PerfexCRM + ServiceM8 Integration
Integrate PerfexCRM to ServiceM8 in one click, or tell Integrately AI how you want each client handled. Create customer records, sync new jobs, update tasks, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Job invoice is sent in ServiceM8 Instant- Job is queued in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
Create lead in PerfexCRM- Search lead in PerfexCRM
- Create customer in PerfexCRM
- Create ticket in PerfexCRM
- Search customer in PerfexCRM
- Update customer in PerfexCRM
- Create task in PerfexCRM
- Create contact in PerfexCRM
- Create invoice in PerfexCRM
- Search invoice in PerfexCRM
- Update task in PerfexCRM
- Search task in PerfexCRM
- Create project in PerfexCRM
- Search project in PerfexCRM
- Add staff in PerfexCRM
- Search ticket in PerfexCRM
- Search client in ServiceM8
- Get job details by UUID in ServiceM8
- Get staff by UUID in ServiceM8
- Get job client details by company UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
Trusted by experts at...
Ready Workflows for PerfexCRM + ServiceM8 Integration
Create customers, sync new jobs, update tasks, alert your team, and send follow-ups, 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 PerfexCRM + ServiceM8 flow
Connect accounting, invoicing, messaging, and calendar tools to extend your PerfexCRM and ServiceM8 automation pipeline. Pick a combination and activate it in one click.
+
QuickBooks Online (4)
QuickBooks Online (4) +
Xero (4)
Xero (4) +
Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Google Calendar (4)
Google Calendar (4) S
P
Q
Add every new ServiceM8 client to PerfexCRM and create a corresponding invoice in QuickBooks Online automatically
New ServiceM8 clients appear in PerfexCRM as new customers instantly and QuickBooks Online generates an invoice, so your financial records and CRM stay perfectly in sync.
S
P
Q
Create a PerfexCRM invoice when a ServiceM8 quote is accepted, and record it in QuickBooks Online
Accepted ServiceM8 quotes immediately trigger a PerfexCRM invoice and a QuickBooks Online record, removing manual invoicing delays.
S
P
Q
When a ServiceM8 job status changes, update the PerfexCRM task and create an invoice in QuickBooks Online
Job status updates in ServiceM8 automatically update your PerfexCRM tasks and generate invoices in QuickBooks Online without manual intervention.
S
P
Q
Create a PerfexCRM contact and a QuickBooks Online task when a new ServiceM8 job is created
New jobs in ServiceM8 instantly populate PerfexCRM contacts and QuickBooks Online tasks to keep administrative workflows moving.
Supported triggers and actions for PerfexCRM and ServiceM8
Mix and match to build the exact automation you need
PerfexCRM Triggers & Actions
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 PerfexCRM + ServiceM8?
Connect your field service operations and customer management into a seamless, automated workflow.
👥
Create customers from new jobs
Automatically generate a PerfexCRM customer profile whenever a new client is added or a job is created in ServiceM8.
📝
Capture every submitted field
Map all custom job notes, client contact numbers, and address details into PerfexCRM records without missing key data.
🔔
Notify your team instantly
Trigger team alerts in Slack or Gmail the moment job statuses change or quotes are accepted in the field.
🔀
Route tasks conditionally
Handle high-value commercial jobs differently than residential service calls based on submitted job criteria.
🔄
Keep records up to date
Synchronise ongoing job modifications and customer details across both platforms as work progresses.
🔍
Prevent duplicate records
Search existing customer databases before creating new entries to maintain a clean and organised CRM.
💰
Handle later status changes
Update customer accounts and trigger invoicing workflows automatically when jobs are completed or paid.
🔗
Extend flows to Slack
Send automated notifications to your team channel in Slack whenever a ServiceM8 job is marked complete.
And much more...
Who is PerfexCRM + ServiceM8 integration for?
Service business owners, managers, and administrative teams eliminate manual data entry, streamline client management, and keep financial records perfectly synchronised.
Operations managers
Customer support leads
Account managers
Administrative staff
Sales representatives
Finance teams
📈
Operations managers
You report on field performance and decide strategy from job metrics, but your tracking data is always stale — integrating these apps means every new job and customer record updates automatically so your reports reflect real-time operations.
🚨
Customer support leads
You need to act fast on client requests, and you find out too late about field updates — connecting these apps means tickets and customer details land in your system the moment job events happen.
📋
Account managers
You answer to clients who want to see project progress, but manual updates lag behind — automating both apps means project milestones and invoices stay visible to everyone without manual check-ins.
⚡
Administrative staff
The volume of daily service jobs is too high for anyone to keep up by hand — this integration means high-volume job updates and client creations run smoothly in the background.
🤝
Sales representatives
You own the sales pipeline and depend on field staff to hand over new leads — with this integration, new leads and quotes flow directly from field jobs into your sales pipeline instantly.
💼
Finance teams
You need a reliable history of transactions and keep finding gaps between field records and accounting — automating both apps means every invoice, payment, and customer record matches across systems without missing a transaction.
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 PerfexCRM + ServiceM8
Build and manage your PerfexCRM + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect PerfexCRM + 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect PerfexCRM + ServiceM8 Now 
In Just 1 Click!
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
Connect PerfexCRM + ServiceM8 Now
In Just 1 Click!
Frequently Asked Questions
How do I connect PerfexCRM to ServiceM8?
You can connect PerfexCRM to ServiceM8 instantly using 1-click automations on Integrately or ask Integrately AI to build the workflow for you. Select a ready template or connect your accounts alongside tools like QuickBooks Online, Slack, and Gmail.
Can I automatically create PerfexCRM customers from new ServiceM8 jobs?
Can I connect PerfexCRM, ServiceM8, and QuickBooks Online?
What is a good Zapier alternative for PerfexCRM and ServiceM8?
How does PerfexCRM handle incoming customer records from ServiceM8?
What ServiceM8 triggers can start my PerfexCRM automations?
Do I need coding skills to automate PerfexCRM and ServiceM8?
Is the PerfexCRM 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.
Want to automate something else in your workflow?
You Can Also Connect PerfexCRM or ServiceM8 With 1500+ Other Apps
Popular PerfexCRM Integrations
Connect PerfexCRM to CRMs, email tools, and messaging platforms to manage and follow up on your client relationships.
See All
PerfexCRM Integrations
PerfexCRM Integrations
No popular apps found
Popular ServiceM8 Integrations
Sync ServiceM8 with accounting, scheduling, and support tools to keep field operations connected across your stack.
See All
ServiceM8 Integrations
ServiceM8 Integrations
No popular apps found
