Sendlio + ServiceM8 Integration

Integrate Sendlio to ServiceM8 in one click, or tell Integrately AI how you want each member handled. Sync your contacts, create jobs, log details, and notify your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Sendlio
    Member is created in Sendlio
  • ServiceM8
    Staff has clocked on 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 status is changed in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is checked in 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
    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.
  • Sendlio
    Create member in Sendlio
  • Sendlio
    Search member in Sendlio
  • 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 Sendlio + ServiceM8 Integration

Capture new members, create service jobs, log company details, update client records, 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 Sendlio + ServiceM8 flow

Sync customer records with accounting platforms, schedule meetings, track payments, and alert your team the moment actions occur. Pick a combination and activate it in one click.

Sendlio
ServiceM8
+
XeroXero (8)
+
Google CalendarGoogle Calendar (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
StripeStripe (8)
+
GmailGmail (8)
+
SlackSlack (8)
S
S
X
Add every new Sendlio member to ServiceM8 as a client, and create a contact in Xero.
New Sendlio members appear in ServiceM8 as clients and populate Xero contacts instantly, eliminating manual data entry across platforms.
S
S
X
When a new client is added in ServiceM8, create a member in Sendlio and generate an invoice in Xero.
ServiceM8 clients automatically sync to Sendlio and generate corresponding invoices in Xero without manual intervention.
S
S
X
When a job status is changed in ServiceM8, create a member in Sendlio and update the invoice in Xero.
Job status shifts in ServiceM8 update Sendlio member records and adjust Xero invoices automatically.
S
S
X
When a new job is created in ServiceM8, create a member in Sendlio and create a bill in Xero.
Every ServiceM8 job addition registers a Sendlio member and prepares financial tracking in Xero instantly.
S
S
X
When a member is created in Sendlio, if the submission is commercial, create a job in ServiceM8 and add a contact in Xero.
Commercial Sendlio members automatically generate priority ServiceM8 jobs and Xero contacts based on criteria rules.
S
S
X
When a job invoice is paid in ServiceM8, create a member in Sendlio and record the payment in Xero.
Paid ServiceM8 invoices register Sendlio members and finalize accounting records in Xero automatically.
S
S
X
Use ChatGPT to summarise every new job note added in ServiceM8, create a member in Sendlio, and log it in Xero.
ChatGPT processes ServiceM8 job notes, registers Sendlio members, and updates Xero records seamlessly.
S
S
X
A
When a new job is created in ServiceM8, create a Sendlio member, create a Xero contact, and create a task in Asana.
New ServiceM8 jobs trigger Sendlio member creation, Xero accounting entries, and Asana task assignment across teams.

Supported triggers and actions for Sendlio and ServiceM8

Mix and match to build the exact automation you need

Sendlio
Sendlio Triggers & Actions
Member is created in Sendlio
Triggers the automation when a new member is added
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Create member in Sendlio
Adds a new member to the system
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Search member in Sendlio
Searches for a member with
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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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 status is changed in ServiceM8
Triggers automation when a job status is changed
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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
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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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 checked in in ServiceM8
Triggers automation when a job is checked in
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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
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
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
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it →
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
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
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
Try it →
Create a job in ServiceM8
Creates a new job
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Sendlio + ServiceM8?

Streamline lead generation, field service scheduling, and client data synchronization across your business operations.

What you can automate?
🔄
Sync Sendlio members to ServiceM8 clients
Turn every new Sendlio member registration into an active ServiceM8 client profile instantly without manual data entry.
📋
Capture every submitted field accurately
Map all custom contact details and form answers from Sendlio directly into ServiceM8 job notes and client records.
🔔
Notify your team as soon as work begins
Send instant channel messages in Slack or emails in Gmail the moment a new ServiceM8 job is created or updated.
🔀
Route records based on submitted criteria
Evaluate incoming Sendlio member data to assign priority jobs or standard service tickets in ServiceM8 automatically.
📝
Keep destination records updated continuously
Reflect job status changes, notes, and quote acceptances across Sendlio and ServiceM8 in real time.
🔍
Search and update instead of creating duplicates
Check existing client records in ServiceM8 before creating new entries to maintain a clean database.
💳
Handle later status changes and invoice payments
Trigger automated follow-ups in Sendlio whenever ServiceM8 jobs are completed or invoices are paid.
🔌
Extend your workflow to accounting and collaboration tools
Connect your Sendlio and ServiceM8 flow to Xero, QuickBooks Online, Stripe, or Google Calendar effortlessly.
And much more...

Who is Sendlio + ServiceM8 integration for?

Operations managers, field dispatchers, and marketing teams automate lead intake, service scheduling, and customer data synchronization without manual data entry.

Performance marketers
Performance marketers
Field dispatchers
Field dispatchers
Account managers
Account managers
Operations leads
Operations leads
Project coordinators
Project coordinators
Support administrators
Support administrators
📈
Performance marketers
You're running outreach campaigns in Sendlio but your performance reports only update when someone manually exports data, so the conversion counts you're reviewing are always hours behind — with this integration, every new member record syncs instantly and your analytics stay current.
Field dispatchers
You need to dispatch technicians the moment inquiries arrive in Sendlio, but manual entry delays job creation in ServiceM8 — automating both apps means every Sendlio member becomes a ServiceM8 job instantly and your team dispatches without delay.
🤝
Account managers
You answer to clients who want immediate status updates on their service jobs, but fragmented records leave you guessing about project progress — connecting these apps means client profiles and job statuses stay perfectly aligned across your entire workflow.
📊
Operations leads
The volume of incoming leads and service requests is too high for your staff to keep up with by hand, leading to missed client follow-ups — this integration means every Sendlio member and ServiceM8 task flows automatically without manual data entry.
📋
Project coordinators
You own the job scheduling step in ServiceM8 and depend on upstream lead handoffs from Sendlio to begin planning — automating both apps means new member submissions convert into booked jobs instantly so your project queue never stalls.
🗂️
Support administrators
You need a reliable customer history in ServiceM8 and Sendlio, but manual copying keeps leaving gaps in your audit trails — connecting these apps means every client interaction and status change is logged accurately from start to finish.
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 Sendlio + ServiceM8

Build and manage your Sendlio + 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 Sendlio + 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Sendlio to ServiceM8?
Frequently Asked Questions
You can connect Sendlio to ServiceM8 in 1-click using Integrately. Choose from ready automation templates or ask Integrately AI to build your custom workflow alongside tools like Slack, Gmail, and Xero.
Can I automatically create a ServiceM8 client when a new member is created in Sendlio?
Frequently Asked Questions
Can I connect Sendlio, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Sendlio and ServiceM8?
Frequently Asked Questions
How does Sendlio handle new member data during synchronization?
Frequently Asked Questions
How does ServiceM8 manage job and client updates in workflows?
Frequently Asked Questions
Do I need coding skills to automate Sendlio and ServiceM8?
Frequently Asked Questions
Is the Sendlio and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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?

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

Sendlio
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ServiceM8
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Sync ServiceM8 with accounting, scheduling, and invoicing tools to keep field operations running smoothly.
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