

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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Ready 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.
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.


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Xero (8)
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QuickBooks Online (8)
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Mailchimp (8)
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Slack (8)
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Google Drive (8)
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Stripe (8)
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it → Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it → Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it → Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
Try it → Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it → Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it → 
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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
Field Dispatchers
Account Managers
Operations Coordinators
Service Technicians
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.
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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.
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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.
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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.
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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.
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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.

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 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
Connect Microsoft Office 365 + 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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Automation is ready
Connect Microsoft Office 365 + ServiceM8 Now 
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Frequently Asked Questions
How do I connect Microsoft Office 365 to ServiceM8?
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?
Can I connect Microsoft Office 365, ServiceM8, and Slack?
What is a good Zapier alternative for Microsoft Office 365 and ServiceM8?
How do contact updates in Microsoft Office 365 handle existing ServiceM8 records?
Can ServiceM8 job status changes update Microsoft Office 365 contacts?
Do I need coding skills to automate Microsoft Office 365 and ServiceM8?
Is the Microsoft Office 365 and ServiceM8 integration free?
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