Wealthbox CRM + ServiceM8 Integration
Integrate ServiceM8 to Wealthbox CRM in one click, or tell Integrately AI how you want each client handled. Sync client details, create contacts, update records, and keep your financial and service pipelines aligned automatically.
Free forever.Use premium features free for 14 days.1.
Opportunity is created in Wealthbox CRM- Contact is created in Wealthbox CRM
- Task is created in Wealthbox CRM
- Workflow is created in Wealthbox CRM
- Comment is created in Wealthbox CRM
- Event is created in Wealthbox CRM
- Project is created in Wealthbox CRM
- Note is created in Wealthbox CRM
Job photo is added in ServiceM8 Instant- Company is created in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Get event by ID in Wealthbox CRM
- Create Contact in Wealthbox CRM
- Search contact by email in Wealthbox CRM
- Update Contact in Wealthbox CRM
- Search contact by phone in Wealthbox CRM
- Search contact by name in Wealthbox CRM
- Get contact by id in Wealthbox CRM
- Create Opportunity in Wealthbox CRM
- Update Opportunity in Wealthbox CRM
- Create Task in Wealthbox CRM
- Update Task in Wealthbox CRM
- Create Note in Wealthbox CRM
- Update Note in Wealthbox CRM
- Create Event in Wealthbox CRM
- Update Event in Wealthbox CRM
- Get workflow by id in Wealthbox CRM
- Create workflow in Wealthbox CRM
- Update workflow in Wealthbox CRM
- Search workflow template for workflow in Wealthbox CRM
- Create Project in Wealthbox CRM
- Update Project in Wealthbox CRM
- Search client in ServiceM8
- Get job details by UUID in ServiceM8
- Get staff by UUID in ServiceM8
- Get job client details by company UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
Trusted by experts at...
Ready Workflows for Wealthbox CRM + ServiceM8 Integration
Create contacts, log job details, update records, track opportunities, and sync data between systems, 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 + Wealthbox CRM flow
Connect scheduling, email, and marketing tools to extend your client management and team notifications. Pick a combination and activate it in one click.
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Google Calendar (3)
Google Calendar (3) +
Gmail (3)
Gmail (3) +
Mailchimp (3)
Mailchimp (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
Calendly (3)
Calendly (3) +
Slack (3)
Slack (3) S
W
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When a new client is added in ServiceM8, create a contact in Wealthbox CRM and schedule a Google Calendar event.
New ServiceM8 clients appear in Wealthbox CRM instantly while Google Calendar schedules the initial meeting, eliminating manual coordination.
W
S
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When a Wealthbox CRM opportunity is created, create a job in ServiceM8 and schedule a Google Calendar follow-up.
Wealthbox CRM opportunities immediately generate service jobs in ServiceM8 and calendar reminders in Google Calendar.
S
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When a ServiceM8 job is completed, update the Wealthbox CRM note and schedule a Google Calendar review session.
Completed ServiceM8 jobs update your Wealthbox CRM records and automatically set calendar review meetings.
Supported triggers and actions for Wealthbox CRM and ServiceM8
Mix and match to build the exact automation you need
Wealthbox CRM Triggers & Actions
Opportunity is created in Wealthbox CRM
Triggers the automation when any opportunity is updated
Try it → ServiceM8 Triggers & Actions
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → What can you automate with ServiceM8 + Wealthbox CRM?
Streamline your client data, sync job statuses, and manage opportunities between ServiceM8 and Wealthbox CRM without manual data entry.
👥
Create Wealthbox CRM contacts from new ServiceM8 clients
Automatically create a new Wealthbox CRM contact the moment a new client is added in ServiceM8. Keep your advisory and field service records perfectly synchronized.
📝
Capture every submitted ServiceM8 form field in Wealthbox CRM
Map all submitted ServiceM8 form details directly into Wealthbox CRM notes or custom fields. Ensure comprehensive customer information is always available to your team.
🔔
Notify team members in Wealthbox CRM when jobs are completed
Trigger Wealthbox CRM tasks or notes instantly when a ServiceM8 job status changes to completed. Keep advisors and staff updated on client milestones.
🔀
Route Wealthbox CRM opportunities based on service type
Create specific ServiceM8 jobs depending on the details of newly created Wealthbox CRM opportunities. Tailor your operational response to each client's needs.
🔄
Keep Wealthbox CRM contact records updated when ServiceM8 details change
Automatically update Wealthbox CRM contacts whenever company or client details are modified in ServiceM8. Prevent outdated information from causing communication errors.
🔍
Upsert contacts in Wealthbox CRM to prevent duplicate records
Search existing Wealthbox CRM contacts by email or phone before creating new entries from ServiceM8 data. Keep your database clean and free of duplicates.
💰
Update Wealthbox CRM opportunities when ServiceM8 job invoices are paid
Track financial completion by updating Wealthbox CRM opportunities or tasks when ServiceM8 job invoices are marked as paid.
💬
Send Slack alerts when ServiceM8 jobs update Wealthbox CRM records
Extend your automation flow by notifying team channels on Slack whenever ServiceM8 activity successfully updates your Wealthbox CRM database.
And much more...
Who is ServiceM8 + Wealthbox CRM integration for?
Service providers and financial advisors using ServiceM8 and Wealthbox CRM streamline client data management and eliminate manual entry errors across systems.
Operations managers
Field service dispatchers
Account managers
Client service associates
Sales representatives
Service coordinators
📊
Operations managers
You're tracking service jobs in ServiceM8 while managing client assets in Wealthbox CRM, but your reports take hours to compile because data lives in separate systems — this integration means every client record and job update syncs instantly so your reporting is always current.
⚡
Field service dispatchers
You're dispatching technicians for ServiceM8 jobs while financial planners update client profiles in Wealthbox CRM, but urgent status changes get missed between teams — with this integration, every job completion alerts your CRM instantly so your team acts fast.
🤝
Account managers
You're coordinating client wealth plans in Wealthbox CRM while field teams handle service work in ServiceM8, but clients ask for job updates before you have them — automating both apps means client interactions reflect real-time job statuses instantly.
📋
Client service associates
You're manually entering client contact details from ServiceM8 forms into Wealthbox CRM daily, but high volumes lead to missed entries and duplicate profiles — integrating these apps means every form submission populates your CRM automatically.
💼
Sales representatives
You're creating opportunities in Wealthbox CRM after service quotes are accepted in ServiceM8, but handover delays stall your pipeline — with this integration, accepted quotes create CRM opportunities the moment they happen.
🗂️
Service coordinators
You're logging completed jobs in ServiceM8 while trying to maintain financial histories in Wealthbox CRM, but manual gaps leave incomplete customer records — automating both apps means complete service and CRM histories build themselves.
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 Wealthbox CRM + ServiceM8
Build and manage your Wealthbox CRM + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Wealthbox CRM + 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Wealthbox CRM + ServiceM8 Now 
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Frequently Asked Questions
How do I connect ServiceM8 to Wealthbox CRM?
You can connect ServiceM8 to Wealthbox CRM in just one click using ready templates or ask Integrately AI to build the workflow. It links your accounts securely along with tools like Google Calendar, Gmail, and Slack.
Can I automatically create Wealthbox CRM contacts from new ServiceM8 clients?
Can I connect ServiceM8, Wealthbox CRM, and Slack?
What is a good Zapier alternative for ServiceM8 and Wealthbox CRM?
How does ServiceM8 handle contact and job data in integrations?
How does Wealthbox CRM record opportunities and contacts from ServiceM8?
Can I set up ServiceM8 and Wealthbox CRM automations without coding?
Is the ServiceM8 and Wealthbox CRM integration free?
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