Microsoft Teams + ServiceM8 Integration

Integrate Microsoft Teams to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Post new job details to your team, alert staff when a quote is accepted, create jobs from chat messages, and keep your field service operations aligned automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • 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 video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Company is updated 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 added in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent 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 Teams + ServiceM8 Integration

Create jobs from chat messages, post updates when a new job is created, notify teams when a quote is accepted, log job completions, and trigger follow-up alerts, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Microsoft Teams + ServiceM8 flow

Connect accounting platforms, calendar schedules, payment gateways, and communication tools to extend your field management workflows. Pick a combination and activate it in one click.

Microsoft Teams
ServiceM8
+
XeroXero (8)
+
Google CalendarGoogle Calendar (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
StripeStripe (8)
+
TwilioTwilio (8)
+
GmailGmail (8)
S
X
M
Create a Xero invoice when a ServiceM8 job is completed, and notify your team in Microsoft Teams
Completed ServiceM8 jobs automatically generate an invoice in Xero while Microsoft Teams alerts your finance channel instantly.
X
M
S
Post a message in Microsoft Teams when a Xero payment is received, and update the job invoice in ServiceM8
Incoming Xero payments trigger a Microsoft Teams notification and update your ServiceM8 records without manual searching.
X
S
M
When a Xero invoice is paid, update the job status in ServiceM8 and post a confirmation in Microsoft Teams
Paid Xero invoices update your ServiceM8 job status and announce the successful transaction in Microsoft Teams.
S
X
M
Create a Xero contact when a new client is added in ServiceM8, and alert your admin channel in Microsoft Teams
New ServiceM8 clients are automatically created in Xero while Microsoft Teams notifies your administrative staff.
S
X
M
If a ServiceM8 job invoice amount exceeds your threshold, create a Xero invoice and alert your management channel in Microsoft Teams
High-value ServiceM8 jobs generate priority Xero invoices and trigger management alerts in Microsoft Teams.
X
M
S
When a Xero invoice becomes overdue, post a reminder in Microsoft Teams and retrieve client details from ServiceM8
Overdue Xero invoices trigger Microsoft Teams reminders and pull relevant client information from ServiceM8 for follow-up.
X
S
M
Use ChatGPT to summarise Xero financial notes, log the summary in ServiceM8, and notify your finance team on Microsoft Teams
ChatGPT summarises Xero financial notes before updating ServiceM8 records and alerting your Microsoft Teams finance channel.
S
X
S
M
Turn every completed ServiceM8 job into a Xero invoice, create a payment record in Stripe, and announce it in Microsoft Teams
Completed ServiceM8 jobs generate a Xero invoice, record a Stripe payment, and announce the sale in Microsoft Teams.

Supported triggers and actions for Microsoft Teams and ServiceM8

Mix and match to build the exact automation you need

Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Search user in Microsoft Teams
Searches for a user
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Get chat message in Microsoft Teams
Get chat message
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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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 photo is added in ServiceM8
Triggers automation when a photo is added to a job
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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 video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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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 is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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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 added in ServiceM8
Triggers automation when a badge is added to a job
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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 invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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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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Search client in ServiceM8
Searches client by name
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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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 Teams + ServiceM8?

Streamline your field service operations by automating communications, job creation, status updates, and client notifications.

What you can automate?
🔄
Sync Microsoft Teams messages with ServiceM8 jobs automatically
Turn incoming chat messages and channel posts into active ServiceM8 jobs without manual re-typing. Your office and field teams stay perfectly synchronized.
📝
Capture every submitted form and job detail
Map complete ServiceM8 form submissions and job notes directly into your Microsoft Teams channels instead of basic text alerts. Your team gets full context instantly.
📢
Alert the right staff member as soon as a job updates
Send instant Microsoft Teams notifications whenever a job status changes or a quote is accepted. Ensure your team responds to urgent client needs immediately.
🔀
Route tasks based on specific job criteria
Trigger different Microsoft Teams notification channels depending on the job type, priority level, or location submitted in ServiceM8. Ensure the right department handles each request.
⏱️
Keep job records up to date in real time
Automatically update ServiceM8 client profiles and job statuses whenever corresponding channel discussions or external actions occur. Eliminate outdated spreadsheets.
🛡️
Prevent duplicate records and clean up data
Automatically search existing client and company records before creating new entries in ServiceM8. Keep your database accurate and free of redundant clutter.
💳
Manage job invoicing and payment milestones
Trigger Microsoft Teams alerts and record updates when job invoices are sent, paid, or marked complete. Keep administrative and field staff aligned on revenue.
🔌
Extend your workflow to accounting and email tools
Connect your core Microsoft Teams and ServiceM8 setup with Gmail, QuickBooks Online, or Stripe to handle invoicing, client emails, and payments in one pipeline.
And much more...

Who is Microsoft Teams + ServiceM8 integration for?

Service business dispatchers, field supervisors, and office managers who waste hours manually coordinating updates between communication channels and field management software.

Operations analysts
Operations analysts
Field dispatchers
Field dispatchers
Account managers
Account managers
Customer support teams
Customer support teams
Field supervisors
Field supervisors
Office administrators
Office administrators
📈
Operations analysts
You're reviewing completion logs across multiple job statuses but your tracking sheet only updates when someone manually exports records, so the metrics you're reporting against are always a few hours behind — with this integration, every new job status lands in your reporting channel instantly and your data stays current.
Field dispatchers
You need to assign technicians the moment a customer inquiry arrives in chat, but finding out about new requests too late leaves clients waiting and crews standing idle — integrating these apps means every new chat message creates a tracked job record instantly and your team acts without delay.
📋
Account managers
You answer to commercial clients who expect real-time progress reports on ongoing field service jobs, but chasing technicians for updates wastes hours every day — automating both apps means every job completion status posts automatically to your client channel and stakeholders stay informed.
📞
Customer support teams
The volume of client inquiries and job requests is too high for anyone to keep up by hand, leading to missed messages and dropped follow-ups — with this integration, every client interaction flows straight into your management pipeline and nothing slips through the cracks.
👷
Field supervisors
You own the job execution stage and depend on office administrators to hand over client details before your crew departs, but communication gaps cause costly delays — connecting these apps means every job assignment lands in your team channel immediately and your crew hits the road on time.
🗂️
Office administrators
You need a reliable history of all client communications and job quotes, but manual copy-pasting keeps leaving frustrating gaps in your audit trail — this integration means every client record and quote update syncs automatically and your database remains complete.
Our team

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Why choose Integrately to automate Microsoft Teams + ServiceM8

Build and manage your Microsoft Teams + 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 Teams + 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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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Teams to ServiceM8?
Frequently Asked Questions
You can connect Microsoft Teams to ServiceM8 using 1-click automation templates and Integrately AI. With 1,500+ apps connected, setting up automated job alerts, client records, and team notifications takes just minutes.
What is the best way to sync ServiceM8 jobs with Microsoft Teams channels?
Frequently Asked Questions
Can I connect Microsoft Teams, ServiceM8, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Teams and ServiceM8?
Frequently Asked Questions
How do Microsoft Teams messages trigger automated actions in ServiceM8?
Frequently Asked Questions
How does ServiceM8 handle job status updates with Microsoft Teams?
Frequently Asked Questions
Can I set up Microsoft Teams and ServiceM8 workflows without coding?
Frequently Asked Questions
Is the Microsoft Teams and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Teams or ServiceM8 With 1500+ Other Apps

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