

Viral Loops + ServiceM8 Integration
Integrate ServiceM8 to Viral Loops in one click, or tell Integrately AI how you want each client handled. Track referrals instantly, add new participants, update your rewards, and trigger follow-ups automatically.
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Ready Workflows for Viral Loops + ServiceM8 Integration
Capture referrals, add participants, update rewards, alert your team, and send follow-ups, 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 ServiceM8 + Viral Loops flow
Extend your referral and service management stack by connecting accounting, marketing, messaging, and spreadsheet tools to your core workflow. Pick a combination and activate it in one click.


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Gmail (4)
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Mailchimp (4)
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QuickBooks Online (4)
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Slack (4)
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Google Sheets (4)
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Stripe (4)
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Add every new ServiceM8 client as a Viral Loops participant, and send a welcome email in Gmail
New ServiceM8 clients are automatically registered in Viral Loops and welcomed via Gmail, eliminating manual entry and delayed outreach.
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When a Job quote is accepted in ServiceM8, add a Viral Loops participant and email the details in Gmail
Accepted quotes in ServiceM8 instantly register participants in Viral Loops and notify stakeholders via Gmail.
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When a reward is redeemed in Viral Loops, fetch client details in ServiceM8 and send a confirmation in Gmail
Redeemed rewards in Viral Loops pull client data from ServiceM8 and send an email confirmation through Gmail.
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When a Job is completed in ServiceM8, convert the participant in Viral Loops and email the update in Gmail
Completed jobs in ServiceM8 update Viral Loops referral statuses and dispatch an email update via Gmail.
Supported triggers and actions for Viral Loops and ServiceM8
Mix and match to build the exact automation you need

Viral Loops Triggers & Actions

ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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 ServiceM8 + Viral Loops?
Streamline client onboarding, referral tracking, reward fulfillment, and team notifications across your service business.
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Register new ServiceM8 clients in Viral Loops automatically
Every time a new client is added in ServiceM8, an equivalent participant is created in Viral Loops. Your referral program populates instantly without duplicate data entry.
📋
Capture all client details and metadata accurately
Map available service client details and quote attributes directly into your referral platform fields. Your participant profiles remain complete and ready for tracking.
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Notify your team the moment milestones happen
Send instant alerts to your team channels in Slack or via email whenever a referral milestone is reached or a reward is redeemed.
🔀
Route actions based on accepted job quotes
Trigger specific referral flows and customer follow-ups whenever a job quote is accepted in ServiceM8, tailoring your engagement to active deals.
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Keep client records updated as jobs change
Automatically update participant statuses in Viral Loops whenever job statuses or client details change in ServiceM8, maintaining data consistency.
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Prevent duplicates with smart search operations
Search existing client records before adding participants in Viral Loops, ensuring clean customer databases and avoiding duplicate profiles.
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Handle job completions and invoice payments seamlessly
Convert referral participants and trigger reward distributions automatically when job invoices are paid or service tasks are completed.
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Extend your workflow to accounting and marketing tools
Connect your core ServiceM8 and Viral Loops flow with QuickBooks Online or Mailchimp to sync invoices, customer lists, and marketing segments.
And much more...
Who is ServiceM8 + Viral Loops integration for?
Service businesses and referral marketers eliminate manual data entry between job management and referral tracking, ensuring seamless growth operations.
Operations managers
Field service coordinators
Account managers
Referral program administrators
Service dispatchers
Business owners
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Operations managers
You're overseeing service dispatch and client onboarding, but your referral counts only update when someone manually checks records, so the referral metrics you're reviewing are always outdated — with this integration, every new client is added instantly and your program data stays current.
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Field service coordinators
You need to track job completions and reward milestones immediately, but administrative delays mean you find out about client milestones hours after they happen — this integration means completed jobs trigger participant updates instantly and your team stays fully informed.
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Account managers
You answer to business stakeholders who want to see live referral program progress and client growth numbers, but pulling reports by hand creates bottlenecks — automating both apps means referral conversions and client metrics sync automatically for effortless reporting.
📊
Referral program administrators
The volume of new service clients and quote acceptances is too high for anyone to keep up by hand, leading to missed participant registrations — with this integration, every client event populates your referral platform without manual effort.
🔧
Service dispatchers
You depend on upstream client creation and job quote approvals before you can initiate customer engagement sequences — connecting these apps means participant registration happens the moment a quote is accepted so your workflow moves forward without waiting.
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Business owners
You need a reliable, unbroken history of client acquisition and referral rewards, but manual record-keeping keeps leaving gaps in your database — this integration means every transaction and milestone is recorded accurately across both platforms.

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 Viral Loops + ServiceM8
Build and manage your Viral Loops + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Viral Loops + 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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Automation is ready
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Frequently Asked Questions
How do I connect ServiceM8 to Viral Loops?
You can connect ServiceM8 to Viral Loops instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build your exact automation alongside apps like Gmail, Slack, and Google Sheets.
Can I automatically add new ServiceM8 clients as Viral Loops participants?
Can I connect ServiceM8, Viral Loops, and QuickBooks Online?
What is a good Zapier alternative for ServiceM8 and Viral Loops?
How does ServiceM8 handle client and job data during automation?
How does Viral Loops manage participant rewards and milestones?
Do I need coding skills to automate ServiceM8 and Viral Loops?
Is the ServiceM8 and Viral Loops 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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