Microsoft To-Do + ServiceM8 Integration
Integrate Microsoft To-Do to ServiceM8 in one click, or tell Integrately AI how you want each task handled. Create jobs, update task lists, sync client details, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Microsoft To-Do- Task is completed in Microsoft To-Do
- Task is updated in Microsoft To-Do
- Task list is created in Microsoft To-Do
Job is checked in in ServiceM8 Instant- Job is queued in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Create task in Microsoft To-Do
- Complete task in Microsoft To-Do
- Update task in Microsoft To-Do
- Create task list in Microsoft To-Do
- Get task by id in Microsoft To-Do
- Delete task in Microsoft To-Do
- Search task in Microsoft To-Do
- Get staff by UUID in ServiceM8
- Get job details by UUID in ServiceM8
- Search client in ServiceM8
- Get job client details by company UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
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Ready Workflows for Microsoft To-Do + ServiceM8 Integration
Create jobs from new tasks, sync task lists, update client details, and track progress, 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 To-Do + ServiceM8 flow
Extend your task and job management with accounting, messaging, email, and storage tools. Pick a combination and activate it in one click.
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Xero (4)
Xero (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Google Drive (4)
Google Drive (4) +
Mailchimp (4)
Mailchimp (4) S
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Create a Xero invoice for every new ServiceM8 job invoice, and log the action as a task in Microsoft To-Do.
Job invoices created in ServiceM8 automatically generate matching Xero invoices while logging a task in Microsoft To-Do, eliminating manual financial data entry.
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When a ServiceM8 job invoice is paid, record the payment in Xero and complete the matching task in Microsoft To-Do.
Paid job invoices in ServiceM8 instantly mark Xero invoices as paid and complete the corresponding Microsoft To-Do task.
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Create a Xero contact when a new client is added in ServiceM8, and add a review task in Microsoft To-Do.
New ServiceM8 clients instantly appear in Xero as contacts while Microsoft To-Do creates a verification task for your team.
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Use Claude to extract billing notes from a ServiceM8 job description, create a Xero invoice, and add a Microsoft To-Do task.
Claude analyses ServiceM8 job details to draft precise Xero invoices while Microsoft To-Do logs the follow-up task.
Supported triggers and actions for Microsoft To-Do and ServiceM8
Mix and match to build the exact automation you need
Microsoft To-Do Triggers & Actions
Task list is created in Microsoft To-Do
Triggers the automation when a new task list is created
Try it → 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 Microsoft To-Do + ServiceM8?
Streamline your service workflows by connecting task creation, job updates, client records, and team notifications.
📝
Create jobs from new Microsoft To-Do tasks
Turn every task created in Microsoft To-Do into an active job in ServiceM8 automatically, ensuring nothing gets missed between planning and execution.
📋
Capture submitted forms and notes
Map submitted ServiceM8 forms and job notes directly into your workflow tasks so all critical details stay accessible.
🔔
Alert your team on job status changes
Notify your staff instantly whenever a ServiceM8 job status changes or a new task is completed, keeping everyone aligned.
🔀
Route tasks based on job details
Trigger different actions depending on whether a job quote is accepted or an invoice is paid, automating your operational logic.
🔄
Keep tasks and job records in sync
Update Microsoft To-Do tasks automatically whenever ServiceM8 jobs are updated, completed, or checked out by field staff.
🔍
Search and update without duplicates
Check existing client and task records before creating new entries in ServiceM8 or Microsoft To-Do to maintain clean data.
💳
Handle invoices and payment milestones
Automate task completion and record updates the moment a ServiceM8 job invoice is paid or sent to a client.
💬
Extend flows with messaging apps
Connect Microsoft To-Do and ServiceM8 with Slack to send automated notifications and keep your entire team informed.
And much more...
Who is Microsoft To-Do + ServiceM8 integration for?
Operations managers, service coordinators, and field teams depend on this integration to eliminate manual data entry between task planning and job management.
Operations managers
Service coordinators
Account managers
Field supervisors
Project planners
Business owners
📈
Operations managers
You're scheduling tasks in Microsoft To-Do while tracking active jobs in ServiceM8, but your reporting numbers are always out of sync because updates stay manual — this integration means every new job creates a task instantly and your operational reports stay accurate.
🚨
Service coordinators
You need to act fast when job statuses change, but your team finds out too late because notes stay trapped in one app — automating both apps means every status change alerts your crew immediately so response times drop.
📋
Account managers
You answer to clients who want to see job progress, but tracking details manually leads to missed updates — with this integration, every completed task and job status update reflects instantly for client reviews.
⚡
Field supervisors
The volume of service requests is too high for anyone to keep up by hand, leading to missed tasks — integrating these apps means every job creation flows into your task list automatically.
🔄
Project planners
You own the task setup and depend on field staff to hand over details, but handovers get delayed — connecting these apps means every clocked-on staff member triggers task updates without waiting.
🗂️
Business owners
You need a reliable history of tasks and jobs, but manual entry leaves audit gaps — this integration means every record matches perfectly across systems.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft To-Do + ServiceM8
Build and manage your Microsoft To-Do + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft To-Do + 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
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Frequently Asked Questions
How do I connect Microsoft To-Do to ServiceM8?
You can connect Microsoft To-Do to ServiceM8 in 1 click using ready-made templates on Integrately, or ask Integrately AI to build your workflow. It integrates smoothly with Slack, Gmail, and 1,500+ other apps.
Can I automatically create ServiceM8 jobs from Microsoft To-Do tasks?
Can I connect Microsoft To-Do, ServiceM8, and Slack?
What is a good Zapier alternative for Microsoft To-Do and ServiceM8?
How does Microsoft To-Do handle task creation during automation?
Can ServiceM8 trigger updates in Microsoft To-Do when job statuses change?
Do I need coding skills to automate Microsoft To-Do and ServiceM8?
Is the Microsoft To-Do and ServiceM8 integration free?
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