Phone.com + ServiceM8 Integration
Integrate Phone.com to ServiceM8 in one click, or tell Integrately AI how you want each client handled. Log calls, create clients, update job records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Call is created in Phone.com Instant- Call log record is created in Phone.com Instant
- SMS is sent in Phone.com Instant
- Call is completed in Phone.com Instant
- SMS is recived in Phone.com Instant
- Call recording is created in Phone.com Instant
Job status is changed in ServiceM8 Instant- Job video is added in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job quote is accepted 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 Contact in Phone.com
- Send SMS in Phone.com
- Search contact in Phone.com
- Update contact in Phone.com
- Get job client contact by company UUID in ServiceM8
- 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
- Create a job in ServiceM8
- Create a client in ServiceM8
Trusted by experts at...
Ready Workflows for Phone.com + ServiceM8 Integration
Capture calls, log records, create clients, and track job updates, 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 Phone.com + ServiceM8 flow
Sync your communication and service logs with accounting, email, and messaging tools to keep records updated across your stack. Pick a combination and activate it in one click.
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QuickBooks Online (8)
QuickBooks Online (8) +
Gmail (8)
Gmail (8) +
Google Calendar (8)
Google Calendar (8) +
Stripe (8)
Stripe (8) +
Slack (8)
Slack (8) +
Mailchimp (8)
Mailchimp (8) S
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When a new client is added in ServiceM8, create a customer in QuickBooks Online and update the contact in Phone.com
New ServiceM8 clients automatically generate a customer in QuickBooks Online and update contact details in Phone.com without manual data entry.
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When a call is created in Phone.com, create a client in ServiceM8 and send an invoice in QuickBooks Online
Phone.com calls instantly trigger a new ServiceM8 client and send a QuickBooks Online invoice, streamlining your intake process.
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When a job status is changed in ServiceM8, update the invoice in QuickBooks Online and send an SMS in Phone.com
ServiceM8 job updates automatically refresh QuickBooks Online invoices and send SMS notifications via Phone.com.
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When a new job is created in ServiceM8, create a QuickBooks Online estimate and search contact in Phone.com
New ServiceM8 jobs generate QuickBooks Online estimates while verifying contact details in Phone.com instantly.
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If a ServiceM8 job quote is accepted, create a QuickBooks Online customer and update contact in Phone.com
Accepted ServiceM8 job quotes automatically set up QuickBooks Online customers and update Phone.com contact information.
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When a Job invoice is paid in ServiceM8, update QuickBooks Online and send SMS in Phone.com
Paid ServiceM8 invoices update QuickBooks Online accounting records and trigger a confirmation SMS via Phone.com.
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Use ChatGPT to summarise a Phone.com call log, create a QuickBooks Online customer, and update the client in ServiceM8
ChatGPT analyses Phone.com call logs to generate customer profiles in QuickBooks Online and update ServiceM8 records.
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When a new client is added in ServiceM8, create a QuickBooks Online customer, search contact in Phone.com, and notify Slack
New ServiceM8 clients create QuickBooks Online customers, verify Phone.com contacts, and alert your team on Slack.
Supported triggers and actions for Phone.com and ServiceM8
Mix and match to build the exact automation you need
Phone.com 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 Phone.com + ServiceM8?
Connect your communication channels and field service operations to eliminate manual data entry and keep records synchronised.
📱
Log every Phone.com call in ServiceM8 automatically
Turn every completed Phone.com call into a tracked client record or job in ServiceM8 without manual data entry. Ensure every customer conversation is recorded where work happens.
📇
Capture every submitted client detail from calls
Map caller information and SMS messages directly into ServiceM8 client profiles. Keep your customer database complete with accurate contact numbers and interaction history.
🔔
Alert your team instantly when a job is created
Notify staff in Slack or via email the moment a new ServiceM8 job or Phone.com call comes in. Dispatch field technicians faster with immediate context.
🔀
Route jobs differently based on submitted form fields
Send service requests to different workflows or team members depending on the specific information submitted in ServiceM8 forms or Phone.com texts.
🔄
Keep ServiceM8 job records updated as calls come in
Automatically update existing job notes and client details in ServiceM8 whenever a new call log or message is created in Phone.com.
🔍
Search and update existing contacts without duplicates
Look up existing client profiles in Phone.com or ServiceM8 before creating new entries, preventing duplicate records across your database.
💳
Track job status changes and invoice payments instantly
Trigger automated updates whenever a ServiceM8 job status changes or an invoice is paid, notifying your team and clients without delay.
📧
Extend your Phone.com and ServiceM8 flow to Slack
Connect your core automation flow to Slack or Gmail to notify stakeholders and send client follow-up messages automatically.
And much more...
Who is Phone.com + ServiceM8 integration for?
Service business owners, dispatch managers, and support teams who want to eliminate manual data entry between communication tools and field management software.
Performance analysts
Dispatch managers
Operations directors
Customer support leads
Field service technicians
Administrative assistants
📈
Performance analysts
You're tracking service calls and job completions across your business, but your reporting sheet only updates when someone manually exports records, so the metrics you review are always hours behind — with this integration, every new Phone.com call and ServiceM8 job update flows automatically into your system.
⚡
Dispatch managers
You need to dispatch field staff the moment a client request comes in, but manual notification delays leave technicians waiting — with this integration, every Phone.com call immediately triggers a ServiceM8 job creation so your team acts instantly.
📋
Operations directors
You report on service delivery and client status to stakeholders, but manual tracking leaves gaps in job histories — with this integration, every ServiceM8 job status change and Phone.com log is recorded accurately.
📞
Customer support leads
You handle high call volumes and need to keep client records current, but manual data entry causes missed details — with this integration, every Phone.com interaction instantly updates your ServiceM8 client database.
🛠️
Field service technicians
You depend on office staff to hand over job details and client numbers, but communication lags slow down your arrival — with this integration, every Phone.com call automatically populates your ServiceM8 job profile.
📑
Administrative assistants
You maintain business records and need a reliable history of all client communications, but manual logging leads to missing entries — with this integration, every Phone.com call and ServiceM8 client record stays complete.
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 Phone.com + ServiceM8
Build and manage your Phone.com + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Phone.com + 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 Phone.com + ServiceM8 Now 
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Frequently Asked Questions
How do I connect Phone.com to ServiceM8?
You can connect Phone.com to ServiceM8 using 1-click ready workflows or build custom flows with Integrately AI. With 1,500+ supported apps like QuickBooks Online, Gmail, and Slack, setting up your automation takes just minutes.
Can I automatically create a ServiceM8 client when a Phone.com call is completed?
Can I connect Phone.com, ServiceM8, and Slack?
What is a good Zapier alternative for Phone.com and ServiceM8?
How do Phone.com call logs sync with ServiceM8 records?
Can ServiceM8 job status changes trigger Phone.com actions?
How do I automate my Phone.com and ServiceM8 workflows without coding?
Is the Phone.com and ServiceM8 integration free?
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