Microsoft Office 365 + ServiceM8 Integration

Integrate Microsoft Office 365 to ServiceM8 in one click, or tell Integrately AI how you want each contact handled. Create clients in ServiceM8, sync new records, update contact details, and keep your business data aligned automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received in Microsoft Office 365
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • 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
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Job photo is added 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 removed 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 sent in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is added 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.

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Ready WorkflowsReady Workflows   for Microsoft Office 365 + ServiceM8 Integration

Capture new contacts, create clients, sync job details, update records, and keep your teams aligned, 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 Microsoft Office 365 + ServiceM8 flow

Connect your accounting, marketing, and communication tools to extend your automation flow. Pick a combination and activate it in one click.

Microsoft Office 365
ServiceM8
+
XeroXero (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
Google DriveGoogle Drive (8)
+
StripeStripe (8)
M
S
X
Create a ServiceM8 client for every Microsoft Office 365 contact, and create a contact in Xero.
New Microsoft Office 365 contacts immediately become clients in ServiceM8 and contacts in Xero, removing manual data entry.
M
S
X
When an email is received in Microsoft Office 365, create a job in ServiceM8 and create an invoice in Xero.
Important client emails in Microsoft Office 365 automatically trigger a new job in ServiceM8 and a draft invoice in Xero.
S
M
X
When a Job status is changed in ServiceM8, update the contact in Microsoft Office 365 and update the invoice in Xero.
Job status updates in ServiceM8 instantly propagate changes to Microsoft Office 365 contacts and Xero invoices.
S
M
X
When a new client is added in ServiceM8, create a contact in Microsoft Office 365 and create a customer in Xero.
ServiceM8 client additions flow automatically into Microsoft Office 365 and Xero for complete database alignment.
S
X
M
If a job quote is accepted in ServiceM8, create an event in Microsoft Office 365 and create an invoice in Xero.
Accepted ServiceM8 quotes automatically schedule calendar events in Microsoft Office 365 and generate invoices in Xero.
S
M
X
When Job invoice is paid in ServiceM8, update contact details in Microsoft Office 365 and reconcile the payment in Xero.
Paid invoices in ServiceM8 update Microsoft Office 365 contact records and reconcile accounts in Xero automatically.
M
S
X
Use ChatGPT to evaluate whether new Microsoft Office 365 contacts match client criteria, and create a client in ServiceM8 and Xero.
ChatGPT analyses new Microsoft Office 365 contacts, creating qualified clients in ServiceM8 and Xero automatically.
S
M
X
Turn every Form is completed in ServiceM8 into a contact in Microsoft Office 365, create a project in Asana, and record it in Xero.
Completed ServiceM8 forms update Microsoft Office 365 contacts, create Asana projects, and set up Xero records.

Supported triggers and actions for Microsoft Office 365 and ServiceM8

Mix and match to build the exact automation you need

Microsoft Office 365
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
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Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
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Email is received in Microsoft Office 365
Triggers the automation when an email is received
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Email is created in Microsoft Office 365
Triggers the automation when a new email is created
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Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
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Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
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Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
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Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
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Retrieve Message Attachment in Microsoft Office 365
Retrieves an attachment from a message by its ID.
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Retrieve Event Attachment in Microsoft Office 365
Retrieves an attachment from an event by its ID.
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Send email in Microsoft Office 365
Sends an email to a recipient
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Create draft email in Microsoft Office 365
Adds a new contact to the contact list
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Create event in Microsoft Office 365
Adds a new contact to the contact list
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Create contact in Microsoft Office 365
Adds a new contact to the database
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Update contact in Microsoft Office 365
Updates contact information with new details
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Search contact in Microsoft Office 365
Finds and retrieves contact information
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ServiceM8
ServiceM8 Triggers & Actions
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 video is added in ServiceM8
Triggers automation when a video is added to a job
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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
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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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 note is added in ServiceM8
Triggers automation when a note is added to a job
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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
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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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
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Search client in ServiceM8
Searches client by name
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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
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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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 Microsoft Office 365 + ServiceM8?

Streamline your communication and field service operations by connecting Microsoft Office 365 and ServiceM8 for seamless data flow.

What you can automate?
🔄
Sync new Microsoft Office 365 contacts into ServiceM8 clients automatically
Every time a new contact is created in Microsoft Office 365, a corresponding client is established in ServiceM8 instantly. Eliminate manual data re-entry and keep your customer databases perfectly aligned.
📋
Capture every submitted field from client inquiries
Map all available contact details and custom fields from Microsoft Office 365 emails directly into ServiceM8 job records. Ensure your field workers receive complete project specifications every time.
🔔
Notify your team the moment a job status changes
Trigger instant alerts in Slack or via email whenever a ServiceM8 job status updates or a quote is accepted. Keep office and field teams coordinated without manual phone calls.
🔀
Route tasks differently based on submitted job criteria
Evaluate incoming client requests and execute different actions depending on specific field values. Send high-priority jobs directly to dispatch while logging standard inquiries.
📝
Keep destination records updated as job details evolve
Automatically update Microsoft Office 365 contact records and ServiceM8 client profiles whenever job details or project notes are modified. Prevent outdated information from causing errors.
🔍
Search and update existing records to prevent duplicates
Check for existing client entries in ServiceM8 before creating new records from Microsoft Office 365 contacts. Maintain a clean database free of duplicate entries.
💳
Handle later status changes like invoice payments and job completion
Automatically trigger follow-up tasks and update contact records when ServiceM8 job invoices are paid or jobs are completed. Streamline your post-service closing workflow.
🔗
Extend your automation flow to accounting and messaging apps
Connect your core Microsoft Office 365 and ServiceM8 workflow to Slack, Xero, or QuickBooks Online to automate invoicing and team notifications in a single multi-step pipeline.
And much more...

Who is Microsoft Office 365 + ServiceM8 integration for?

Connecting Microsoft Office 365 and ServiceM8 eliminates manual data entry between your communications and field service management operations, helping teams execute faster.

Business Analysts
Business Analysts
Field Dispatchers
Field Dispatchers
Account Managers
Account Managers
Operations Coordinators
Operations Coordinators
Service Technicians
Service Technicians
Administrative Leads
Administrative Leads
📈
Business Analysts
You're compiling operational performance reports from Microsoft Office 365 contacts and ServiceM8 jobs, but manual exports cause data delays so your dashboard numbers are always hours behind — this integration means every new client lands in your systems instantly and your metrics stay current.
Field Dispatchers
You need to dispatch field technicians as soon as client requests arrive in Microsoft Office 365, but manual job creation in ServiceM8 creates bottlenecks — automating both apps means every email inquiry generates a job instantly and your response times drop immediately.
🤝
Account Managers
You answer to clients who want immediate updates on their service job status, but tracking progress across Microsoft Office 365 and ServiceM8 by hand leads to communication gaps — connecting these apps means client records stay perfectly updated and status reports are always accurate.
📦
Operations Coordinators
The volume of daily job submissions and contact inquiries in Microsoft Office 365 is too high for your team to keep up with by hand, leading to missed client records — this integration means every submission flows into ServiceM8 automatically without manual transcription errors.
🔧
Service Technicians
You depend on office staff to hand over job details and contact info from Microsoft Office 365 before you can begin work in ServiceM8, resulting in costly scheduling delays — with this integration, job details and client records are handed over instantly the moment inquiries arrive.
🗂️
Administrative Leads
You need a reliable history of all client communications and job completions, but manual data transfers keep leaving gaps in your database — automating both apps means every contact and job status change is recorded completely without missing entries.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Microsoft Office 365 + ServiceM8

Build and manage your Microsoft Office 365 + 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 Microsoft Office 365 + 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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Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Office 365 to ServiceM8?
Frequently Asked Questions
You can connect Microsoft Office 365 to ServiceM8 in 1-click using Integrately. Choose from ready-made templates or ask Integrately AI to build the automation for your exact workflow with tools like Slack and Xero.
Can I automatically create a ServiceM8 client when a Microsoft Office 365 contact is added?
Frequently Asked Questions
Can I connect Microsoft Office 365, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Office 365 and ServiceM8?
Frequently Asked Questions
How do contact updates in Microsoft Office 365 handle existing ServiceM8 records?
Frequently Asked Questions
Can ServiceM8 job status changes update Microsoft Office 365 contacts?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Office 365 and ServiceM8?
Frequently Asked Questions
Is the Microsoft Office 365 and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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