

Klipfolio + ServiceM8 Integration
Integrate Klipfolio to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Track job completions, update your performance dashboards, alert your team, and export key metrics automatically.
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Ready Workflows for Klipfolio + ServiceM8 Integration
Track job completions, update performance dashboards, log metrics, and share team insights, 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 Klipfolio + ServiceM8 flow
Sync your dashboards and service data with accounting, billing, and team communication tools. Pick a combination and activate it in one click.


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Xero (4)
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QuickBooks Online (4)
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Mailchimp (3)
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Slack (4)
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Google Sheets (4)
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Stripe (3)
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Create a Xero invoice for every completed ServiceM8 job and update your Klipfolio dashboard source
Completed ServiceM8 jobs automatically generate Xero invoices while updating your Klipfolio data source, keeping your billing and financial tracking perfectly aligned.
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When a Job invoice is paid in ServiceM8, record the payment in Xero and refresh your Klipfolio data source
Paid service invoices in ServiceM8 immediately update your Xero accounting records and refresh your Klipfolio metrics without manual intervention.
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Add every new client from ServiceM8 to Xero contacts and log them in your Klipfolio data source
New clients created in ServiceM8 are instantly added to your Xero contact list and logged in Klipfolio for immediate reporting.
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When a Job quote is accepted in ServiceM8, create a quote in Xero and update your Klipfolio pipeline source
Accepted ServiceM8 quotes immediately generate corresponding Xero quotes and update your Klipfolio sales pipeline dashboard.
Supported triggers and actions for Klipfolio and ServiceM8
Mix and match to build the exact automation you need

Klipfolio Triggers & Actions

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 Klipfolio + ServiceM8?
Turn routine field service updates into live dashboard metrics and automated records across your business.
📊
Sync completed jobs to your dashboards
Automatically send every completed ServiceM8 job straight into your Klipfolio data source. Eliminate manual data entry and keep your performance dashboards accurate.
📝
Capture every submitted field and form
Map available ServiceM8 form submissions and job notes directly into your Klipfolio data sources instead of copying information by hand.
🔔
Alert your team the moment work wraps up
Trigger instant Slack notifications whenever a job is completed or a client review is received, keeping your entire staff informed in real time.
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Route data based on submitted details
Handle high-value job quotes and standard service requests differently by routing them to separate reporting dashboards and team channels.
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Keep performance metrics up to date
Automatically refresh your Klipfolio data sources whenever job statuses change, ensuring your analytics always reflect current field activity.
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Add or update records without duplicates
Search existing client records in ServiceM8 before updating your Klipfolio sources, preventing duplicate entries and messy datasets.
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Handle later status changes and payments
Trigger automated dashboard updates when job invoices are paid, quotes are accepted, or customer reviews are received in ServiceM8.
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Extend your workflow to accounting tools
Connect your core Klipfolio and ServiceM8 flow to Xero or QuickBooks Online to generate invoices and update financial records automatically.
And much more...
Who is Klipfolio + ServiceM8 integration for?
Connecting Klipfolio and ServiceM8 helps operations teams, business owners, and managers turn raw field service data into clear dashboards and actionable insights without manual tracking.
Operations Directors
Field Dispatchers
Business Owners
Operations Managers
Finance Coordinators
Quality Assurance Leads
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Operations Directors
You're reviewing operational metrics in Klipfolio but your job status updates are logged manually at the end of the week, so the completion rates you're optimising against are always outdated — this integration means every completed job updates your dashboard source instantly and your KPIs stay current.
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Field Dispatchers
You need to act fast on accepted job quotes and paid invoices, but finding out about completed field work takes hours of manual checking — this integration means every quote acceptance triggers immediate updates across your tracking sheets and team alerts.
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Business Owners
You answer to clients who want to see real-time service progress, but compiling field stats from ServiceM8 into reporting views takes hours of copy-pasting — automating both apps means your executive dashboards reflect live job metrics without manual report building.
📋
Operations Managers
The volume of daily job submissions and client additions is too high for anyone to keep up by hand, leading to missing dashboard entries — connecting these apps means every new submission and client record populates your analytics sources automatically.
💰
Finance Coordinators
You own the billing workflow and depend on field staff to hand over completed job details before you can invoice clients — automating both apps means every paid invoice and completed job feeds your financial tracking sources the moment work finishes.
🗂️
Quality Assurance Leads
You need a reliable history of customer reviews and job notes, but keep finding gaps in your reporting records due to missed manual logs — this integration means every review and job note is logged into your analytics source without exception.

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 Klipfolio + ServiceM8
Build and manage your Klipfolio + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Klipfolio + 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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Select Automation
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Connect Accounts
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Automation is ready
Connect Klipfolio + ServiceM8 Now 
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Frequently Asked Questions
How do I connect Klipfolio to ServiceM8?
You can connect Klipfolio to ServiceM8 instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build the automation. It takes only minutes to set up your integration alongside tools like Slack, Google Sheets, and Xero.
Can I automatically sync completed ServiceM8 jobs to Klipfolio dashboards?
Can I connect Klipfolio, ServiceM8, and Slack?
What is a good Zapier alternative for Klipfolio and ServiceM8?
How are new clients handled between ServiceM8 and Klipfolio?
Can paid job invoices in ServiceM8 update my Klipfolio data?
Do I need coding skills to automate Klipfolio and ServiceM8?
Is the Klipfolio and ServiceM8 integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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