

ServiceM8 + WATI Integration
Integrate ServiceM8 to WATI in one click, or tell Integrately AI how you want each job handled. Notify customers instantly, send quotes and invoices via WhatsApp, update your contacts, and streamline client communication automatically.
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Ready Workflows for ServiceM8 + WATI Integration
Send quote updates, notify clients when jobs are completed, manage contact records, alert your team on Slack, 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 + WATI flow
Sync your financial data, schedule follow-ups, and keep your communication channels updated across your stack. Pick a combination and activate it in one click.


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Xero (4)
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Stripe (4)
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Google Calendar (4)
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QuickBooks Online (4)
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Gmail (4)
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Slack (4)
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When a new job is created in ServiceM8, send a template message in WATI and create an invoice in Xero.
New jobs in ServiceM8 immediately trigger a WATI WhatsApp message and generate a corresponding invoice in Xero, eliminating manual data entry.
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When a job quote is accepted in ServiceM8, update contact attributes in WATI and create a contact in Xero.
Accepted quotes in ServiceM8 update WATI customer attributes and establish a client record in Xero without manual copying.
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When a job invoice is paid in ServiceM8, send a session message in WATI and mark the invoice paid in Xero.
Paid invoices in ServiceM8 trigger a WATI payment confirmation message and update the corresponding Xero record instantly.
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When a new client is added in ServiceM8, create a contact in WATI and create a customer in Xero.
New ServiceM8 clients are instantly added to WATI and Xero, ensuring unified communication and accounting databases.
Supported triggers and actions for ServiceM8 and WATI
Mix and match to build the exact automation you need

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 + WATI?
Streamline your field service communication by connecting job management events to automated WhatsApp messaging.
🚀
Trigger WhatsApp messages on new jobs
Send a template message via WATI the moment a new job is created in ServiceM8 to confirm appointments instantly.
📋
Capture every submitted form detail
Map submitted form answers from ServiceM8 into WATI contact attributes instead of just names and phone numbers.
🔔
Notify your team instantly on updates
Alert your dispatch or sales team on Slack or via email whenever a job status changes or a quote is accepted.
🔀
Route messages based on quote status
Send different WATI messages depending on whether a job quote was accepted, sent, or rejected by the client.
🔄
Keep contact records up to date
Automatically update customer attributes in WATI whenever client details or job requirements change in ServiceM8.
🛡️
Prevent duplicate contact entries
Search existing client records before creating new contacts in WATI or your accounting tools to keep databases clean.
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Automate workflows on invoice payments
Trigger session messages and update accounting ledgers the moment a job invoice is marked as paid in ServiceM8.
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Extend your workflow to accounting apps
Connect ServiceM8 and WATI with tools like Xero or QuickBooks Online to automate your complete billing and messaging stack.
And much more...
Who is ServiceM8 + WATI integration for?
Field service businesses, operations teams, and customer support leads rely on this integration to eliminate manual messaging and keep client communication flowing effortlessly.
Operations Managers
Customer Support Leads
Client Success Executives
Dispatch Coordinators
Service Technicians
Finance Administrators
📈
Operations Managers
You're overseeing multiple field service jobs daily but your dispatch records only update when someone manually checks in, so your operational metrics are always a few hours behind — with this integration, every status change updates your systems instantly and your data stays current.
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Customer Support Leads
You need to answer client enquiries instantly as job updates occur, but manual WhatsApp notifications take too long to send, so customers frequently follow up asking for status reports — automating both apps means every job event triggers an immediate WhatsApp message and your clients stay informed.
🤝
Client Success Executives
You answer to clients who want immediate visibility into their service schedules and invoice receipts, but staff often forget to send manual updates after finishing on-site work — connecting these apps means every job completion automatically dispatches a message and your clients see progress right away.
📊
Dispatch Coordinators
The volume of daily job bookings and quote requests is too high for your team to keep up with by hand, leading to missed client messages and delayed confirmations — with this integration, every new booking automatically triggers a template message and your dispatch workflow runs smoothly.
💼
Service Technicians
You depend on office staff to hand over job details and client contact numbers before you can communicate on site, causing frustrating delays in your daily schedule — automating both apps means customer data flows directly to your communication platform without waiting on manual handovers.
📋
Finance Administrators
You need a reliable history of paid invoices and accepted quotes, but manual entry between service tools and accounting software leaves frustrating gaps in your audit trail — this integration means every payment and quote status change logs accurately and your financial history remains complete.

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 + WATI
Build and manage your ServiceM8 + WATI automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ServiceM8 + WATI 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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Select Automation
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Connect Accounts
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Automation is ready
Connect ServiceM8 + WATI Now 
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Frequently Asked Questions
How do I connect ServiceM8 to WATI?
You can connect ServiceM8 to WATI in 1 click using Integrately. Choose from 20 million+ templates or ask Integrately AI to build your workflow. You can also connect Xero, Stripe, Google Calendar, and 1,500+ other apps.
Can I send automated WhatsApp messages when a new job is created in ServiceM8?
Can I connect ServiceM8, WATI, and Slack?
What is a good Zapier alternative for ServiceM8 and WATI?
How does ServiceM8 handle job quotes and invoices in automations?
Can WATI trigger contact creation and attribute updates automatically?
Do I need coding skills to set up ServiceM8 and WATI automations?
Is the ServiceM8 and WATI 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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