ServiceM8 + WHMCS Integration

Integrate ServiceM8 to WHMCS in one click, or tell Integrately AI how you want each client handled. Add new clients to your billing platform, create invoices, log support cases, and update your records automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Job quote is sent 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
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid 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
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job video is added 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
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created 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
  • WHMCS
    Invoice is created in WHMCS
  • WHMCS
    Order is created in WHMCS
  • WHMCS
    Invoice is paid in WHMCS
  • WHMCS
    Client is created in WHMCS
  • WHMCS
    Ticket is created in WHMCS
  • WHMCS
    Todo item is created in WHMCS
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
  • WHMCS
    Get invoice by ID in WHMCS
  • WHMCS
    Get ticket by ID in WHMCS
  • WHMCS
    Search client in WHMCS
  • WHMCS
    Create client in WHMCS
  • WHMCS
    Delete client in WHMCS
  • WHMCS
    Create ticket in WHMCS
  • WHMCS
    Update ticket in WHMCS
  • WHMCS
    Create invoice in WHMCS
  • WHMCS
    Create contact in WHMCS
  • WHMCS
    Search contact in WHMCS
  • WHMCS
    Update contact in WHMCS
  • WHMCS
    Create project in WHMCS
  • WHMCS
    Get client by ID in WHMCS
  • WHMCS
    Search ticket in WHMCS

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Ready WorkflowsReady Workflows   for ServiceM8 + WHMCS Integration

Create clients, generate invoices, track orders, update records, and sync billing details, 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 + WHMCS flow

Connect billing, communication, and management tools to keep your entire business stack synchronized. Pick a combination and activate it in one click.

ServiceM8
WHMCS
+
StripeStripe (4)
+
GmailGmail (4)
+
XeroXero (4)
+
SlackSlack (4)
+
TrelloTrello (4)
+
Google DriveGoogle Drive (4)
S
W
S
When a new client is added in ServiceM8, create a client in WHMCS and add a customer in Stripe.
New ServiceM8 clients appear in WHMCS and Stripe instantly without manual data entry.
W
S
S
When an invoice is paid in WHMCS, update the client in ServiceM8 and record the payment in Stripe.
Paid WHMCS invoices update your ServiceM8 client status and log payment details in Stripe automatically.
W
S
S
When an order is created in WHMCS, create a job in ServiceM8 and set up a subscription in Stripe.
New WHMCS orders automatically spawn a ServiceM8 job and configure billing in Stripe.
W
S
S
When a client is created in WHMCS, search for the client in ServiceM8 and update Stripe customer data.
WHMCS client creations update your ServiceM8 records and refresh Stripe customer details.

Supported triggers and actions for ServiceM8 and WHMCS

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
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
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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
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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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
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
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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
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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 →
WHMCS
WHMCS Triggers & Actions
Invoice is created in WHMCS
Triggers the automation when any invoice is added or modified
Try it →
Order is created in WHMCS
Triggers the automation when a new order is created
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Invoice is paid in WHMCS
Triggers the automation when an invoice is marked as paid
Try it →
Client is created in WHMCS
Triggers the automation when a new client is created
Try it →
Ticket is created in WHMCS
Triggers the automation when a new ticket is created
Try it →
Todo item is created in WHMCS
Triggers the automation when a todo item is created
Try it →
Get invoice by ID in WHMCS
Try it →
Get ticket by ID in WHMCS
Retrieves tickets information based on their ID
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Search client in WHMCS
Finds and retrieves client information
Try it →
Create client in WHMCS
Generates a new client profile
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Delete client in WHMCS
Removes client from the database
Try it →
Create ticket in WHMCS
Generates a new ticket
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Update ticket in WHMCS
Updates ticket information
Try it →
Create invoice in WHMCS
Generates invoices for sales transactions
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Create contact in WHMCS
Adds a new contact to the database
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Search contact in WHMCS
Finds and retrieves contact information
Try it →
Update contact in WHMCS
Updates contact information with new details
Try it →
Create project in WHMCS
Creates a new project
Try it →
Get client by ID in WHMCS
Retrieves client information based on their id
Try it →
Search ticket in WHMCS
Searches for a ticket
Try it →

What can you automate with ServiceM8 + WHMCS?

Connect your field service operations and billing platform to run your business without manual data transfer.

What you can automate?
🔄
Sync clients and jobs across platforms automatically
Instantly create clients in WHMCS whenever a new client is added in ServiceM8, keeping both systems perfectly aligned without manual copying.
📝
Capture every submitted field and form detail
Map complete form submissions and job details from ServiceM8 directly into your WHMCS records for thorough client histories.
🔔
Notify your team the moment events occur
Alert your billing or support staff instantly on Slack or Gmail whenever a new client registers or an invoice is paid.
🔀
Route actions based on submitted order data
Trigger different workflows and ticket assignments in WHMCS depending on specific fields submitted in your ServiceM8 forms.
🔄
Keep billing and job statuses up to date
Automatically update job records in ServiceM8 the moment an invoice is marked as paid in WHMCS.
🔍
Search and update instead of creating duplicates
Automatically search for existing client profiles before creating new entries to keep your databases clean and clutter-free.
💳
Handle payment and status changes seamlessly
Trigger automated follow-ups and record updates whenever invoices are paid or support tickets are updated.
🌐
Extend your workflow to popular business apps
Connect your ServiceM8 and WHMCS data with tools like Slack, Google Drive, or Trello to build custom multi-step pipelines.
And much more...

Who is ServiceM8 + WHMCS integration for?

ServiceM8 and WHMCS integration eliminates manual data entry between your field operations and billing systems, helping teams run more efficiently.

Operations Managers
Operations Managers
Support Teams
Support Teams
Account Managers
Account Managers
Billing Specialists
Billing Specialists
Field Dispatchers
Field Dispatchers
Finance Auditors
Finance Auditors
📈
Operations Managers
You're tracking field service jobs in ServiceM8 while billing runs through WHMCS, but mismatched client records mean your operational reports are always outdated — automating both apps means every new client and job syncs instantly and your reports stay accurate.
Support Teams
You receive support tickets in WHMCS that require immediate field service dispatch, but finding client details takes too long during rush hours — connecting these apps means ticket creation instantly surfaces client records and streamlines your response time.
🤝
Account Managers
You manage client relationships across multiple service touchpoints, but billing updates lag behind actual field completions — this integration means every completed job automatically triggers invoice creation and keeps your account statuses current.
📊
Billing Specialists
You process high volumes of invoices in WHMCS based on completed field work, but manual data transfer causes costly delays — with this integration, completed ServiceM8 jobs generate WHMCS invoices instantly without human error.
🔧
Field Dispatchers
You assign jobs based on new orders received in WHMCS, but waiting for manual handoffs slows down your crew scheduling — this integration means every new order creates a ServiceM8 job immediately so dispatching happens without delay.
📁
Finance Auditors
You rely on a complete history of paid invoices and completed jobs, but manual record-keeping leaves frustrating data gaps — automating both apps means every payment and job update logs cleanly into your systems for flawless auditing.
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 + WHMCS

Build and manage your ServiceM8 + WHMCS 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 + WHMCS 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 WHMCS?
Frequently Asked Questions
You can connect ServiceM8 to WHMCS in 1 click using ready workflows on Integrately. Choose a template, connect your accounts, and use Integrately AI if you need custom steps.
Can I automatically create WHMCS clients from ServiceM8?
Frequently Asked Questions
Can I connect ServiceM8, WHMCS, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and WHMCS?
Frequently Asked Questions
How does ServiceM8 data sync with WHMCS invoices?
Frequently Asked Questions
Can WHMCS support tickets update ServiceM8 jobs?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and WHMCS?
Frequently Asked Questions
Is the ServiceM8 and WHMCS integration free?
Frequently Asked Questions
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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 WHMCS With 1500+ Other Apps

ServiceM8
Popular ServiceM8 Integrations
Connect ServiceM8 to scheduling, mapping, and customer communication tools to optimize field operations.
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WHMCS
Popular WHMCS Integrations
Sync WHMCS with payment gateways, CRM systems, and helpdesk software to streamline billing and support.
See All
WHMCS Integrations arrow right
No popular apps found