ServiceM8 + Trello Integration

Integrate ServiceM8 to Trello in one click, or tell Integrately AI how you want each job handled. Create cards, assign team members, update boards, and track project milestones automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out 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
  • Trello
    Card is created in Trello
  • Trello
    Card is moved to list in Trello Instant
  • Trello
    Card is updated in Trello Instant
  • Trello
    Comment is added to a card in Trello
  • Trello
    Card is archived in Trello
  • Trello
    Label is added to card in Trello Instant
  • Trello
    Notification is created in Trello
  • Trello
    Checklist is created in Trello
  • Trello
    Activity is created in Trello Instant
  • Trello
    Member is added to card in Trello
  • Trello
    Board is added in Trello
  • Trello
    Label is created in Trello
  • Trello
    Attachments is added to card in Trello
  • Trello
    List is created in Trello
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2.

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Ready WorkflowsReady Workflows   for ServiceM8 + Trello Integration

Create cards for new jobs, update boards when status changes, track checklists, and notify team members, 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 + Trello flow

Connect accounting, communication, and storage tools to keep your entire operational stack synchronized. Pick a combination and activate it in one click.

ServiceM8
Trello
+
QuickBooks OnlineQuickBooks Online (8)
+
XeroXero (8)
+
GmailGmail (8)
+
Google DriveGoogle Drive (8)
+
StripeStripe (8)
+
SlackSlack (8)
S
T
Q
Create a Trello card for every new ServiceM8 job, and generate a customer in QuickBooks Online
New ServiceM8 jobs immediately appear in Trello as cards while QuickBooks Online records the customer details, eliminating manual data entry across systems.
S
T
Q
Notify your team in QuickBooks Online when a ServiceM8 job invoice is paid and update Trello
Keep your financial records and project boards aligned the moment a payment clears in ServiceM8.
S
T
Q
When ServiceM8 job status changes, update the Trello card and modify the QuickBooks Online invoice
Keep project boards and billing records synchronized as work progresses through different stages.
S
T
Q
Create a QuickBooks Online invoice for completed ServiceM8 jobs and archive the Trello card
Automate your billing handoff the second a service technician completes a job in the field.
S
T
Q
If a ServiceM8 quote is accepted, create a Trello priority card and generate a QuickBooks Online estimate
Convert accepted quotes into active projects and formal estimates instantly.
S
T
Q
When a ServiceM8 client is updated, sync their contact details to Trello and QuickBooks Online
Maintain accurate customer records across your CRM, project boards, and accounting software.
S
T
Q
Use ChatGPT to summarise ServiceM8 job notes, create a Trello card, and log details in QuickBooks Online
Transform unstructured field notes into structured project cards and billing entries using AI.
S
T
Q
S
Turn every completed ServiceM8 job into a Trello card, generate a QuickBooks Online invoice, and notify Slack
Coordinate project completion across management boards, accounting, and team chat in one automated step.

Supported triggers and actions for ServiceM8 and Trello

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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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 invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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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 badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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 completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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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
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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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 quote is sent in ServiceM8
Triggers automation when a job quote is sent
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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 photo is added in ServiceM8
Triggers automation when a photo is added to a job
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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 is checked out in ServiceM8
Triggers automation when a job is checked out
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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
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Search client in ServiceM8
Searches client by name
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
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Trello
Trello Triggers & Actions
Card is created in Trello
Triggers the automation when a card is archived
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Instant
Card is moved to list in Trello
Triggers the automation when a card is moved to a list
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Instant
Card is updated in Trello
Triggers the automation when a card is updated
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Comment is added to a card in Trello
Triggers the automation when a comment is added to any card
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Card is archived in Trello
Triggers the automation when a card is archived
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Instant
Label is added to card in Trello
Triggers the automation when any card is labelled
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Notification is created in Trello
Triggers the automation when a notification is created
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Checklist is created in Trello
Triggers the automation when a new checklist is created
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Instant
Activity is created in Trello
Triggers the automation when a new activity is created
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Member is added to card in Trello
Triggers the automation when a member is assigned to a card
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Board is added in Trello
Triggers the automation when a new board is added
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Label is created in Trello
Triggers the automation when a new label is created
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Attachments is added to card in Trello
Triggers the automation when a file or document is attached to a card
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List is created in Trello
Triggers the automation when a new list is created
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Get label by ID in Trello
Retrieve label by ID
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Get organization by ID in Trello
Retrieve organization by ID
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Get member by ID in Trello
Retrieve member by ID
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Get list by ID in Trello
Retrieve list by ID
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Get board by ID in Trello
Retrieve board by ID
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Find checklist item in Trello
Searches and locates a item in the checklist
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Get checklist item by id in Trello
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Find card in Trello
Locates a card within the application
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Create card in Trello
Generates a new card for a task
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Update card in Trello
Updates the information on the selected card
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Move card to list in Trello
Relocates a particular card to a list
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Add member to card in Trello
Assigns a team member to a task card
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Archive card in Trello
Move card to an archive section for future reference
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Get attachments of card in Trello
Retrieves attachments associated with a card
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Get card by ID in Trello
Retrieves a card using its id
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Create board in Trello
Generates a new board
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Search board in Trello
Searches for a board
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Copy board in Trello
Duplicate the entire content of the current board
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Close board in Trello
Close an existing board
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Create checklist Item in Trello
Generates a checklist item in a particular checklist
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Add attachment to card in Trello
Adds an attachment to a card in the particular project or board
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Complete checklist Item in card in Trello
Mark a checklist item as complete in a card
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Search list on board in Trello
Searches for a list in a board
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Create custom field in Trello
Creates a new marketing campaign
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Assign member to board in Trello
Adds a member to a designated board
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Search member in Trello
Searches for a member with
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Add checklist to card in Trello
Adds a checklist with tasks to a card
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Find checklist in Trello
Locate and access a predefined checklist with
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Delete checklist in card in Trello
Removes the entire checklist from the particular card
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Create list in Trello
Generates a new list
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Create comment in Trello
Generates a new comment
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Add label to card in Trello
Adds a label to a card in the particular list
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Add existing label to card in Trello
Adds an existing label to a card
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Remove label in Trello
Removes a label
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Add label to board in Trello
Creates a label on a board
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Find label on board in Trello
Locate and extract label information from a board
Try it →

What can you automate with ServiceM8 + Trello?

Streamline your service workflows by connecting field operations to visual project boards with powerful automated actions.

What you can automate?
📋
Create Trello cards for every new ServiceM8 job
Automatically generate a new Trello card the moment a service job is booked in ServiceM8. Your project boards stay synchronized with field operations without manual data entry.
📂
Capture every submitted field and note
Map complete job descriptions, client contact info, and custom notes into your Trello card descriptions and checklists. Your team gets full context on every task.
🔔
Notify the right team member instantly
Trigger instant team alerts and board updates the second field technicians clock on, submit forms, or complete jobs. Eliminate communication delays across departments.
🔀
Route tasks based on job status or type
Send cards to different Trello lists depending on the job category, quote value, or service status submitted in ServiceM8. Keep specialized workflows separated.
🔄
Keep project boards updated as work changes
Automatically move cards across lists, update due dates, and modify task descriptions whenever job details are updated in ServiceM8.
🔍
Match existing records to prevent duplicates
Search your Trello boards and update existing cards when recurring clients book new service calls in ServiceM8, keeping your workspace clean and organised.
💳
Handle payments and status updates seamlessly
Update card statuses automatically when job invoices are paid or quotes are accepted in ServiceM8. Close out financial loops without manual tracking.
🌐
Extend your workflow to Slack or Gmail
Connect ServiceM8 and Trello flows to Slack or Gmail to notify teams, send client confirmation emails, and archive project files in Google Drive.
And much more...

Who is ServiceM8 + Trello integration for?

Service businesses, project managers, and field operations teams rely on this integration to eliminate manual handoffs and keep project boards synchronized with real-world work.

Operations Managers
Operations Managers
Dispatch Coordinators
Dispatch Coordinators
Account Managers
Account Managers
Field Service Supervisors
Field Service Supervisors
Project Estimators
Project Estimators
Administrative Leads
Administrative Leads
📈
Operations Managers
You review completion metrics and job volume weekly, but your project board only updates when someone manually moves cards, so the completion counts you report against are always hours behind — with this integration, every status change updates your Trello board instantly and your operational data stays current.
Dispatch Coordinators
You need to assign field staff as soon as clients book work, but manual data entry between systems leaves your team finding out about new jobs too late — automating both apps means every new booking appears on your Trello board the second it is created in ServiceM8 so dispatchers can act immediately.
🤝
Account Managers
You answer to clients who want constant visibility into project progress, but compiling status reports requires checking multiple siloed apps — connecting these apps means your Trello project board reflects real-time job updates from ServiceM8 so clients always see accurate progress without manual updates.
📋
Field Service Supervisors
The volume of daily service calls is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned tasks — with this integration, every new job and status update flows automatically into your Trello workspace without manual copy-pasting.
🔧
Project Estimators
You own the estimating and quoting phase and depend on field staff to hand over accurate site notes, but details get lost between apps — automating both apps means every quote acceptance and job note lands directly in your Trello tracking cards without manual delays.
🗂️
Administrative Leads
You need a reliable audit trail of all completed jobs and customer interactions, but manual tracking leaves frustrating gaps in your history — this integration means every ServiceM8 job completion and invoice payment updates your Trello boards with complete accuracy.
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 + Trello

Build and manage your ServiceM8 + Trello 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 + Trello 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 ServiceM8 to Trello?
Frequently Asked Questions
You can connect ServiceM8 to Trello in 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, QuickBooks Online, and Gmail.
Can I automatically create Trello cards from new ServiceM8 jobs?
Frequently Asked Questions
Can I connect ServiceM8, Trello, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Trello?
Frequently Asked Questions
How does ServiceM8 sync job statuses with Trello cards?
Frequently Asked Questions
Can I attach ServiceM8 job photos to Trello cards?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Trello?
Frequently Asked Questions
Is the ServiceM8 and Trello 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 ServiceM8 or Trello With 1500+ Other Apps

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