Monday.com + ServiceM8 Integration

Integrate Monday.com to ServiceM8 in one click, or tell Integrately AI how you want each item handled. Create jobs, sync client details, update board columns, and track progress automatically.

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1.
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off 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
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal 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
Arrow Right
2.
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows   for Monday.com + ServiceM8 Integration

Create jobs from new items, sync client information, update status changes, alert your team, and track project execution, 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 Monday.com + ServiceM8 flow

Send invoices, notify teams, store documents, and track payments across your stack once your core pair completes. Pick a combination and activate it in one click.

Monday.com
ServiceM8
+
XeroXero (5)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
StripeStripe (3)
M
S
X
When an item is created in Monday.com, create a job in ServiceM8 and generate a draft invoice in Xero.
New Monday.com items instantly create ServiceM8 jobs and draft Xero invoices without manual data entry.
S
M
X
When a ServiceM8 job invoice is sent, update the Monday.com item and record the payment in Xero.
Keep your Monday.com board updated and Xero records accurate the moment a ServiceM8 invoice goes out.
S
M
X
When a ServiceM8 job is completed, update the matching Monday.com item and create a paid invoice in Xero.
Mark Monday.com items complete and issue paid Xero invoices automatically when ServiceM8 jobs finish.
S
M
X
Use ChatGPT to summarise every new ServiceM8 job note, create a Monday.com item, and record an expense in Xero.
ChatGPT extracts job notes into Monday.com items while Xero logs related expenses automatically.
S
M
X
When a ServiceM8 job is queued, create a Monday.com item, generate a Xero invoice, and post an alert in Slack.
Queued ServiceM8 jobs instantly spawn Monday.com items, Xero invoices, and Slack team alerts.

Supported triggers and actions for Monday.com and ServiceM8

Mix and match to build the exact automation you need

Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
Try it →
Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
Try it →
Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
Try it →
Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
Try it →
Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
Try it →
Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
Try it →
Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
Try it →
Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
Try it →
Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
Try it →
Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
Try it →
Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
Try it →
Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
Try it →
Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
Try it →
Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
Try it →
Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
Try it →
Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
Try it →
Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
Try it →
Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Move item to group in Monday.com
Try it →
Create item in Monday.com
Generates a new item
Try it →
Get subitem by id in Monday.com
Try it →
Search multiple items in Monday.com
Locates and retrieves items information
Try it →
Update group in Monday.com
Try it →
Move item to board in Monday.com
Try it →
Search item in Monday.com
Locates and retrieves particular item information
Try it →
Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
Try it →
Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
Try it →
Create column in Monday.com
Adds a new column to a dataset or spreadsheet
Try it →
Upload file to specific item in Monday.com
Uploads a file to a item within a system
Try it →
Create board in Monday.com
Generates a new board
Try it →
Archive board in Monday.com
Archive board to store historical data
Try it →
Create group in Monday.com
Creates a new group based on particular criteria
Try it →
Duplicate group in Monday.com
Creates a copy of an existing group
Try it →
Delete group in Monday.com
Removes a particular group from the system
Try it →
Archive group in Monday.com
Archives a particular group for future reference
Try it →
Add user to board in Monday.com
Adds a user to a board
Try it →
Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
Try it →
Create workspace in Monday.com
Creates a new workspace
Try it →
Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
Try it →
Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it →
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
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 removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
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
Try it →
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Search client in ServiceM8
Searches client by name
Try it →
Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
Try it →
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it →
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 Monday.com + ServiceM8?

Connect your project planning and field management to run operations without manual handoffs.

What you can automate?
🔄
Create jobs from new board items
Automatically generate a new ServiceM8 job whenever an item is created in your Monday.com board. Eliminate manual re-typing and start field work faster.
📝
Capture every submitted field
Map complete client details, descriptions, and custom column values from Monday.com directly into ServiceM8 job records. Your field team receives complete information.
🔔
Alert your team instantly
Notify staff in Slack or via email the moment a new job is queued or completed. Keep office and field personnel aligned in real time.
🔀
Route tasks based on job type
Perform different actions depending on the specific service category or priority submitted in your Monday.com board. Direct work to the right team automatically.
📊
Keep project boards up to date
Update Monday.com item statuses automatically when ServiceM8 jobs change stages. Maintain an accurate overview of active operations.
🔍
Search and update existing clients
Search for existing client records in ServiceM8 before creating new entries. Prevent duplicate accounts and maintain clean customer databases.
💳
Handle later billing milestones
Update your Monday.com tracking items when ServiceM8 job invoices are paid or quotes are accepted. Connect operations directly to revenue.
☁️
Extend your workflow to Google Drive
Automatically upload ServiceM8 job photos and completion forms into organized Google Drive folders while updating your Monday.com board.
And much more...

Who is Monday.com + ServiceM8 integration for?

Operations teams, field managers, and project coordinators connect Monday.com and ServiceM8 to eliminate manual data entry, streamline job dispatching, and keep project tracking accurate.

Operations Directors
Operations Directors
Dispatch Managers
Dispatch Managers
Account Managers
Account Managers
Project Coordinators
Project Coordinators
Field Supervisors
Field Supervisors
Compliance Officers
Compliance Officers
📈
Operations Directors
You report on project velocity and field revenue but your board numbers are always stale because updates require manual entry — with this integration, every completed service job updates your Monday.com reports instantly and your metrics stay current.
Dispatch Managers
You need to dispatch field technicians fast when new work arrives, but you find out about client requests too late through delayed emails — with this integration, every new Monday.com item creates a ServiceM8 job automatically and your team responds immediately.
🤝
Account Managers
You answer to clients who want constant updates on job progress, but compiling status reports takes hours of cross-checking — with this integration, every ServiceM8 job status change updates your Monday.com board and your client communication remains transparent.
📋
Project Coordinators
The volume of incoming client requests is too high for anyone to keep up by hand across multiple management tools — with this integration, every client submission flows directly into your Monday.com board and your administrative backlog disappears.
🔧
Field Supervisors
You own the execution phase and depend on office staff to hand over job details correctly without missing requirements — with this integration, every item created in Monday.com establishes a complete ServiceM8 job record and field teams get accurate specs.
🗂️
Compliance Officers
You need a reliable audit history of every completed job and keep finding gaps between project boards and field records — with this integration, every ServiceM8 form submission and job milestone logs securely into Monday.com without missing entries.
Our team

Ready Workflows 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 Monday.com + ServiceM8

Build and manage your Monday.com + 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 Monday.com + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Monday.com to ServiceM8?
Frequently Asked Questions
You can connect Monday.com to ServiceM8 in 1 click using Integrately. Choose from 20 million+ templates or ask Integrately AI to build your custom workflow across apps like Xero, Slack, and Gmail.
Can I create a ServiceM8 job automatically when a Monday.com item is created?
Frequently Asked Questions
Can I connect Monday.com, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Monday.com and ServiceM8?
Frequently Asked Questions
How does Monday.com handle data synchronization with ServiceM8?
Frequently Asked Questions
Can ServiceM8 trigger updates in Monday.com boards?
Frequently Asked Questions
Do I need coding skills to automate Monday.com and ServiceM8?
Frequently Asked Questions
Is the Monday.com and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Monday.com or ServiceM8 With 1500+ Other Apps

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Popular ServiceM8 Integrations
Sync ServiceM8 with accounting, invoicing, scheduling, and customer support platforms to keep field operations connected.
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