Process Street + ServiceM8 Integration

Integrate Process Street to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Create jobs, track client details, update your workflows, and notify your team automatically.

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1.
  • Process Street
    Task is ready in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Data Set record is updated in Process Street Instant
  • Process Street
    Data Set record is deleted in Process Street Instant
  • Process Street
    Workflow run is created in Process Street Instant
  • Process Street
    Workflow run is completed in Process Street Instant
  • Process Street
    Task is checked/unchecked in Process Street Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Job badge is added 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 photo is added in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job note is added 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.
  • Process Street
    Update Run workflow in Process Street
  • Process Street
    Assign User to Run Workflow in Process Street
  • Process Street
    Unassign User from Run Workflow in Process Street
  • Process Street
    List Run Workflow Assignees in Process Street
  • Process Street
    Search Run Workflows in Process Street
  • Process Street
    List Tasks in Process Street
  • Process Street
    Assign Task to User in Process Street
  • Process Street
    Unassign Task from User in Process Street
  • Process Street
    List Task Assignees in Process Street
  • Process Street
    List Run Workflow Approvals in Process Street
  • Process Street
    Approve or Reject Task in Process Street
  • Process Street
    Update Task in Process Street
  • Process Street
    List Comments in Process Street
  • Process Street
    Create Task Comment in Process Street
  • Process Street
    Update Comment in Process Street
  • Process Street
    Delete Comment in Process Street
  • Process Street
    Create Data Set Record in Process Street
  • Process Street
    Delete Data Set Record in Process Street
  • Process Street
    Run workflow in Process Street
  • ServiceM8
    Search client 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
    Get job details by UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows   for Process Street + ServiceM8 Integration

Create jobs from workflow runs, sync client details, update statuses, and notify your team, 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 Process Street + ServiceM8 flow

Connect accounting, communication, and storage tools to extend your core automation flow. Pick a combination and activate it in one click.

Process Street
ServiceM8
+
QuickBooks OnlineQuickBooks Online (4)
+
XeroXero (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
S
Q
P
Create a QuickBooks Online invoice for every completed ServiceM8 job, and update your Process Street workflow.
Every completed ServiceM8 job generates a QuickBooks Online invoice instantly, keeping your Process Street workflow updated without manual data entry.
P
Q
S
When a Process Street workflow run is completed, create a QuickBooks Online customer and schedule a ServiceM8 job.
New completed workflows in Process Street automatically generate customer records in QuickBooks Online and set up jobs in ServiceM8.
Q
S
P
If a QuickBooks Online payment is received, update the associated ServiceM8 job and advance your Process Street workflow.
Paid invoices in QuickBooks Online update your ServiceM8 job status and progress your Process Street workflow automatically.
S
Q
P
Create a QuickBooks Online customer for every new ServiceM8 client, and trigger a Process Street workflow run.
New clients added in ServiceM8 immediately create QuickBooks Online customer profiles and start Process Street workflows.

Supported triggers and actions for Process Street and ServiceM8

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
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Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
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Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
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Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
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Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
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Update Run workflow in Process Street
Update details of an existing run workflow.
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Assign User to Run Workflow in Process Street
Assign a user to a run workflow.
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Unassign User from Run Workflow in Process Street
Remove a user assignment from a run workflow.
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List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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List Tasks in Process Street
Retrieve tasks for a workflow or run workflow.
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Assign Task to User in Process Street
Assign a user to a task.
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Unassign Task from User in Process Street
Remove a user assignment from a task.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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Update Task in Process Street
Update task fields and status.
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List Comments in Process Street
Retrieve comments for a task or run workflow context.
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Create Task Comment in Process Street
Create a new comment on a task.
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Update Comment in Process Street
Update an existing comment.
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Delete Comment in Process Street
Delete an existing comment.
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Create Data Set Record in Process Street
Create a new record in a data set.
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Delete Data Set Record in Process Street
Delete a data set record by ID.
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Run workflow in Process Street
Runs a workflow
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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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 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 photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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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 quote is sent in ServiceM8
Triggers automation when a job quote is sent
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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 note is added in ServiceM8
Triggers automation when a note is added to a job
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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 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
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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Get job details by UUID in ServiceM8
Retrieve job 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
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What can you automate with Process Street + ServiceM8?

Connect your standard operating procedures and field service management to run your business without manual hand-offs.

What you can automate?
🔄
Trigger ServiceM8 jobs from completed workflows
Start new jobs in ServiceM8 the moment your team finishes a checklist in Process Street. Eliminate manual scheduling steps and speed up service delivery.
📋
Capture every submitted workflow detail
Map all custom data set records and task inputs from Process Street into your ServiceM8 job notes. Keep every critical detail accessible in the field.
📢
Alert your team instantly on status changes
Notify staff members in Slack or via Gmail the second a job is completed or a workflow run finishes. Keep everyone informed without chasing updates.
🔀
Route tasks based on submitted job data
Trigger different Process Street workflows depending on whether a ServiceM8 job quote is accepted or declined. Ensure your team takes the right next step.
🔄
Keep destinations updated as work progresses
Automatically update Process Street task statuses whenever job milestones change in ServiceM8. Maintain synchronized records across both tools.
👥
Create clients and avoid duplicate records
Automatically check for existing client records in ServiceM8 before generating new profiles from Process Street data. Prevent messy duplicate entries.
💳
Handle later payment and status events
Update job records and complete workflow tasks when invoices are paid in Stripe or QuickBooks Online. Keep financial milestones tied to operations.
📂
Extend your workflow to Google Drive
Automatically generate organized client folders in Google Drive and upload job photos the moment activity occurs in ServiceM8.
And much more...

Who is Process Street + ServiceM8 integration for?

Operations managers, field service coordinators, and business owners streamline their recurring workflows and job tracking to eliminate manual data entry gaps.

Operations directors
Operations directors
Field service managers
Field service managers
Client account managers
Client account managers
Administrative coordinators
Administrative coordinators
Lead technicians
Lead technicians
Quality assurance leads
Quality assurance leads
📈
Operations directors
You rely on recurring workflow data to evaluate team efficiency but your reports lag behind because completion tasks are logged manually in spreadsheets — with this integration, every completed Process Street run updates your ServiceM8 records instantly and your operational metrics stay accurate.
Field service managers
You need to dispatch field technicians immediately when internal procedures finish, but delays between checklist sign-off and job creation leave crews waiting — with this integration, finished Process Street workflows schedule ServiceM8 jobs instantly and your team moves without hesitation.
🤝
Client account managers
You answer to clients asking for real-time progress updates while your team scrambles to cross-reference multiple platforms for job statuses — with this integration, every ServiceM8 update reflects immediately across your workflows and your client communications stay transparent.
📊
Administrative coordinators
Your high-volume service business processes dozens of daily client requests and job sheets by hand, leading to missed entries and transcription errors — with this integration, every new client and job flows automatically between Process Street and ServiceM8 without manual keying.
🔧
Lead technicians
You depend on upstream office procedures and checklist sign-offs before arriving at a job site, but hand-offs frequently get stalled or overlooked — with this integration, every completed Process Street task triggers your ServiceM8 schedule so you always know what to tackle next.
🗂️
Quality assurance leads
You audit completed service jobs against standard operating procedures, but find missing checklist entries and incomplete histories in your logs — with this integration, every ServiceM8 job completion locks in matched Process Street records so your audit trail remains unbroken.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Process Street + ServiceM8

Build and manage your Process Street + 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 Process Street + 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
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2
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Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Process Street to ServiceM8?
Frequently Asked Questions
You can connect Process Street to ServiceM8 instantly using 1-click templates or Integrately AI. Pick a ready workflow, link your accounts, and sync your data with tools like QuickBooks Online, Slack, and Google Drive in minutes.
Can I automatically create ServiceM8 jobs when a Process Street workflow finishes?
Frequently Asked Questions
Can I connect Process Street, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Process Street and ServiceM8?
Frequently Asked Questions
How are Process Street workflow runs handled in this integration?
Frequently Asked Questions
How does ServiceM8 job status data sync with Process Street?
Frequently Asked Questions
Do I need coding skills to automate Process Street and ServiceM8?
Frequently Asked Questions
Is the Process Street and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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