

Kartra + ServiceM8 Integration
Integrate Kartra to ServiceM8 in one click, or tell Integrately AI how you want each order handled. Create service jobs, update client records, alert your field staff, and trigger follow-ups automatically.
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Ready Workflows for Kartra + ServiceM8 Integration
Create jobs, update client records, notify your field staff, and trigger follow-ups, 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 Kartra + ServiceM8 flow
Send payment updates to accounting, alert your team on messaging apps, and schedule client follow-up meetings. Pick a combination and activate it in one click.


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QuickBooks Online (6)
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Stripe (6)
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Gmail (6)
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Slack (6)
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Google Calendar (6)
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Mailchimp (6)
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Create a QuickBooks Online invoice when a customer buys a product in Kartra, and create a job in ServiceM8.
Customer purchases in Kartra instantly generate an invoice in QuickBooks Online and a new job in ServiceM8, keeping accounting and field service perfectly aligned.
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When a new client is added in ServiceM8, create a customer in QuickBooks Online and assign a tag in Kartra.
New ServiceM8 clients automatically become QuickBooks Online customers and receive a designated tag in Kartra for targeted marketing.
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Q
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When a job invoice is paid in ServiceM8, update the invoice status in QuickBooks Online and update the lead in Kartra.
Paid invoices in ServiceM8 automatically update your financial records in QuickBooks Online and adjust lead status in Kartra.
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When an order is refunded in Kartra, create a refund receipt in QuickBooks Online and update the job in ServiceM8.
Kartra refunds automatically generate refund receipts in QuickBooks Online and update associated job records in ServiceM8.
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Q
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Use ChatGPT to categorize Kartra customer purchases, create a QuickBooks Online customer, and create a job in ServiceM8.
ChatGPT analyzes Kartra purchase data to categorize clients before creating QuickBooks Online records and ServiceM8 jobs.
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When a job is completed in ServiceM8, create a payment record in QuickBooks Online and remove a tag in Kartra.
Completed service jobs record payments in QuickBooks Online and clean up marketing tags in Kartra automatically.
Supported triggers and actions for Kartra and ServiceM8
Mix and match to build the exact automation you need

Kartra Triggers & Actions
Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
Try it → Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
Try it → Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
Try it → Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
Try it → Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
Try it → Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
Try it → Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
Try it → Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
Try it → Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
Try it → Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
Try it → Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
Try it → Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
Try it → Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
Try it → Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
Try it → Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
Try it → Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
Try it → Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
Try it → 
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → 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 → What can you automate with Kartra + ServiceM8?
Streamline your entire customer journey from store purchase to field service completion with powerful, automated workflows.
🛒
Create jobs from store purchases automatically
Turn every customer purchase in Kartra into a scheduled service job in ServiceM8 the second checkout completes. Eliminate manual data entry and start fulfilling orders immediately.
📝
Capture every submitted form field
Map all custom answers from Kartra form submissions directly into ServiceM8 client and job records. Ensure your field technicians have complete customer specifications before arriving on site.
🔔
Alert your team instantly on new orders
Notify dispatchers and field staff the moment a new customer buys a product or submits a form in Kartra. Keep your team aligned and responsive without checking multiple dashboards.
🔀
Route jobs based on submitted form answers
Send high-priority service requests to senior technicians in ServiceM8 while routing standard inquiries to junior staff based on Kartra form selections.
🔄
Keep job records and customer profiles synchronized
Automatically update ServiceM8 client details whenever customer information or preferences change in Kartra. Maintain a single source of truth across sales and operations.
🔍
Prevent duplicate records during creation
Search existing client databases in ServiceM8 before creating new entries from Kartra leads. Keep your customer lists clean and free of redundant profiles.
💳
Manage refunds and status updates seamlessly
Trigger job cancellations or status adjustments in ServiceM8 whenever an order is refunded or modified in Kartra. Keep operational records accurate and up to date.
💬
Extend workflows to team messaging channels
Send automated channel alerts in Slack whenever a Kartra lead completes a calendar booking and creates a new job in ServiceM8. Keep office and field teams fully synchronized.
And much more...
Who is Kartra + ServiceM8 integration for?
Service business owners, operations managers, and marketing teams scaling their client delivery rely on this integration to eliminate manual data entry and keep operations perfectly synchronized.
Marketing managers
Field service dispatchers
Client success directors
E-commerce store owners
Operations supervisors
Service administrators
📈
Marketing managers
You're capturing leads and orders in Kartra but your dispatch team only finds out after manual review, so your campaign reporting is always hours behind — with this integration, every new customer order creates a job instantly and your operations data stays current.
🚚
Field service dispatchers
You're relying on manual notifications when customers purchase services in Kartra, but details get delayed during busy hours and your team misses urgent dispatch windows — automating both apps means every new purchase creates a job in ServiceM8 the moment it happens.
🤝
Client success directors
You're managing client onboarding in Kartra while your service delivery runs in ServiceM8, but keeping stakeholders updated requires constant cross-checking across platforms — integrating these apps means client milestones automatically update job records and eliminate status gaps.
⚡
E-commerce store owners
You're processing high volumes of digital store purchases in Kartra, but copying order details into ServiceM8 by hand creates severe bottlenecks as sales increase — this integration means high-volume orders flow straight into your job management system without manual data entry.
📋
Operations supervisors
You're waiting for sales reps to manually hand over Kartra form submissions to the field team, but missed handovers stall job scheduling and frustrate technicians — connecting these apps means every form submission instantly triggers the correct job workflow.
🗂️
Service administrators
You're tracking customer interactions across Kartra marketing funnels and ServiceM8 job logs, but fragmented records leave blind spots in your customer history — automating both apps means every transaction and job update is reliably logged in one unified timeline.

Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Kartra + ServiceM8
Build and manage your Kartra + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Kartra + 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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Frequently Asked Questions
How do I connect Kartra to ServiceM8?
You can connect Kartra to ServiceM8 instantly using 1-click workflows on Integrately. With 42,000+ active users and 1,500+ integrations, you can use ready templates or ask Integrately AI to build the automation and map the fields for tools like QuickBooks Online, Stripe, and Slack.
What is the best way to sync Kartra customer purchases to ServiceM8 jobs?
Can I connect Kartra, ServiceM8, and Gmail?
What is a good Zapier alternative for Kartra and ServiceM8?
How are Kartra form submissions handled in ServiceM8?
Can ServiceM8 job status updates trigger Kartra actions?
Do I need coding skills to set up Kartra and ServiceM8 integration?
Is the Kartra and ServiceM8 integration free?
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