, schedule service appointments, and update records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Kajabi + ServiceM8 flow

Process payments, track invoices, alert your team, and log customer details across your connected tools. Pick a combination and activate it in one click.

Kajabi
ServiceM8
+
StripeStripe (8)
+
XeroXero (8)
+
GmailGmail (8)
+
TwilioTwilio (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
K
S
S
Create a client in ServiceM8 when a new Kajabi purchase is created, and create a customer in Stripe.
New Kajabi purchases instantly create clients in ServiceM8 and customers in Stripe, eliminating manual data entry.
K
S
S
When a Kajabi form is submitted, create a job in ServiceM8 and create an invoice in Stripe.
Form submissions in Kajabi automatically generate service jobs in ServiceM8 and invoices in Stripe.
S
K
S
When a ServiceM8 job is completed, update the client record and charge the payment method in Stripe.
Completed service jobs in ServiceM8 automatically trigger payment charges in Stripe and update client records.
K
S
S
Create a payment link in Stripe for every new Kajabi offer purchase, and create a job in ServiceM8.
New Kajabi offer purchases trigger ServiceM8 job creation and generate a payment link in Stripe.
K
S
S
If a Kajabi purchase includes a VIP tag, create a priority job in ServiceM8 and create an enterprise subscription in Stripe.
VIP Kajabi purchases trigger priority job creation in ServiceM8 and enterprise subscription billing in Stripe.
S
S
K
When a Stripe payment fails, update the client in ServiceM8 and log the failure details.
Failed payments in Stripe update client records in ServiceM8 so your team stays informed of billing issues.
K
S
S
Use ChatGPT to summarise every new Kajabi form submission, create a client in ServiceM8, and create a customer in Stripe.
ChatGPT summarises Kajabi form submissions before creating ServiceM8 clients and Stripe customer accounts.
K
S
S
S
When a Kajabi purchase is completed, create a ServiceM8 client, set up Stripe billing, and notify your Slack team.
Kajabi purchases trigger ServiceM8 client setup, Stripe customer creation, and an instant Slack team notification.

Supported triggers and actions for Kajabi and ServiceM8

Mix and match to build the exact automation you need

Kajabi
Kajabi Triggers & Actions
Instant
Form submission is added in Kajabi
Triggers the automation when a form is filled
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Offer is created in Kajabi
Triggers the automation when a new offer is added
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Instant
Purchase is created in Kajabi
Triggers the automation when a new purchase is created
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Site is created in Kajabi
Triggers the automation when a new site is created
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Tag is created in Kajabi
Triggers the automation when a tag is added
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Form is created in Kajabi
Triggers the automation when a new form is created
Try it →
No action is available
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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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 is checked in in ServiceM8
Triggers automation when a job is checked in
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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 note is added in ServiceM8
Triggers automation when a note is added to a job
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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 invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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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
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
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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
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
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 Kajabi + ServiceM8?

Streamline your digital sales and field service operations with robust automated workflows.

What you can automate?
🔄
Sync Kajabi purchases to ServiceM8 jobs
Automatically create a new client and service job in ServiceM8 the moment a customer completes a purchase on Kajabi. Eliminate manual data entry between your sales platform and field operations.
📝
Capture every form submission field
Map all custom questions and submitted details from your Kajabi lead magnets or intake forms straight into ServiceM8 job notes. Ensure your dispatch team has every detail before contacting the client.
📢
Alert your team instantly
Notify your dispatchers or field technicians in real time whenever a new client completes a purchase or submits an inquiry through your Kajabi site.
🔀
Route jobs based on submitted tags
Create priority jobs in ServiceM8 when specific tags or high-value offers are selected in Kajabi, routing VIP customers directly to senior staff.
🔄
Keep client records up to date
Automatically update existing client details in ServiceM8 whenever a customer updates their profile or completes a new transaction in Kajabi.
🔍
Prevent duplicate client entries
Search existing client records in ServiceM8 before creating new profiles, ensuring repeat customers from Kajabi are cleanly linked to their history.
Manage job status changes
Trigger follow-up actions in Kajabi when ServiceM8 jobs are completed, ensuring customer tags and membership access stay perfectly synchronised.
🔗
Extend workflows to Slack or Gmail
Connect your Kajabi and ServiceM8 core flow with Slack or Gmail to send automated customer confirmation emails and team notifications in one step.
And much more...

Who is Kajabi + ServiceM8 integration for?

Connecting Kajabi course sales with ServiceM8 field operations helps service businesses, instructors, and operations teams eliminate manual data entry and streamline client management.

Operations managers
Operations managers
Customer support leads
Customer support leads
Account executives
Account executives
Service coordinators
Service coordinators
Field technicians
Field technicians
Business owners
Business owners
📈
Operations managers
You're reviewing sales figures from Kajabi to schedule field staff in ServiceM8, but the purchase records only arrive when someone manually exports data, so the job counts you're planning against are always a few hours behind — with this integration, every new purchase lands in ServiceM8 instantly and your workflow stays current.
Customer support leads
You're monitoring customer inquiries submitted through Kajabi forms, but by the time you spot them and open a ticket in ServiceM8, the client has already followed up asking for updates — automating both apps means every form submission triggers a job in ServiceM8 immediately so your team responds without delay.
📊
Account executives
You're managing high-value clients who purchase coaching packages on Kajabi and expect immediate scheduling in ServiceM8, but manual coordination leaves gaps in service delivery — this integration means every new client is created in ServiceM8 the moment checkout completes and your service timeline stays on track.
⚙️
Service coordinators
You're handling dozens of course enrollments and digital product purchases on Kajabi that require dispatching technicians in ServiceM8, but the volume is too high for anyone to keep up by hand — automating both apps means every purchase creates a job ticket in ServiceM8 automatically without manual errors.
👷
Field technicians
You're waiting for office staff to hand over client details from Kajabi purchases before heading out to a job site in ServiceM8, but delays in data transfer leave you waiting — connecting these apps means client records and job details arrive in ServiceM8 the second checkout occurs so you can depart immediately.
🗂️
Business owners
You're trying to track customer lifecycles from Kajabi course signups to completed ServiceM8 jobs, but missing client entries in your database create blind spots in your reporting — this integration means every transaction and service record matches up perfectly across both platforms.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Kajabi + ServiceM8

Build and manage your Kajabi + 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 Kajabi + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Kajabi to ServiceM8?
Frequently Asked Questions
You can connect Kajabi to ServiceM8 in 1 click using ready-made workflows on Integrately. With support for Stripe, Xero, Gmail, Twilio, Slack, and Google Drive, plus Integrately AI, your automation is set up in minutes.
Can I automatically create ServiceM8 jobs when a Kajabi purchase is made?
Frequently Asked Questions
Can I connect Kajabi, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Kajabi and ServiceM8?
Frequently Asked Questions
How are form submissions handled between Kajabi and ServiceM8?
Frequently Asked Questions
How does ServiceM8 sync client details from Kajabi purchases?
Frequently Asked Questions
Do I need coding skills to automate Kajabi and ServiceM8?
Frequently Asked Questions
Is the Kajabi and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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?

You Can Also Connect Kajabi or ServiceM8 With 1500+ Other Apps

Kajabi
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ServiceM8
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Sync ServiceM8 with accounting software, dispatch boards, and scheduling tools to keep field operations running smoothly.
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