OneHash CRM + ServiceM8 Integration

Integrate OneHash CRM to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Create jobs, sync client details, update job statuses, and log invoices automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • OneHash CRM
    Lead is created in OneHash CRM
  • OneHash CRM
    Lead is updated in OneHash CRM
  • OneHash CRM
    Customer is updated in OneHash CRM
  • OneHash CRM
    Contact is updated in OneHash CRM
  • OneHash CRM
    Customer is created in OneHash CRM
  • OneHash CRM
    Contact is created in OneHash CRM
  • OneHash CRM
    Item is updated in OneHash CRM
  • OneHash CRM
    Item is created in OneHash CRM
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off 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
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created 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.
  • OneHash CRM
    Create customer in OneHash CRM
  • OneHash CRM
    Create contact in OneHash CRM
  • OneHash CRM
    Search contact in OneHash CRM
  • OneHash CRM
    Create lead in OneHash CRM
  • OneHash CRM
    Create quotation in OneHash CRM
  • OneHash CRM
    Create purchase invoice in OneHash CRM
  • OneHash CRM
    Create sales invoice in OneHash CRM
  • OneHash CRM
    Create item in OneHash CRM
  • OneHash CRM
    Create sales order in OneHash CRM
  • OneHash CRM
    Create purchase order in OneHash CRM
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for OneHash CRM + ServiceM8 Integration

Capture leads, create jobs, sync customer details, update job statuses, and log invoices, 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 OneHash CRM + ServiceM8 flow

Send follow-up emails, post team updates, and log payments across your stack once your core pair runs. Pick a combination and activate it in one click.

OneHash CRM
ServiceM8
+
GmailGmail (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
SlackSlack (8)
+
StripeStripe (8)
+
Google CalendarGoogle Calendar (8)
+
MailchimpMailchimp (8)
O
S
G
Create a ServiceM8 client when a OneHash CRM contact is created, and send a welcome email in Gmail
New OneHash CRM contacts automatically generate a ServiceM8 client and trigger a welcome email in Gmail.
S
O
G
Send a notification email in Gmail when a new job is created in ServiceM8 from OneHash CRM
Notify your team instantly via Gmail whenever a ServiceM8 job is generated from OneHash CRM data.
S
O
G
When a ServiceM8 job status changes, update the OneHash CRM lead and send a status update email in Gmail
Update OneHash CRM leads and notify clients in Gmail whenever a ServiceM8 job status shifts.
S
O
G
Create a draft email in Gmail for every OneHash CRM lead converted into a ServiceM8 job
Prepare custom follow-up drafts in Gmail automatically when OneHash CRM leads become ServiceM8 jobs.
O
S
G
If a OneHash CRM lead is enterprise level, create a ServiceM8 job and send a priority briefing email in Gmail
Route high-value OneHash CRM leads to ServiceM8 and alert managers via Gmail based on lead criteria.
S
O
G
When a ServiceM8 job is completed, send a review request email in Gmail and update OneHash CRM
Request customer feedback automatically in Gmail and update OneHash CRM when ServiceM8 jobs complete.
S
O
G
Use ChatGPT to summarize every incoming ServiceM8 job note, create a OneHash CRM activity, and email the brief via Gmail
Summarize field notes with ChatGPT, log them in OneHash CRM, and email the digest via Gmail.
S
O
G
When a new ServiceM8 client is added, create a OneHash CRM customer and send an onboarding email via Gmail
Onboard new ServiceM8 clients in OneHash CRM and send automated introductory emails in Gmail.

Supported triggers and actions for OneHash CRM and ServiceM8

Mix and match to build the exact automation you need

OneHash CRM
OneHash CRM Triggers & Actions
Lead is created in OneHash CRM
Triggers the automation when a new lead is created
Try it →
Lead is updated in OneHash CRM
Triggers the automation when the lead information is updated
Try it →
Customer is updated in OneHash CRM
Triggers the automation when customer details are updated
Try it →
Contact is updated in OneHash CRM
Triggers the automation when a contact is updated
Try it →
Customer is created in OneHash CRM
Triggers the automation when a new customer is created
Try it →
Contact is created in OneHash CRM
Triggers the automation when a new contact is created
Try it →
Item is updated in OneHash CRM
Triggers the automation when an item is modified
Try it →
Item is created in OneHash CRM
Triggers the automation when a new item is created
Try it →
Create customer in OneHash CRM
Adds a new customer to the database
Try it →
Create contact in OneHash CRM
Adds a new contact to the database
Try it →
Search contact in OneHash CRM
Finds and retrieves contact information
Try it →
Create lead in OneHash CRM
Generates new leads for potential customers
Try it →
Create quotation in OneHash CRM
Generates a new quotation with predefined details
Try it →
Create purchase invoice in OneHash CRM
Generates a purchase invoice for a sales transaction
Try it →
Create sales invoice in OneHash CRM
Generates a new sales invoice with pre-filled details
Try it →
Create item in OneHash CRM
Generates a new item
Try it →
Create sales order in OneHash CRM
Generates a new sales order with pre-filled details
Try it →
Create purchase order in OneHash CRM
Generates a purchase order for approved requests
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it →
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
Try it →
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it →
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
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 staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Search client in ServiceM8
Searches client by name
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 OneHash CRM + ServiceM8?

Streamline your entire customer lifecycle from initial lead capture in OneHash CRM to job completion and invoicing in ServiceM8.

What you can automate?
🔄
Sync leads into scheduled field jobs
Create a new job in ServiceM8 automatically the moment a lead is created or updated in OneHash CRM, eliminating manual scheduling.
📋
Capture every submitted custom field
Map all available OneHash CRM customer details and item updates straight into ServiceM8 client profiles without missing data.
🔔
Notify your team the moment work begins
Alert dispatchers and staff instantly in Slack or via email when job statuses change or new quotes are accepted in ServiceM8.
🔀
Route records based on submitted data
Create priority jobs in ServiceM8 or standard tasks in OneHash CRM depending on lead tiers, order values, or service types.
🔄
Keep destination records fully updated
Synchronize lead updates, customer modifications, and item changes across both platforms in real time as your team works.
🔍
Prevent duplicates with smart search
Search contacts in OneHash CRM and ServiceM8 before creating new records to ensure clean databases and zero duplicate entries.
💳
Handle later status changes and payments
Trigger automated workflows when job invoices are paid, quotes are accepted, or service appointments are completed.
🔌
Extend your workflow to trusted apps
Connect your OneHash CRM and ServiceM8 flow with Slack, Gmail, or QuickBooks Online to handle notifications, accounting, and follow-ups.
And much more...

Who is OneHash CRM + ServiceM8 integration for?

Operations managers, field technicians, and sales teams use this integration to keep customer records, job schedules, and invoicing seamlessly aligned without manual data entry.

Operations Managers
Operations Managers
Field Dispatchers
Field Dispatchers
Account Executives
Account Executives
Support Teams
Support Teams
Service Technicians
Service Technicians
Finance Administrators
Finance Administrators
📈
Operations Managers
You're overseeing multiple field schedules in ServiceM8 while tracking incoming customer records in OneHash CRM, but manual handoffs cause scheduling conflicts and missed follow-ups — this integration means every new customer record automatically triggers the correct job setup and keeps your operational metrics accurate.
Field Dispatchers
You need to dispatch technicians the moment a sales team closes a deal in OneHash CRM, but waiting for manual exports leaves your field staff idling — automating both apps means every approved lead creates a ServiceM8 job instantly so your team can deploy without delay.
🤝
Account Executives
You answer to clients who want immediate confirmation when quotations turn into active service jobs, but juggling separate tabs slows down your response times — with this integration, accepted quotes in ServiceM8 update your OneHash CRM pipeline and notify clients instantly.
📊
Support Teams
The volume of customer inquiries and job requests is too high for anyone to keep up by hand, resulting in delayed updates across your CRM and dispatch board — connecting these apps means every form submission and job note syncs automatically to prevent backlogs.
🔧
Service Technicians
You own the on-site work and depend on sales to hand over accurate customer history, but missing details in ServiceM8 lead to repeated client questions — automating both apps means complete contact histories and order details follow every job from OneHash CRM.
💼
Finance Administrators
You need a reliable financial history of completed jobs and invoices, but you keep finding discrepancies between your CRM sales orders and billing records — this integration means every paid invoice and sales order reconciles automatically across platforms.
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 OneHash CRM + ServiceM8

Build and manage your OneHash CRM + 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 OneHash CRM + 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect OneHash CRM to ServiceM8?
Frequently Asked Questions
You can connect OneHash CRM to ServiceM8 in just one click using ready-made templates on Integrately. Select your workflow, authenticate your accounts, and let Integrately AI handle the setup.
Can I automatically create a ServiceM8 job when a new OneHash CRM lead is created?
Frequently Asked Questions
Can I connect OneHash CRM, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for OneHash CRM and ServiceM8?
Frequently Asked Questions
How are OneHash CRM contacts and leads synchronized with ServiceM8?
Frequently Asked Questions
How does ServiceM8 handle job status updates with OneHash CRM?
Frequently Asked Questions
Do I need coding skills to automate OneHash CRM and ServiceM8?
Frequently Asked Questions
Is the OneHash CRM and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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 OneHash CRM or ServiceM8 With 1500+ Other Apps

OneHash CRM
Popular OneHash CRM Integrations
Connect OneHash CRM with leading CRMs, email marketing tools, and databases to manage your customer workflows efficiently.
ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with accounting software, scheduling tools, and support platforms to streamline your field service operations.
See All
ServiceM8 Integrations arrow right
No popular apps found