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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is checked in 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
    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.
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client 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 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.
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 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.

Kartra
ServiceM8
+
QuickBooks OnlineQuickBooks Online (6)
+
StripeStripe (6)
+
GmailGmail (6)
+
SlackSlack (6)
+
Google CalendarGoogle Calendar (6)
+
MailchimpMailchimp (6)
K
Q
S
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.
S
Q
K
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.
S
Q
K
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.
K
Q
S
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.
K
Q
S
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.
S
Q
K
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
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
Try it →
Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
Try it →
Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
Try it →
Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
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
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Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
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Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
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Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
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Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
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Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
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Instant
Lead clicks on page split test link in Kartra
Try it →
Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
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Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
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Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
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Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
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Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
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Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
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Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
Try it →
Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
Try it →
Create lead in Kartra
Generates new leads for potential customers
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Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
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Search lead by email in Kartra
Retrieves information for a particular lead using their email
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Unassign tag to lead in Kartra
Unassigns a tag from a lead
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Remove points from lead in Kartra
Deducts points from a lead
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Give points to lead in Kartra
Assigns points to the designated lead
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Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
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Get lead by ID in Kartra
Retrieves a lead's information based on their id
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Subscribe lead to list in Kartra
Subscribes a lead to a list
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Update lead in Kartra
Updates the lead information
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Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
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Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
Try it →
Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
Try it →
Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
Try it →
Create custom field in Kartra
Creates a new marketing campaign
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Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it →
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
Try it →
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it →
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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 →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Search client in ServiceM8
Searches client by name
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 Kartra + ServiceM8?

Streamline your entire customer journey from store purchase to field service completion with powerful, automated workflows.

What you can automate?
🛒
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
Marketing managers
Field service dispatchers
Field service dispatchers
Client success directors
Client success directors
E-commerce store owners
E-commerce store owners
Operations supervisors
Operations supervisors
Service administrators
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.
Our team

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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 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
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
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
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Frequently Asked Questions

How do I connect Kartra to ServiceM8?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Kartra, ServiceM8, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Kartra and ServiceM8?
Frequently Asked Questions
How are Kartra form submissions handled in ServiceM8?
Frequently Asked Questions
Can ServiceM8 job status updates trigger Kartra actions?
Frequently Asked Questions
Do I need coding skills to set up Kartra and ServiceM8 integration?
Frequently Asked Questions
Is the Kartra and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect Kartra or ServiceM8 With 1500+ Other Apps

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