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.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Viral Loops
    Participant is created in Viral Loops Instant
  • Viral Loops
    Milestone is reached in Viral Loops Instant
  • Viral Loops
    Reward is redeemed in Viral Loops Instant
  • ServiceM8
    Job video is added 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
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job badge is removed 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
    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.
  • Viral Loops
    Add participant in Viral Loops
  • Viral Loops
    Convert participant in Viral Loops
  • 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 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.
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 + 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.

Viral Loops
ServiceM8
+
GmailGmail (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
+
StripeStripe (4)
S
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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.
S
V
G
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.
V
S
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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.
S
V
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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
Viral Loops Triggers & Actions
Instant
Participant is created in Viral Loops
Triggers the automation when a new participant is created
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Instant
Milestone is reached in Viral Loops
Triggers the automation when a milestone is achieved
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Instant
Reward is redeemed in Viral Loops
Triggers the automation when a reward is redeemed
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Add participant in Viral Loops
Adds a new participant to a group or event
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Convert participant in Viral Loops
Converts a participant
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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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
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from 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
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
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
Try it →
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
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with ServiceM8 + Viral Loops?

Streamline client onboarding, referral tracking, reward fulfillment, and team notifications across your service business.

What you can automate?
🚀
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.
🔔
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.
🔄
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.
🔍
Prevent duplicates with smart search operations
Search existing client records before adding participants in Viral Loops, ensuring clean customer databases and avoiding duplicate profiles.
💳
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.
🔗
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
Operations managers
Field service coordinators
Field service coordinators
Account managers
Account managers
Referral program administrators
Referral program administrators
Service dispatchers
Service dispatchers
Business owners
Business owners
📈
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.
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.
🤝
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.
📋
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.
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 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
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
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
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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 Viral Loops?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect ServiceM8, Viral Loops, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Viral Loops?
Frequently Asked Questions
How does ServiceM8 handle client and job data during automation?
Frequently Asked Questions
How does Viral Loops manage participant rewards and milestones?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Viral Loops?
Frequently Asked Questions
Is the ServiceM8 and Viral Loops integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect ServiceM8 or Viral Loops With 1500+ Other Apps

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Sync Viral Loops with marketing automation, customer success, analytics, and CRM tools to accelerate referral growth.