

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.
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Ready 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.
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.


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Xero (4)
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QuickBooks Online (3)
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Google Drive (3)
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Mailchimp (3)
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Slack (3)
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Twilio (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.
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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.
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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.
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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 Triggers & Actions

ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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.
📄
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
Field service coordinators
Client relations directors
Business owners
Billing specialists
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.

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
Connect PDF Generator API + 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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Automation is ready
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Frequently Asked Questions
How do I connect PDF Generator API to ServiceM8?
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?
Can I connect PDF Generator API, ServiceM8, and Slack?
What is a good Zapier alternative for PDF Generator API and ServiceM8?
How does PDF Generator API handle document creation with ServiceM8 data?
Can I trigger document generation based on specific ServiceM8 job status updates?
Do I need coding skills to automate PDF Generator API and ServiceM8?
Is the PDF Generator API and ServiceM8 integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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