OneDrive + ServiceM8 Integration

Integrate OneDrive to ServiceM8 in one click, or tell Integrately AI how you want each file handled. Save documents, create jobs, update client records, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • OneDrive
    File is created in OneDrive
  • OneDrive
    Folder is created in OneDrive
  • 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 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 off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is checked in 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 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
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is updated 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.
  • OneDrive
    Search folder by name in OneDrive
  • OneDrive
    Convert file to PDF in OneDrive
  • OneDrive
    Upload File in OneDrive
  • OneDrive
    Create text file in OneDrive
  • OneDrive
    Search file by name in OneDrive
  • OneDrive
    Create Folder in OneDrive
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job client contact 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 OneDrive + ServiceM8 Integration

Create jobs from files, organise folders, update client records, alert your team, and trigger follow-ups, 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 OneDrive + ServiceM8 flow

Connect invoicing, email, messaging, and communication tools to extend your file storage and service management workflow. Pick a combination and activate it in one click.

OneDrive
ServiceM8
+
QuickBooks OnlineQuickBooks Online (4)
+
XeroXero (4)
+
GmailGmail (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
SlackSlack (4)
+
TwilioTwilio (4)
S
Q
O
Create a QuickBooks Online invoice when a job is completed in ServiceM8, and save the document in OneDrive.
QuickBooks Online invoices are generated automatically when a job finishes in ServiceM8, and a copy is safely stored in OneDrive.
S
Q
O
Create a QuickBooks Online customer when a new client is added in ServiceM8, and create a dedicated folder in OneDrive.
New ServiceM8 clients automatically generate QuickBooks Online customer records and corresponding folders in OneDrive.
S
Q
O
When a job quote is accepted in ServiceM8, create an estimate in QuickBooks Online and upload project files to OneDrive.
Accepted ServiceM8 quotes instantly create estimates in QuickBooks Online while project documents are saved in OneDrive.
S
Q
O
When a form is completed in ServiceM8, create a QuickBooks Online sales receipt and save the submission in OneDrive.
Completed ServiceM8 forms trigger QuickBooks Online sales receipts and archive submission files in OneDrive.

Supported triggers and actions for OneDrive and ServiceM8

Mix and match to build the exact automation you need

OneDrive
OneDrive Triggers & Actions
File is created in OneDrive
Triggers the automation when a particular action in the workflow fails
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Folder is created in OneDrive
Triggers the automation when a new folder is created
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Search folder by name in OneDrive
Searches for a folder by its name
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Convert file to PDF in OneDrive
Convert any file format to a pdf document
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Upload File in OneDrive
Uploads a file to the particular location
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Create text file in OneDrive
Generates a new text file with particular content
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Search file by name in OneDrive
Find files based on their names
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Create Folder in OneDrive
Creates a new folder in the designated location
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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 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 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 quote is sent in ServiceM8
Triggers automation when a job quote is sent
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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
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 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
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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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
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 →
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it →
Get job client contact by company UUID in ServiceM8
Retrieve client contact 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 OneDrive + ServiceM8?

Streamline your service operations by connecting file storage and job management into a seamless automated workflow.

What you can automate?
📁
Create jobs and folders automatically
When a new folder or file is created in OneDrive, instantly set up corresponding jobs or client records in ServiceM8 without switching tabs.
📋
Capture all job details and attachments
Transfer complete project files, photos, and notes from OneDrive directly into your ServiceM8 job entries.
🔔
Alert your team instantly
Trigger notifications when job statuses change or new files are uploaded, ensuring everyone stays informed in real time.
🔀
Route workflows based on job status
Send completed jobs to archiving folders or trigger specific actions depending on whether a quote is accepted or rejected.
🔄
Keep records synchronized across platforms
Update client information and job statuses across both apps automatically whenever modifications occur.
Add or update records without duplicates
Match existing customer entries in ServiceM8 before creating new entries or files in OneDrive.
💳
Manage status changes like payments and completions
Automatically trigger file archiving and document generation when a job is marked completed or an invoice is paid.
🔌
Extend workflows with Slack and QuickBooks
Connect your core OneDrive and ServiceM8 setup with Slack or QuickBooks Online to notify teams or generate invoices instantly.
And much more...

Who is OneDrive + ServiceM8 integration for?

Connecting OneDrive and ServiceM8 helps field service businesses, managers, and administrative teams streamline job tracking, document management, and client communication without manual busywork.

Performance analysts
Performance analysts
Field service managers
Field service managers
Account managers
Account managers
Operations directors
Operations directors
Service dispatchers
Service dispatchers
Quality assurance leads
Quality assurance leads
📈
Performance analysts
You're storing reports in OneDrive but manually checking ServiceM8 figures, so your performance metrics are always a few hours behind — this integration means every job update syncs instantly and your dashboards stay current.
Field service managers
You're trying to track job completions in OneDrive while crews finish tasks in ServiceM8, so critical handoffs get delayed — automating both apps means every completed job triggers immediate documentation and your team stays aligned.
🤝
Account managers
You're creating client files in OneDrive after customer sign-offs in ServiceM8, so client records have missing information — connecting these apps means every new client automatically generates a structured folder with all necessary documents.
📈
Operations directors
You're managing high volumes of service tickets across ServiceM8 and storing receipts in OneDrive by hand, so administrative backlogs slow down invoicing — with this integration, document archiving happens automatically and processing times drop.
🛠️
Service dispatchers
You're updating job schedules in ServiceM8 and cross-referencing quote files in OneDrive manually, so scheduling conflicts slip through — automating both apps means job changes update files instantly and dispatch errors disappear.
📋
Quality assurance leads
You're reviewing job notes in ServiceM8 and archiving feedback forms in OneDrive separately, so audit trails often have gaps — this integration means every submission is logged securely and your historical records remain complete.
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 OneDrive + ServiceM8

Build and manage your OneDrive + 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 OneDrive + 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?

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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect OneDrive to ServiceM8?
Frequently Asked Questions
Connect OneDrive to ServiceM8 in one click using pre-built automation templates or build a custom workflow with Integrately AI. You can easily connect both apps along with QuickBooks Online, Slack, and Gmail without any coding.
Can I automatically create ServiceM8 jobs when files are uploaded to OneDrive?
Frequently Asked Questions
Can I connect OneDrive, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for OneDrive and ServiceM8?
Frequently Asked Questions
How does OneDrive handle file uploads in this integration?
Frequently Asked Questions
How does ServiceM8 manage client records during automation?
Frequently Asked Questions
Do I need coding skills to automate OneDrive and ServiceM8?
Frequently Asked Questions
Is the OneDrive and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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