ServiceM8 + WPForms Integration

Integrate ServiceM8 to WPForms in one click, or tell Integrately AI how you want each submission handled. Capture lead details, create jobs and clients in ServiceM8, notify your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Staff has clocked off 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 video is added in ServiceM8 Instant
  • ServiceM8
    Job is checked in 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 invoice is sent 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
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid 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
  • WPForms
    Form is submitted in WPForms Instant
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2.

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Ready WorkflowsReady Workflows   for ServiceM8 + WPForms Integration

Capture submissions, create ServiceM8 jobs, add clients, update records, and notify your team, 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 + WPForms flow

Streamline your operations by connecting your form submissions and field service jobs to the rest of your business software. Pick a combination and activate it in one click.

ServiceM8
WPForms
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TwilioTwilio (3)
W
S
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Add every WPForms form submission to ServiceM8, and log the details in Google Sheets
Every WPForms submission creates a new job in ServiceM8 and logs the details in Google Sheets instantly, eliminating manual data entry.
W
S
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When a new client is added in ServiceM8 from a WPForms submission, log their contact info in Google Sheets
New clients created in ServiceM8 from WPForms submissions appear in Google Sheets automatically for easy tracking.
S
W
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When a ServiceM8 job is completed, update the matching Google Sheets row with the status
Completed ServiceM8 jobs automatically update your Google Sheets tracking log so project records stay accurate.
W
S
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Use ChatGPT to summarise every WPForms submission, create a ServiceM8 job, and log the summary in Google Sheets
ChatGPT summarises incoming WPForms submissions before creating a ServiceM8 job and saving the notes in Google Sheets.

Supported triggers and actions for ServiceM8 and WPForms

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
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
Try it →
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
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
Try it →
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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
Try it →
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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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
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Create a job in ServiceM8
Creates a new job
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →
WPForms
WPForms Triggers & Actions
Instant
Form is submitted in WPForms
Triggers the automation when a form is filled
Try it →
No action is available

What can you automate with ServiceM8 + WPForms?

Turn website form submissions into fully scheduled field service jobs and keep your entire business workflow synchronized.

What you can automate?
🚀
Turn every form submission into a job
Capture prospect details through WPForms and automatically create a new job or client in ServiceM8 the second the form is submitted. Eliminate manual re-typing and speed up your response times.
📝
Capture every submitted form field
Map all custom form questions, service requirements, and contact details from WPForms directly into ServiceM8 job notes and custom fields. Ensure your field team has complete context before dispatch.
🔔
Alert your team the moment a lead arrives
Notify your dispatchers and operations staff instantly on Slack or via email whenever a new WPForms submission creates a ServiceM8 job. Keep everyone aligned on incoming work.
🔀
Route jobs based on form answers
Set conditional rules so that specific WPForms selections create high-priority jobs in ServiceM8 while standard inquiries are routed to routine queues. Automatically match work urgency to your team.
🔄
Keep client records updated continuously
Automatically update existing ServiceM8 client profiles whenever a returning customer submits a new inquiry through WPForms. Keep your contact database accurate and deduplicated.
🔍
Search and match existing clients
Check whether a customer already exists in ServiceM8 using form email data before creating a new profile. Prevent duplicate client entries and maintain clean records.
💳
Handle later job status changes
Trigger automated follow-ups, accounting syncs, or customer notifications when a ServiceM8 job is completed, a quote is accepted, or an invoice is paid.
📊
Extend your workflow to Google Sheets
Send every WPForms submission and ServiceM8 job detail straight into Google Sheets for comprehensive reporting, performance analysis, and record archiving.
And much more...

Who is ServiceM8 + WPForms integration for?

Service businesses and WordPress site owners connect WPForms and ServiceM8 to eliminate manual data entry and streamline job dispatching.

Operations managers
Operations managers
Service dispatchers
Service dispatchers
Client account managers
Client account managers
Business owners
Business owners
Field technicians
Field technicians
Administrative staff
Administrative staff
📈
Operations managers
You're overseeing dozens of service requests arriving through website forms every day, but your scheduling board only updates when someone manually copies details across, so your dispatch queue is always lagging — with this integration, every new form submission creates a ServiceM8 job instantly and your operations stay current.
Service dispatchers
You need to assign field staff the moment a customer submits an inquiry, but delayed handoffs leave technicians waiting and customers frustrated — automating both apps means incoming WPForms entries turn into ServiceM8 jobs instantly, letting your team dispatch resources without delay.
🤝
Client account managers
You answer to clients who expect rapid confirmation after submitting a service request, but manual data transfer causes frustrating communication gaps — connecting these apps means every form submission generates a job and triggers instant confirmations, keeping your clients informed from the start.
📋
Business owners
Your lead volume is growing faster than your admin staff can keep up with manual data entry between your website and field software, risking missed jobs and lost revenue — automating both apps means every submission flows straight into ServiceM8 without human error or delay.
🔧
Field technicians
You rely on accurate job details and prompt scheduling updates from the office to do your work on-site, but missing information slows down your daily routes — with this integration, every WPForms submission populates ServiceM8 with complete client and job data before you arrive.
🗂️
Administrative staff
You spend hours every week re-typing form submissions from your WordPress site into ServiceM8 and creating customer records by hand, leaving gaps in your history — this integration means every submission and client record is created automatically with zero manual effort.
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 + WPForms

Build and manage your ServiceM8 + WPForms 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 + WPForms 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ServiceM8 to WPForms?
Frequently Asked Questions
You can connect ServiceM8 to WPForms instantly using Integrately. Choose from 20 million+ ready automation templates or ask Integrately AI to build the workflow and map the fields for you in 1-click.
Can I automatically create a ServiceM8 job when a WPForms form is submitted?
Frequently Asked Questions
Can I connect ServiceM8, WPForms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and WPForms?
Frequently Asked Questions
How are client details handled between WPForms and ServiceM8?
Frequently Asked Questions
Can I trigger workflows when a form is completed in WPForms?
Frequently Asked Questions
Do I need coding skills to set up ServiceM8 and WPForms integrations?
Frequently Asked Questions
Is the ServiceM8 and WPForms integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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