

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.
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Ready 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.
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.


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QuickBooks Online (4)
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Gmail (3)
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Slack (3)
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Google Calendar (3)
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Twilio (3)
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Xero (3)
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O
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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
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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.
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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.
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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 Triggers & Actions
Assignee is added to task in Ora
Triggers the automation when any task is assigned to someone
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 Ora + ServiceM8?
Streamline your field service management and team command center with powerful automated workflows.
📋
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
Service Dispatchers
Account Managers
Customer Support Leads
Field Technicians
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.

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
Connect Ora + 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
2
Connect Accounts
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Automation is ready
Connect Ora + ServiceM8 Now 
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Frequently Asked Questions
How do I connect Ora to ServiceM8?
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?
Can I connect Ora, ServiceM8, and Slack?
What is a good Zapier alternative for Ora and ServiceM8?
How does Ora handle new task data in this integration?
Can ServiceM8 trigger updates when job statuses change?
Do I need coding skills to automate Ora and ServiceM8?
Is the Ora and ServiceM8 integration free?
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.
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