ServiceM8 + Signaturely Integration

Integrate ServiceM8 to Signaturely in one click, or tell Integrately AI how you want each job handled. Send signing requests, collect client approvals, update your job status, and keep your records current automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Signaturely
    Document is completed in Signaturely Instant
  • Signaturely
    Document is sent in Signaturely Instant
Arrow Right
2.
  • 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
  • Signaturely
    Create signing request in Signaturely
  • Signaturely
    Search document in Signaturely

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Ready WorkflowsReady Workflows   for ServiceM8 + Signaturely Integration

Send signing requests when quotes are accepted, update job statuses when documents are completed, notify your team, and log details, 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 ServiceM8 + Signaturely flow

Connect accounting, calendar, messaging, and support tools to keep every team aligned after documents are signed. Pick a combination and activate it in one click.

ServiceM8
Signaturely
+
ServiceM8ServiceM8 (4)
+
SignaturelySignaturely (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google CalendarGoogle Calendar (4)
+
TwilioTwilio (4)
+
GmailGmail (4)
+
AsanaAsana (4)
+
StripeStripe (4)
S
S
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When a job quote is accepted in ServiceM8, create a signing request in Signaturely and update the job status in ServiceM8.
Triggered by a ServiceM8 quote acceptance, Signaturely generates a signing request while ServiceM8 updates the job stage.
S
S
S
When a document is completed in Signaturely, search client in ServiceM8 and update the job record in ServiceM8.
Signed documents in Signaturely automatically prompt client lookups and record updates in ServiceM8.
S
S
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When a new client is added in ServiceM8, create a signing request in Signaturely and get job details by UUID in ServiceM8.
New ServiceM8 clients trigger contract signing requests in Signaturely alongside job data retrieval.
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S
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When a form is submitted in ServiceM8, create a signing request in Signaturely and search client in ServiceM8.
Form submissions in ServiceM8 initiate Signaturely signing requests and client verification.

Supported triggers and actions for ServiceM8 and Signaturely

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
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
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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
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
Try it →
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it →
Search client in ServiceM8
Searches client by name
Try it →
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
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Create a client in ServiceM8
Creates a new client record
Try it →
Signaturely
Signaturely Triggers & Actions
Instant
Document is completed in Signaturely
Triggers the automation when a particular document is completed
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Instant
Document is sent in Signaturely
Triggers the automation when a document is sent to the recipient
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Create signing request in Signaturely
Sends a new signing request
Try it →
Search document in Signaturely
Locates and retrieves document based on search criteria
Try it →

What can you automate with ServiceM8 + Signaturely?

Streamline your service management and document signing workflows from initial quote acceptance to final contract completion.

What you can automate?
✍️
Trigger signing requests when job quotes are accepted
Automatically send a Signaturely signing request the moment a job quote is accepted in ServiceM8. Eliminate manual data entry and start client agreements immediately.
📋
Capture every submitted field in your documents
Map customer details, job specifications, and custom form answers directly into your signing requests. Ensure every document reflects accurate client information.
🔔
Notify your team as documents are completed
Alert staff members instantly when clients finish signing agreements. Keep your field supervisors and office teams fully informed in real time.
🔀
Route workflows based on submitted quote details
Send different signing templates or trigger specific follow-up actions depending on the job type, quote amount, or client category submitted in ServiceM8.
🔄
Keep job records updated as signing progresses
Automatically update job statuses and client notes in ServiceM8 as documents move from sent to completed in Signaturely.
🔍
Search existing client records to avoid duplicates
Verify customer profiles before creating new signing requests or job entries. Maintain clean records across both platforms.
⏱️
Handle later status changes and final completions
Trigger downstream tasks, update invoices, or schedule calendar events the moment a document reaches completed status in Signaturely.
🔌
Extend your workflow to accounting and task apps
Connect QuickBooks Online, Asana, or Google Calendar to your ServiceM8 and Signaturely flow to automate invoicing and project setup.
And much more...

Who is ServiceM8 + Signaturely integration for?

Service businesses, field supervisors, and operations teams eliminate manual paperwork delays and streamline client approvals effortlessly with this connection.

Operations Directors
Operations Directors
Field Supervisors
Field Supervisors
Account Managers
Account Managers
Admin Coordinators
Admin Coordinators
Sales Representatives
Sales Representatives
Compliance Officers
Compliance Officers
📈
Operations Directors
You're reviewing completion metrics across service operations but your tracking sheets only update when someone manually exports records, so your pipeline reports are always hours behind — with this integration, every signed document updates your records instantly and your data stays current.
Field Supervisors
You need to dispatch field crews the moment client agreements are secured, but waiting on manual document handoffs leaves your teams standing idle — with this integration, every completed document triggers job updates instantly and your scheduling flows without friction.
🤝
Account Managers
You answer to clients who expect immediate confirmation when quotes are accepted and contracts are signed, but manual emailing slows down your communication — with this integration, every accepted quote triggers signing requests automatically and your clients receive prompt updates.
📊
Admin Coordinators
The volume of daily job quotes and client agreements is too high for your staff to keep up with by hand, leading to missed follow-ups and misplaced paperwork — with this integration, every submission processes automatically and your office workflow runs smoothly.
💼
Sales Representatives
You own the closing stage and depend on upstream quote approvals to initiate client agreements, but manual notification delays hold up contract dispatch — with this integration, every accepted quote triggers signing requests instantly and your deals progress without lag.
🗂️
Compliance Officers
You need a reliable history of all client agreements and job records, but manual recordkeeping keeps leaving audit gaps in your system — with this integration, every completed signing request logs data precisely and your audit trail remains complete.
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 ServiceM8 + Signaturely

Build and manage your ServiceM8 + Signaturely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ServiceM8 + Signaturely 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
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect ServiceM8 to Signaturely?
Frequently Asked Questions
You can connect ServiceM8 to Signaturely in 1-click using ready-made templates on Integrately. Choose your preferred trigger and action, authenticate your accounts, and let Integrately AI handle the setup.
Can I automatically create a signing request when a ServiceM8 quote is accepted?
Frequently Asked Questions
Can I connect ServiceM8, Signaturely, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Signaturely?
Frequently Asked Questions
How does ServiceM8 handle client data during document signing?
Frequently Asked Questions
Can Signaturely document completions update ServiceM8 jobs?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Signaturely?
Frequently Asked Questions
Is the ServiceM8 and Signaturely integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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Signaturely
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Sync Signaturely with document storage, CRM, and communication platforms to accelerate agreement workflows.