

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.
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Ready 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.
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.


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Gmail (4)
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Google Drive (3)
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QuickBooks Online (3)
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Xero (3)
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Stripe (3)
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Slack (3)
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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.
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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.
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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.
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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 Triggers & Actions
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it → Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it → Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it → Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it → 
ServiceM8 Triggers & Actions
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → 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 → What can you automate with Pipefy + ServiceM8?
Streamline your entire service lifecycle by connecting Pipefy workflows directly to ServiceM8 job management.
🔄
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
Field Supervisors
Client Account Executives
Dispatch Coordinators
Project Estimators
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.

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
Connect Pipefy + 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
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Automation is ready
Connect Pipefy + ServiceM8 Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Pipefy to ServiceM8?
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?
Can I connect Pipefy, ServiceM8, and Slack?
What is a good Zapier alternative for Pipefy and ServiceM8?
How do Pipefy cards trigger updates in ServiceM8?
Can ServiceM8 job status changes update Pipefy cards?
Do I need coding skills to automate Pipefy and ServiceM8?
Is the Pipefy 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?
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