ServiceM8 + Teachworks Integration

Integrate ServiceM8 to Teachworks in one click, or tell Integrately AI how you want each client handled. Sync client details, schedule lessons, create family profiles, and track payments instantly.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added 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 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
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
  • Teachworks
    Customer is created in Teachworks
  • Teachworks
    Lesson is created in Teachworks
  • Teachworks
    Event is created in Teachworks
  • Teachworks
    Payment is created in Teachworks
  • Teachworks
    Student is created in Teachworks
  • Teachworks
    Unavailability is created in Teachworks
  • Teachworks
    Employee is created in Teachworks
  • Teachworks
    Service is created in Teachworks
  • Teachworks
    Location is created in Teachworks
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
  • Teachworks
    Create child student in Teachworks
  • Teachworks
    Create family in Teachworks
  • Teachworks
    Create independent student in Teachworks
  • Teachworks
    Create employee in Teachworks
  • Teachworks
    Create/Schedule lesson in Teachworks
  • Teachworks
    Create payment in Teachworks
  • Teachworks
    Add student to lesson in Teachworks

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Ready WorkflowsReady Workflows   for ServiceM8 + Teachworks Integration

Add clients, create students, schedule lessons, and track payments, 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 + Teachworks flow

Sync scheduling, payment records, team notifications, and marketing updates across your entire stack. Pick a combination and activate it in one click.

ServiceM8
Teachworks
+
Google CalendarGoogle Calendar (4)
+
StripeStripe (3)
+
MailchimpMailchimp (3)
+
TwilioTwilio (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
S
T
G
When a new client is added in ServiceM8, create an independent student in Teachworks and schedule an event in Google Calendar
New ServiceM8 clients become Teachworks students instantly while adding a scheduled event directly to your Google Calendar.
T
S
G
When a lesson is created in Teachworks, create a job in ServiceM8 and add a calendar event in Google Calendar
Teachworks lessons automatically generate matching ServiceM8 jobs and update your Google Calendar without manual data entry.
T
S
G
When a payment is created in Teachworks, update the job in ServiceM8 and log the transaction in Google Calendar
Teachworks payments trigger status updates in ServiceM8 and add a confirmation event to your Google Calendar.
T
S
G
When a student is created in Teachworks, search client in ServiceM8 and update calendar availability in Google Calendar
New Teachworks students verify existing ServiceM8 client records and update your Google Calendar availability automatically.

Supported triggers and actions for ServiceM8 and Teachworks

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
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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
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
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 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
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
Try it →
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
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Create a client in ServiceM8
Creates a new client record
Try it →
Teachworks
Teachworks Triggers & Actions
Customer is created in Teachworks
Triggers the automation when a new customer is created
Try it →
Lesson is created in Teachworks
Triggers the automation when a new lesson is created
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Event is created in Teachworks
Triggers the automation when a new event is created
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Payment is created in Teachworks
Triggers the automation when a new payment is created
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Student is created in Teachworks
Triggers the automation when a new student is created
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Unavailability is created in Teachworks
Triggers the automation when an unavailability is created
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Employee is created in Teachworks
Triggers the automation when an engagement action is created or modified
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Service is created in Teachworks
Triggers the automation when a service is created
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Location is created in Teachworks
Triggers the automation when a new location is added
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Create child student in Teachworks
Generates a new student account associated with a parent or guardian account
Try it →
Create family in Teachworks
Generates a new family group with designated members
Try it →
Create independent student in Teachworks
Generates student profiles for independent learning tasks
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Create employee in Teachworks
Adds a new contact to the contact list
Try it →
Create/Schedule lesson in Teachworks
Generates a new lesson plan
Try it →
Create payment in Teachworks
Generates and process a payment transaction
Try it →
Add student to lesson in Teachworks
Adds student to lesson
Try it →

What can you automate with ServiceM8 + Teachworks?

Streamline your scheduling, student management, and billing processes with ready-to-run automation recipes.

What you can automate?
🔄
Sync new clients into student accounts
Automatically create a Teachworks student or family whenever a new client is added in ServiceM8. Eliminate manual data entry and keep your management systems perfectly aligned.
📋
Capture every submitted field and detail
Map available custom notes, contact numbers, and address details into separate database columns. Your records become a complete and searchable archive for staff.
📢
Alert your team instantly on messaging apps
Send instant notifications to your operations or sales channels the moment a new client registers or a lesson is booked. Keep your entire team informed without switching tabs.
🔀
Route records based on submitted criteria
Apply conditional rules to send VIP clients to specialized service workflows while standard registrations follow your regular onboarding path. Automate complex business logic effortlessly.
📝
Keep destination records up to date as things change
Update existing job statuses and student notes automatically whenever modifications occur in either platform. Prevent outdated information from causing scheduling errors.
🔍
Search and update instead of creating duplicates
Verify existing client records before creating new entries to keep your databases clean. Avoid cluttering your workspace with duplicate student or customer profiles.
💳
Handle payments and status changes instantly
Trigger automated invoice generation and receipt notifications the moment a payment is created in Teachworks. Keep financial records reconciled with zero manual delay.
🔗
Extend your workflow to team messaging tools
Connect ServiceM8 and Teachworks with Slack to broadcast real-time updates and keep every department aligned on daily schedules.
And much more...

Who is ServiceM8 + Teachworks integration for?

Operations directors, administrative managers, and business owners managing service scheduling and tutoring accounts benefit from automated data synchronization.

Business owners and directors
Business owners and directors
Field operations managers
Field operations managers
Client account managers
Client account managers
Administrative coordinators
Administrative coordinators
Scheduling supervisors
Scheduling supervisors
Compliance officers
Compliance officers
📈
Business owners and directors
You review revenue reports and performance dashboards to guide growth, but your figures are always lagging because records must be compiled across separate tools — with this integration, every payment and client update syncs instantly and your numbers stay current.
Field operations managers
You need to dispatch staff and coordinate schedules immediately when new work arrives, and you find out about bookings too late — with this integration, every new client and lesson record triggers actions instantly across your entire operations stack.
🤝
Client account managers
You answer to parents and institutional clients who expect timely progress reports and accurate account histories, but scattered data leads to gaps — this integration means every interaction is logged cleanly so you can share updates with absolute confidence.
📦
Administrative coordinators
The volume of daily registrations and job requests is too high for anyone to keep up by hand, leading to missed student profiles — automating both apps means every submission populates management records without manual typing.
📋
Scheduling supervisors
You own the lesson booking step and depend on upstream staff to hand over client details before you can assign staff, causing frustrating delays — connecting these apps means lesson calendars populate the moment a client is registered.
🔍
Compliance officers
You need a reliable history of all service engagements and student records, but manual entry keeps leaving audit gaps — this integration means every transaction and job status change is recorded immutably 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 ServiceM8 + Teachworks

Build and manage your ServiceM8 + Teachworks 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 + Teachworks 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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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ServiceM8 to Teachworks?
Frequently Asked Questions
You can connect ServiceM8 and Teachworks instantly using ready workflows or Integrately AI. With 1-click setup, you can link your accounts alongside Google Calendar, Stripe, Mailchimp, Twilio, QuickBooks Online, and Slack.
Can I automatically create a Teachworks student when a new client is added in ServiceM8?
Frequently Asked Questions
Can I connect ServiceM8, Teachworks, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Teachworks?
Frequently Asked Questions
How does ServiceM8 handle new client data during integration?
Frequently Asked Questions
How are student profiles created in Teachworks during automation?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Teachworks?
Frequently Asked Questions
Is the ServiceM8 and Teachworks integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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