Ora + ServiceM8 Integration

Integrate Ora to ServiceM8 in one click, or tell Integrately AI how you want each task handled. Create a service job, track customer details, notify your staff, and schedule follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Ora
    Task is created in Ora
  • Ora
    Assignee is added to task in Ora
  • Ora
    Comment is added to task in Ora
  • Ora
    Label is added to task in Ora
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is checked out 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 status is changed in ServiceM8 Instant
  • ServiceM8
    Job badge is removed 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 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.
  • Ora
    Create card in Ora
  • Ora
    Add member to card in Ora
  • Ora
    Create comment in Ora
  • Ora
    Create list in Ora
  • 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 Ora + ServiceM8 Integration

Create jobs, sync customer details, update task lists, log notes, and alert your staff, 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 Ora + ServiceM8 flow

Teams often need to notify technicians, send customer updates, and log invoices once service jobs are created. Pick a combination and activate it in one click.

Ora
ServiceM8
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (3)
+
SlackSlack (3)
+
Google CalendarGoogle Calendar (3)
+
TwilioTwilio (3)
+
XeroXero (3)
S
O
Q
Create a QuickBooks Online invoice for every new job created in ServiceM8 and add a card in Ora
New ServiceM8 jobs instantly generate cards in Ora and invoices in QuickBooks Online without manual data entry.
S
O
Q
When a job quote is accepted in ServiceM8, create a card in Ora and create an estimate in QuickBooks Online
Accepted ServiceM8 quotes immediately open project cards in Ora and estimates in QuickBooks Online.
S
O
Q
Create a customer in QuickBooks Online and a card in Ora whenever a new client is added in ServiceM8
New ServiceM8 clients automatically appear in QuickBooks Online and Ora for immediate tracking.
S
O
Q
When a job invoice is paid in ServiceM8, create a comment in Ora and record the payment in QuickBooks Online
Paid ServiceM8 invoices automatically update your Ora project card and log the payment in QuickBooks Online.

Supported triggers and actions for Ora and ServiceM8

Mix and match to build the exact automation you need

Ora
Ora Triggers & Actions
Task is created in Ora
Triggers the automation when a new task is created
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Assignee is added to task in Ora
Triggers the automation when any task is assigned to someone
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Comment is added to task in Ora
Triggers the automation when a comment is added to a task
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Label is added to task in Ora
Triggers the automation when any task is labelled
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Create card in Ora
Generates a new card for a task
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Add member to card in Ora
Assigns a team member to a task card
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Create comment in Ora
Generates a new comment
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Create list in Ora
Generates a new list
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to 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 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
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 status is changed in ServiceM8
Triggers automation when a job status is changed
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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
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 is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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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 is updated in ServiceM8
Triggers automation when a job is updated
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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
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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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
Try it →
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it →
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 Ora + ServiceM8?

Streamline your field service management and team command center with powerful automated workflows.

What you can automate?
📋
Instant Job Card Creation
Automatically generate a new project card in Ora the moment a new job is created in ServiceM8. Eliminate manual copying and start coordinating fieldwork instantly.
📝
Comprehensive Data Mapping
Capture every submitted field from your ServiceM8 forms and quotes into your Ora task descriptions. Ensure your team has complete context for every job.
🔔
Real-Time Team Alerts
Notify staff immediately when job statuses change or new quotes are accepted. Keep your entire workforce aligned on priorities and schedules.
🔀
Conditional Workflow Routing
Trigger different actions in Ora depending on specific job categories or quote values submitted in ServiceM8. Route high-value projects to senior team boards automatically.
🔄
Continuous Status Synchronization
Keep your project command center updated as service milestones progress. Reflect clock-on events and job notes across both platforms without manual tracking.
👤
Automated Client Synchronisation
Create client records and customer profiles across your project boards whenever new entries are added in your service platform. Prevent duplicate profiles.
💳
Payment and Invoice Tracking
Log invoice payments and quote acceptances directly onto your project cards. Keep financial milestones visible to project managers the moment they occur.
🌐
Extended Multi-App Pipelines
Connect Ora and ServiceM8 with Slack, Gmail, or QuickBooks Online to build cross-functional pipelines that notify finance, alert support, and update schedules.
And much more...

Who is Ora + ServiceM8 integration for?

Connecting Ora and ServiceM8 helps operations teams, service managers, and field staff streamline job tracking, eliminate manual data entry, and keep project workflows entirely synchronized.

Operations Directors
Operations Directors
Service Dispatchers
Service Dispatchers
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Field Technicians
Field Technicians
Project Coordinators
Project Coordinators
📈
Operations Directors
You review completion reports to plan team capacity, but your operational numbers are always delayed because field records require manual compilation — this integration means every completed job updates your board instantly and your metrics stay current.
Service Dispatchers
You need to assign technicians the moment bookings arrive, but notifications reach you too late through scattered channels — with this integration, every new job creates a tracking card immediately and your dispatch team reacts without delay.
🤝
Account Managers
You answer client inquiries about job progress, but your project boards and service logs are frequently out of sync — automating both apps means client status updates flow automatically and you always provide accurate answers.
📊
Customer Support Leads
The daily volume of service inquiries is too high for your team to keep records updated by hand across platforms — with this integration, every ticket and client addition synchronizes automatically without manual effort.
🔧
Field Technicians
You depend on office staff to hand over job details before starting onsite work, but handoffs often stall — connecting these apps means every job card is generated right when bookings occur so you can start tasks without waiting.
🗂️
Project Coordinators
You rely on complete historical records for auditing, but manual data entry leaves frequent gaps in your logs — this integration means every task and client record is captured accurately from day one.
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 Ora + ServiceM8

Build and manage your Ora + 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 Ora + 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
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3
Automation is ready
Setup an action from Trello
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in $19.99

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Frequently Asked Questions

How do I connect Ora to ServiceM8?
Frequently Asked Questions
You can connect Ora to ServiceM8 in 1 click using ready-made workflows on Integrately. Choose a pre-built template, link your accounts, and let Integrately AI handle complex field mapping across apps like Slack, Gmail, and QuickBooks Online.
Can I automatically create Ora cards when a new job is created in ServiceM8?
Frequently Asked Questions
Can I connect Ora, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Ora and ServiceM8?
Frequently Asked Questions
How does Ora handle new task data in this integration?
Frequently Asked Questions
Can ServiceM8 trigger updates when job statuses change?
Frequently Asked Questions
Do I need coding skills to automate Ora and ServiceM8?
Frequently Asked Questions
Is the Ora 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 Ora or ServiceM8 With 1500+ Other Apps

Ora
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ServiceM8
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