ServiceM8 + WhatConverts Integration

Integrate ServiceM8 to WhatConverts in one click, or tell Integrately AI how you want each lead handled. Capture lead details, update your customer records, alert your team, and track marketing performance automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • WhatConverts
    Lead is created in WhatConverts Instant
  • WhatConverts
    Lead is updated in WhatConverts Instant
Arrow Right
2.
  • 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
  • WhatConverts
    Create lead in WhatConverts
  • WhatConverts
    Update lead in WhatConverts
  • WhatConverts
    Search lead in WhatConverts

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Ready WorkflowsReady Workflows   for ServiceM8 + WhatConverts Integration

Capture leads, create new jobs, track lead sources, alert your team, and sync customer data, 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 + WhatConverts flow

Send instant email notifications, sync financial records, log follow-up tasks, and alert your team across your stack. Pick a combination and activate it in one click.

ServiceM8
WhatConverts
+
GmailGmail (4)
+
XeroXero (4)
+
Google CalendarGoogle Calendar (4)
+
TwilioTwilio (4)
+
SlackSlack (4)
+
MailchimpMailchimp (4)
S
W
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Create a lead in WhatConverts when a new job is created in ServiceM8, and send a confirmation email in Gmail
New ServiceM8 jobs immediately generate a lead in WhatConverts and trigger an email notification in Gmail so your team stays informed.
W
S
G
Send an email alert in Gmail when a lead is created in WhatConverts, and create a client in ServiceM8
Incoming WhatConverts leads automatically generate a client in ServiceM8 while sending an immediate notification email via Gmail.
S
W
G
When a job is completed in ServiceM8, update the lead in WhatConverts and send a follow-up email in Gmail
Completed ServiceM8 jobs update corresponding WhatConverts leads and trigger a customer follow-up email in Gmail.
W
C
S
G
Use ChatGPT to summarise every new WhatConverts lead, create a job in ServiceM8, and send the brief in Gmail
ChatGPT generates an executive summary for new WhatConverts leads before creating a ServiceM8 job and emailing the brief via Gmail.

Supported triggers and actions for ServiceM8 and WhatConverts

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
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
Try it →
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
Try it →
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
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Create a client in ServiceM8
Creates a new client record
Try it →
WhatConverts
WhatConverts Triggers & Actions
Instant
Lead is created in WhatConverts
Triggers the automation when a new lead is added to the system
Try it →
Instant
Lead is updated in WhatConverts
Triggers the automation when any lead is updated
Try it →
Create lead in WhatConverts
Generates new leads for potential customers
Try it →
Update lead in WhatConverts
Updates the lead information
Try it →
Search lead in WhatConverts
Retrieves information for a particular lead
Try it →

What can you automate with ServiceM8 + WhatConverts?

Streamline your service management and lead tracking with robust, ready-to-run automations.

What you can automate?
🔄
Sync ServiceM8 jobs with WhatConverts leads automatically
Trigger lead creation in WhatConverts whenever a new job is registered in ServiceM8, eliminating manual data transfer between systems.
📋
Capture every submitted form field and lead attribute
Map all custom form answers and marketing tracking parameters directly into your destination records for complete visibility.
🔔
Notify the right team member the moment a lead arrives
Send instant alerts through messaging apps or email as soon as new jobs or leads are logged in your database.
🔀
Route records conditionally based on submitted values
Send high-value leads down priority workflows while handling standard enquiries through routine operational channels.
📝
Keep client records updated as job statuses change
Automatically update marketing lead statuses in WhatConverts whenever job stages progress in ServiceM8.
🔍
Search and update instead of creating duplicate records
Check existing client databases before creating entries, ensuring clean data integrity across both platforms.
💳
Handle job completion and status milestones effortlessly
Trigger follow-up sequences and update attribution metrics the moment a service job is marked as completed.
💬
Extend your workflow to Slack with instant team alerts
Keep your staff connected by broadcasting automated updates directly into dedicated Slack channels.
And much more...

Who is ServiceM8 + WhatConverts integration for?

Service businesses, marketers, and operations teams managing client jobs and lead tracking streamline data entry, eliminate manual copying, and keep records fully aligned across platforms.

Marketing Managers
Marketing Managers
Field Service Supervisors
Field Service Supervisors
Account Managers
Account Managers
Customer Service Teams
Customer Service Teams
Operations Coordinators
Operations Coordinators
Business Owners
Business Owners
📈
Marketing Managers
You're running attribution campaigns across multiple channels but your lead tracking sheet only updates when someone manually exports data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands instantly and your data stays current.
Field Service Supervisors
You need to dispatch field technicians as soon as enquiries arrive, but manual handoffs between marketing and scheduling mean jobs sit pending for too long — automating both apps means new customer requests generate jobs immediately so your team can respond without delay.
🤝
Account Managers
You answer to clients who want clear proof of campaign performance matched against completed service work, but scattered records make reporting a weekly chore — integrating these apps means marketing attribution and job outcomes stay perfectly unified for every client.
📊
Customer Service Teams
The volume of inbound enquiries and service requests is too high for your staff to keep up by hand, leading to missed follow-ups and duplicated client profiles — automating this workflow ensures every submission is captured accurately without human error.
⚙️
Operations Coordinators
You own the scheduling step and depend on marketing teams to hand over lead details before you can assign staff, creating a frustrating bottleneck — connecting these apps means lead data flows straight into your job pipeline the moment it's captured.
🗂️
Business Owners
You need a reliable customer history to track business growth, but fragmented tools leave frustrating gaps between marketing touchpoints and final invoices — this integration means your records remain complete from initial lead click to final payment.
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 + WhatConverts

Build and manage your ServiceM8 + WhatConverts 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 + WhatConverts 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 WhatConverts?
Frequently Asked Questions
You can connect ServiceM8 to WhatConverts in one click using pre-built templates or ask Integrately AI to build the automation and map the fields. You can also connect apps like Gmail, Slack, and Xero seamlessly.
Can I automatically create WhatConverts leads from new ServiceM8 jobs?
Frequently Asked Questions
Can I connect ServiceM8, WhatConverts, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and WhatConverts?
Frequently Asked Questions
How does ServiceM8 handle job updates in automation flows?
Frequently Asked Questions
How does WhatConverts track marketing leads across connected apps?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and WhatConverts?
Frequently Asked Questions
Is the ServiceM8 and WhatConverts integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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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 WhatConverts With 1500+ Other Apps

ServiceM8
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WhatConverts
Popular WhatConverts Integrations
Sync WhatConverts with CRM, email marketing, and analytics platforms to track campaign performance across your stack.