Pipefy + ServiceM8 Integration

Integrate Pipefy to ServiceM8 in one click, or tell Integrately AI how you want each card handled. Create jobs, sync card fields, update statuses, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
  • ServiceM8
    Job status is changed 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
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is checked out 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 badge is added in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created 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.
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy
  • 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 Pipefy + ServiceM8 Integration

Create jobs, update card fields, sync client details, alert team members, and track field operations, 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 Pipefy + ServiceM8 flow

Send follow-up emails, log records in cloud storage, and sync invoices across your financial stack once your core pair completes. Pick a combination and activate it in one click.

Pipefy
ServiceM8
+
GmailGmail (4)
+
Google DriveGoogle Drive (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
XeroXero (3)
+
StripeStripe (3)
+
SlackSlack (3)
P
S
G
When a new Pipefy card is created, create a job in ServiceM8 and send a confirmation email in Gmail
New Pipefy cards instantly generate a job in ServiceM8 and trigger a confirmation email via Gmail, keeping clients informed without manual typing.
S
P
G
When a ServiceM8 job status changes, update the Pipefy card field and send a notification email in Gmail
Keep stakeholders updated in Gmail and Pipefy when a ServiceM8 job status changes, removing manual status reporting.
P
S
G
When a Pipefy card is completed, fetch job details in ServiceM8 and send a summary report via Gmail
Completed Pipefy cards retrieve ServiceM8 job details and email a comprehensive summary via Gmail.
S
P
C
G
Use Claude to summarise ServiceM8 job notes, update the Pipefy card field, and email the brief in Gmail
Use Claude to condense ServiceM8 job notes, update Pipefy fields, and email the executive brief via Gmail.

Supported triggers and actions for Pipefy and ServiceM8

Mix and match to build the exact automation you need

Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Search client in ServiceM8
Searches client by name
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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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
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Pipefy + ServiceM8?

Streamline your entire service lifecycle by connecting Pipefy workflows directly to ServiceM8 job management.

What you can automate?
🔄
Create ServiceM8 jobs from Pipefy cards automatically
Eliminate manual data transfer between your workflow dashboard and field service management. Every new Pipefy card generates a corresponding ServiceM8 job instantly.
📋
Capture every submitted field and card detail
Map complete card field contents into your service records rather than just basic names. Ensure field workers have full context before arriving on site.
🔔
Alert the right team member as soon as work begins
Notify dispatchers and field staff instantly via messaging apps or email whenever new operations are triggered or updated.
🔀
Route jobs dynamically based on submitted card fields
Send urgent requests to priority queues while routing standard operations to regular schedules based on specific criteria within your source card.
🔄
Keep records up to date as job statuses change
Synchronize status changes bidirectionally so that progress in the field immediately reflects in your operational workflow board.
🔍
Search and update existing records to prevent duplicates
Check for existing client profiles and update active jobs instead of creating redundant entries in your database.
💳
Handle later lifecycle events like invoice payments
Trigger downstream accounting actions, card closures, and confirmation notices the moment an invoice is paid or a job is completed.
🌐
Extend your workflow to external productivity apps
Connect your core automation to Slack, Gmail, or cloud storage tools to share reports, archive attachments, and notify stakeholders.
And much more...

Who is Pipefy + ServiceM8 integration for?

Operations managers, field supervisors, and service coordinators streamline workflows by eliminating manual data entry between Pipefy workflows and ServiceM8 jobs.

Operations Managers
Operations Managers
Field Supervisors
Field Supervisors
Client Account Executives
Client Account Executives
Dispatch Coordinators
Dispatch Coordinators
Project Estimators
Project Estimators
Compliance Officers
Compliance Officers
📈
Operations Managers
You're reviewing operational metrics across multiple systems but your dashboard only updates when someone manually exports cards, so the workflow counts you're tracking against are always a few hours behind — with this integration, every new card triggers a job instantly and your operations stay current.
Field Supervisors
You need to dispatch field staff the moment project approvals arrive, but manual handoffs leave crews waiting for updates and clients wondering when help will reach them — with this integration, every task flows seamlessly into field schedules without manual oversight.
🤝
Client Account Executives
You answer to clients who want immediate visibility into service milestones, but cross-referencing notes between disparate platforms causes frustrating delays in client communication — with this integration, all status changes reflect immediately across your management layers.
📊
Dispatch Coordinators
The volume of daily service requests is too high for anyone to keep up by hand, leading to missed appointments and scheduling conflicts across teams — with this integration, every job is created and queued automatically without manual bottlenecking.
🔗
Project Estimators
You own the estimating step and depend on upstream teams to hand over complete requirements, but missing details stall your pricing pipeline — with this integration, all submitted fields pass directly from initial cards into service records.
📝
Compliance Officers
You need a reliable history of service logs and status changes, but find persistent gaps caused by manual logging errors — with this integration, every workflow event records accurately across your entire system history.
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 Pipefy + ServiceM8

Build and manage your Pipefy + 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 Pipefy + 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Pipefy to ServiceM8?
Frequently Asked Questions
You can connect Pipefy to ServiceM8 easily using 1-click automations and Integrately AI, linking your workflow operations with apps like Slack, Gmail, and QuickBooks Online.
Can I automatically create ServiceM8 jobs from new Pipefy cards?
Frequently Asked Questions
Can I connect Pipefy, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipefy and ServiceM8?
Frequently Asked Questions
How do Pipefy cards trigger updates in ServiceM8?
Frequently Asked Questions
Can ServiceM8 job status changes update Pipefy cards?
Frequently Asked Questions
Do I need coding skills to automate Pipefy and ServiceM8?
Frequently Asked Questions
Is the Pipefy and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Pipefy or ServiceM8 With 1500+ Other Apps

Pipefy
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ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with invoicing, customer support, scheduling, and communication tools to keep your field service data working everywhere.
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