

RingCentral + ServiceM8 Integration
Integrate RingCentral to ServiceM8 in one click, or tell Integrately AI how you want each call handled. Log call details, create jobs and clients, alert your team, and track every service update automatically.
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Ready Workflows for RingCentral + ServiceM8 Integration
Capture call details, create clients, update jobs, alert your team, and track service history, 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 RingCentral + ServiceM8 flow
Send call data to spreadsheets, log invoices in accounting tools, and notify your team on messaging apps. Pick a combination and activate it in one click.


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Google Sheets (4)
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QuickBooks Online (3)
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Gmail (3)
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Stripe (3)
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Slack (3)
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Trello (3)
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When a call is recorded in RingCentral, create a spreadsheet row in Google Sheets, and create a client in ServiceM8.
Every recorded RingCentral call logs a new row in Google Sheets and creates a client in ServiceM8 instantly, removing manual data entry.
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When New job is created in ServiceM8, log it in Google Sheets, and send an SMS in RingCentral.
New ServiceM8 jobs update your Google Sheets tracker automatically while sending a confirmation SMS via RingCentral.
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When Job is completed in ServiceM8, update the Google Sheets tracker and send an SMS in RingCentral.
Completed service jobs update your Google Sheets records and trigger a follow-up SMS through RingCentral.
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Use ChatGPT to analyse every new ServiceM8 job note, save the summary in Google Sheets, and send an SMS in RingCentral.
ChatGPT summarises incoming ServiceM8 job notes before logging them in Google Sheets and sending an alert via RingCentral.
Supported triggers and actions for RingCentral and ServiceM8
Mix and match to build the exact automation you need

RingCentral Triggers & Actions

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 RingCentral + ServiceM8?
Connect RingCentral and ServiceM8 to synchronise client communications, manage service jobs, and eliminate manual admin work.
📞
Turn recorded calls into service jobs automatically
Create a new client or job in ServiceM8 the moment a call is recorded or received in RingCentral. Eliminate manual data entry and start your workflow immediately.
📝
Capture every submitted form and job note
Synchronise detailed job notes and submitted forms across your communication and management platforms. Ensure no critical client requirement is ever missed.
⚡
Notify your team the second a job is booked
Send instant SMS messages via RingCentral or post team alerts whenever a new job is created in ServiceM8. Keep everyone informed in real time.
🔀
Route workflows based on submitted job data
Trigger different actions depending on job status changes, quote acceptances, or invoice payments. Tailor your automation flow to your exact business logic.
🔄
Keep your client records fully up to date
Automatically update contact information and job details across both apps as soon as changes occur. Maintain a single source of truth for your business.
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Prevent duplicate clients and records
Search existing user profiles and company records before creating new entries in ServiceM8 or RingCentral. Keep your database clean and organized.
💳
Handle later status changes and invoice payments
Trigger automated follow-ups, text receipts, or status updates when job invoices are paid or quotes are accepted. Streamline your revenue cycle.
📊
Extend your workflow to Google Sheets
Log every call, job update, and client record into a central Google Sheets spreadsheet for advanced reporting and analysis alongside your core apps.
And much more...
Who is RingCentral + ServiceM8 integration for?
Service business owners, field technicians, and operations managers use RingCentral and ServiceM8 to eliminate manual data entry and streamline client communications.
Operations managers
Field service dispatchers
Account managers
Business owners
Field technicians
Administrative staff
📈
Operations managers
You're trying to track communication logs and job statuses across separate apps but your team manually exports call records, so the metrics you're reviewing are always a few hours behind — integrating these apps means every new call and job updates your records instantly and your data stays current.
⚡
Field service dispatchers
You need to act fast when inbound calls arrive and dispatch technicians without delay, but finding client details across platforms takes too long — with this integration, every recorded call creates a client and job instantly so your team can respond in seconds.
🤝
Account managers
You answer to clients who expect immediate updates on job progress and invoice payments, but gathering status details manually is tedious — automating both apps means every completed job and payment notification triggers instant customer updates effortlessly.
📊
Business owners
The volume of inbound calls and service bookings is too high for your staff to keep up with by hand, leading to missed follow-ups — connecting these apps means every lead and job is captured and routed without manual intervention.
🔧
Field technicians
You rely on clear instructions and timely updates from the office before starting on-site work, but communication gaps often slow you down — automating both apps means every new job detail reaches your mobile workflow the moment it is booked.
📋
Administrative staff
You need a reliable history of all client interactions and job invoices, but keeping communication logs and management tools in sync leads to gaps — this integration means every call, message, and job status update is recorded accurately.

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 RingCentral + ServiceM8
Build and manage your RingCentral + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect RingCentral + 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 RingCentral + ServiceM8 Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect RingCentral to ServiceM8?
You can connect RingCentral to ServiceM8 in 1 click using ready workflows on Integrately, or use Integrately AI to build your integration with apps like Google Sheets, QuickBooks Online, and Slack.
Can I automatically create a ServiceM8 job when a RingCentral call is recorded?
Can I connect RingCentral, ServiceM8, and Google Sheets?
What is a good Zapier alternative for RingCentral and ServiceM8?
How does RingCentral handle call data in automations?
How does ServiceM8 track job updates across apps?
Can I automate RingCentral and ServiceM8 workflows without coding?
Is the RingCentral 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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