

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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Ready 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.
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.


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QuickBooks Online (4)
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Xero (4)
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Gmail (4)
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Stripe (4)
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Slack (4)
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Google Drive (4)
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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.
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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.
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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.
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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 Triggers & Actions
Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → 
ServiceM8 Triggers & Actions
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 → Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → 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.
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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.
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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.
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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.
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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
Field service managers
Client account managers
Administrative coordinators
Lead technicians
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.
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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.

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 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
Connect Process Street + 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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Process Street + ServiceM8 Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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Frequently Asked Questions
How do I connect Process Street to ServiceM8?
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?
Can I connect Process Street, ServiceM8, and Slack?
What is a good Zapier alternative for Process Street and ServiceM8?
How are Process Street workflow runs handled in this integration?
How does ServiceM8 job status data sync with Process Street?
Do I need coding skills to automate Process Street and ServiceM8?
Is the Process Street and ServiceM8 integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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