PDF Generator API + ServiceM8 Integration

Integrate PDF Generator API to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Generate custom documents instantly, update records, and streamline paperwork without manual effort.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Staff has clocked on 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 video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job is checked out 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
    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 is updated 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
    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.
  • PDF Generator API
    Generate document in PDF Generator API
  • 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 PDF Generator API + ServiceM8 Integration

Generate documents, update client records, notify your team, and streamline paperwork, 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 PDF Generator API + ServiceM8 flow

Connect accounting, storage, marketing, and communication tools to extend your document generation workflow. Pick a combination and activate it in one click.

PDF Generator API
ServiceM8
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
TwilioTwilio (3)
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When a new job is created in ServiceM8, generate a document in PDF Generator API and create an invoice in Xero
New ServiceM8 jobs instantly trigger document generation in PDF Generator API and create a corresponding invoice in Xero.
S
P
X
When a job quote is accepted in ServiceM8, generate a document in PDF Generator API and create a bill in Xero
Accepted ServiceM8 quotes trigger document creation in PDF Generator API and automatically set up bills in Xero.
S
P
X
When a job invoice is paid in ServiceM8, generate a document in PDF Generator API and record payment in Xero
Paid invoices in ServiceM8 trigger document generation in PDF Generator API and record the payment in Xero.
S
P
X
When a job is completed in ServiceM8, generate a completion document in PDF Generator API and update the invoice in Xero
Completed ServiceM8 jobs trigger document generation in PDF Generator API and update invoice status in Xero.

Supported triggers and actions for PDF Generator API and ServiceM8

Mix and match to build the exact automation you need

PDF Generator API
PDF Generator API Triggers & Actions
No trigger is available
Generate document in PDF Generator API
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
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
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice 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 →
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 PDF Generator API + ServiceM8?

Streamline document creation, client updates, and record-keeping between ServiceM8 and PDF Generator API.

What you can automate?
📄
Generate custom PDFs from new jobs
Automatically create tailored work orders, quotes, or service reports in PDF Generator API the moment a new job is created in ServiceM8.
📋
Capture every submitted job detail
Map all available ServiceM8 job notes, client info, and custom form inputs directly into your PDF Generator API templates without missing data.
🔔
Alert your team instantly on updates
Trigger document creation and notify relevant staff members immediately when job quotes are accepted or statuses change.
🔀
Route documents based on job criteria
Generate different PDF layouts or trigger specific follow-up actions depending on the specific service category or client tier submitted in ServiceM8.
🔄
Keep document records up to date
Update existing PDF documents or generate new revisions automatically whenever job details or quote amounts change in ServiceM8.
👤
Create organized client records
Ensure every new client added in ServiceM8 immediately links to generated welcome documents and project files.
💳
Handle later job status changes
Automatically generate final invoices, receipts, or completion certificates when job invoices are paid or jobs are marked complete.
☁️
Extend flows to cloud storage
Connect your core pair with Google Drive to automatically save, organize, and back up every generated document in secure folders.
And much more...

Who is PDF Generator API + ServiceM8 integration for?

Field service businesses and operations teams eliminate manual paperwork, automated document creation, and duplicate data entry across their service management stack.

Operations managers
Operations managers
Field service coordinators
Field service coordinators
Client relations directors
Client relations directors
Business owners
Business owners
Billing specialists
Billing specialists
Administrative leads
Administrative leads
📈
Operations managers
You're tracking daily job metrics across multiple tools but your reporting sheets only update when someone manually exports records, so your operational numbers are always a few hours behind — with this integration, every new job triggers instant document creation and your workflow stays current.
Field service coordinators
You need to dispatch paperwork and work orders the moment a job starts, but manual document creation delays your crew on site — automating both apps means every job event instantly generates the right PDF paperwork so your team never waits around.
🤝
Client relations directors
Clients expect professional quotes and service reports immediately after approval, but manual formatting slows down your response time — connecting these apps means every accepted quote or completed job instantly generates polished PDFs for your clients.
📊
Business owners
Your service business handles high daily job volumes that make manual document generation and record-keeping impossible to sustain — with this integration, every client interaction and quote triggers automated paperwork without extra administrative overhead.
💼
Billing specialists
You depend on field staff to hand over job notes and completed forms before you can prepare invoices and customer billing documents — automating both apps means document generation happens the second a job state changes, keeping your billing cycle moving.
🗂️
Administrative leads
You need a reliable history of every quote, work order, and client document, but manual archiving always leaves gaps in your records — connecting these apps means every transaction generates and stores proper documentation automatically.
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 PDF Generator API + ServiceM8

Build and manage your PDF Generator API + 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 PDF Generator API + 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect PDF Generator API to ServiceM8?
Frequently Asked Questions
You can connect PDF Generator API to ServiceM8 instantly using 1-click ready workflows or ask Integrately AI to build your custom automation. It also connects seamlessly with Xero, QuickBooks Online, Google Drive, Mailchimp, Slack, and Twilio.
Can I automatically generate a PDF document when a new job is created in ServiceM8?
Frequently Asked Questions
Can I connect PDF Generator API, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for PDF Generator API and ServiceM8?
Frequently Asked Questions
How does PDF Generator API handle document creation with ServiceM8 data?
Frequently Asked Questions
Can I trigger document generation based on specific ServiceM8 job status updates?
Frequently Asked Questions
Do I need coding skills to automate PDF Generator API and ServiceM8?
Frequently Asked Questions
Is the PDF Generator API and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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