ServiceM8 + Xero Integration

Integrate ServiceM8 to Xero in one click, or tell Integrately AI how you want each job handled. Create sales invoices from completed jobs, sync contact records, track payments, and update your financial books automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note 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
  • Xero
    Contact is created/updated in Xero
  • Xero
    Contact (supplier) in Xero
  • Xero
    Sales Invoice is created/updated in Xero
  • Xero
    Expense claim receipt is created/updated in Xero
  • Xero
    Payment is created/updated in Xero
  • Xero
    Quote is created/updated in Xero
  • Xero
    Account is created/updated in Xero
  • Xero
    Item is created/updated in Xero
  • Xero
    Purchase Order is created/updated in Xero
  • Xero
    Bill is created/updated in Xero
  • Xero
    Bank Transfer is created in Xero
  • Xero
    Bank Transaction is created/updated in Xero
  • Xero
    User is created/updated in Xero
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2.
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8
  • Xero
    Search item by name in Xero
  • Xero
    Get online invoice URL in Xero
  • Xero
    Update invoice items in Xero
  • Xero
    Add attachment to purchase order in Xero
  • Xero
    Add attachment to contact in Xero
  • Xero
    Create item code in Xero
  • Xero
    Create project in Xero
  • Xero
    Add attachment to invoice in Xero
  • Xero
    Create task in Xero
  • Xero
    Create sales invoice in Xero
  • Xero
    Create sales invoice for existing contact in Xero
  • Xero
    Search sales invoice in Xero
  • Xero
    Get sales invoice by id in Xero
  • Xero
    Create contact in Xero
  • Xero
    Search contact by email address in Xero
  • Xero
    Search contact by name in Xero
  • Xero
    Update contact in Xero
  • Xero
    Search contact by account number in Xero
  • Xero
    Create payment in Xero
  • Xero
    Create quote in Xero
  • Xero
    Create bill in Xero
  • Xero
    Create purchase order in Xero
  • Xero
    Add items to existing sales invoice in Xero
  • Xero
    Send sales invoice by email in Xero
  • Xero
    Search item in Xero
  • Xero
    Create bank transfer in Xero
  • Xero
    Create credit note in Xero
  • Xero
    Create bank transaction in Xero
  • Xero
    Search account in Xero

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Ready WorkflowsReady Workflows ย  for ServiceM8 + Xero Integration

Generate sales invoices from completed jobs, sync client details, record payments, and update accounting records, all in just one click.

Sorry, we donโ€™t have a ready workflow for this combination yet.
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Connect more apps to your ServiceM8 + Xero flow

Connect customer communication, payment reminders, and scheduling tools to your core workflow. Pick a combination and activate it in one click.

ServiceM8
Xero
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
TwilioTwilio (3)
S
X
G
When a new job is created in ServiceM8, create a sales invoice in Xero and schedule an event in Google Calendar.
New ServiceM8 jobs immediately generate a Xero sales invoice and add a corresponding event in Google Calendar, keeping your team aligned on scheduling and billing.
S
X
G
When a job quote is accepted in ServiceM8, create a project in Xero and update the event in Google Calendar.
Accepted ServiceM8 quotes automatically create a project in Xero and update your Google Calendar schedule, ensuring seamless project kickoff and tracking.
S
X
G
When a job is completed in ServiceM8, send a sales invoice by email in Xero and log the completion in Google Calendar.
Completed ServiceM8 jobs trigger an immediate sales invoice email from Xero while updating Google Calendar, keeping clients billed and calendars accurate.

Supported triggers and actions for ServiceM8 and Xero

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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 badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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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 review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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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
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
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Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Search client in ServiceM8
Searches client by name
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
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Xero
Xero Triggers & Actions
Contact is created/updated in Xero
Triggers the automation when a contact is created or updated
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Contact (supplier) in Xero
Triggers the automation when a supplier contact is created or updated
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Sales Invoice is created/updated in Xero
Triggers the automation when a sales invoice is created or updated
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Expense claim receipt is created/updated in Xero
Triggers the automation when any expense claim receipt is created or updated
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Payment is created/updated in Xero
Triggers the automation when a payment is created or updated
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Quote is created/updated in Xero
Triggers the automation when a quote is created or updated
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Account is created/updated in Xero
Triggers the automation when an account is created or updated
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Item is created/updated in Xero
Triggers the automation when an item is created or updated
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Purchase Order is created/updated in Xero
Triggers the automation when a purchase order is created or updated
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Bill is created/updated in Xero
Triggers the automation when a new bill is created or updated
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Bank Transfer is created in Xero
Triggers the automation when a bank transfer occurs
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Bank Transaction is created/updated in Xero
Triggers the automation when a bank transaction is created or updated
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User is created/updated in Xero
Triggers the automation when a user is created or updated
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Search item by name in Xero
Locates and retrieves particular item information
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Get online invoice URL in Xero
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Update invoice items in Xero
Updates the items in an invoice
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Add attachment to purchase order in Xero
Uploads and attach files to purchase orders
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Add attachment to contact in Xero
Attach files or documents to contact profiles
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Create item code in Xero
Generates new unique item code
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Create project in Xero
Creates a new project
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Add attachment to invoice in Xero
Attach files to generated invoices for easy reference
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Create task in Xero
Creates a new task
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Create sales invoice in Xero
Generates a new sales invoice with pre-filled details
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Create sales invoice for existing contact in Xero
Generates a new sales invoice for an existing contact
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Search sales invoice in Xero
Searches for a sales invoice
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Get sales invoice by id in Xero
Retrieves a sales invoice using the unique invoice id
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Create contact in Xero
Adds a new contact to the database
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Search contact by email address in Xero
Finds and retrieves contact information using their email address
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Search contact by name in Xero
Finds information about a contact using the name
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Update contact in Xero
Updates contact information with new details
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Search contact by account number in Xero
Retrieves contact information based on the provided account number
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Create payment in Xero
Generates and process a payment transaction
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Create quote in Xero
Generates a new quote with pre-filled information
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Create bill in Xero
Generates a new bill for the customer
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Create purchase order in Xero
Generates a purchase order for approved requests
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Add items to existing sales invoice in Xero
Adds selected items to an existing sales invoice
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Send sales invoice by email in Xero
Sends a sales invoice by email
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Search item in Xero
Locates and retrieves particular item information
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Create bank transfer in Xero
Initiates a bank transfer
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Create credit note in Xero
Generates a credit note for returned items
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Create bank transaction in Xero
Generates a bank transaction
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Search account in Xero
Searches for account information
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What can you automate with ServiceM8 + Xero?

Streamline your entire service-to-invoice workflow by connecting ServiceM8 and Xero.

What you can automate?
๐Ÿงพ
Generate Xero invoices from completed ServiceM8 jobs
Automatically create sales invoices in Xero the moment a job is marked completed in ServiceM8, eliminating manual billing delays.
๐Ÿ“ฅ
Capture every submitted client field
Map all available client and job details from ServiceM8 into your Xero contact records without leaving gaps in your customer database.
๐Ÿ””
Notify your team on job completion
Alert your finance and operations channels immediately when jobs finish or invoices are paid so everyone stays informed.
๐Ÿ”€
Route records based on job attributes
Create specific invoice types or projects in Xero depending on the job category or client tier submitted in ServiceM8.
๐Ÿ”„
Keep financial records updated as jobs change
Update existing Xero invoices and contact records automatically whenever job details or statuses change in ServiceM8.
๐Ÿ”
Prevent duplicate records with smart search
Search existing contacts in Xero before creating new entries to keep your database clean and free of duplicate accounts.
๐Ÿ’ณ
Handle payments and status updates seamlessly
Record payments and update invoice statuses across both platforms the moment transactions clear or invoices are settled.
๐Ÿ”Œ
Extend your workflow to external apps
Connect your core ServiceM8 and Xero workflow to messaging tools, calendars, or payment gateways for complete operational coverage.
And much more...

Who is ServiceM8 + Xero integration for?

ServiceM8 and Xero integration helps service business owners, accountants, and field operations teams eliminate manual data entry and keep financial records perfectly aligned with fieldwork.

Accountants and financial controllers
Accountants and financial controllers
Field service managers
Field service managers
Client account managers
Client account managers
Operations dispatchers
Operations dispatchers
Billing specialists
Billing specialists
Business owners
Business owners
๐Ÿ“ˆ
Accountants and financial controllers
You rely on accurate figures for financial reporting, but manual invoice creation leaves your books lagging behind completed fieldwork โ€” this integration means every completed ServiceM8 job generates a Xero sales invoice instantly and your financial statements stay up to date.
โšก
Field service managers
You need to dispatch teams and bill clients without delay, but paperwork bottlenecks stall your billing cycle โ€” connecting these apps means invoices are generated automatically the moment a job is completed and your cash flow moves faster.
๐Ÿค
Client account managers
You answer to clients asking for billing status and project updates, but tracking down paperwork wastes valuable hours โ€” automating both apps means payment statuses and invoices are always visible so you can answer client inquiries immediately.
๐Ÿ”„
Operations dispatchers
You handle high volumes of daily service calls and customer accounts, but manual data entry causes duplicate records and missing entries โ€” this integration means every new client and job flows directly into your accounting software without human error.
๐Ÿ“‹
Billing specialists
You depend on field staff to hand over job sheets before you can invoice, leading to delayed collections โ€” connecting these apps means accepted quotes and completed jobs trigger invoice creation in Xero immediately.
๐Ÿ—‚๏ธ
Business owners
You need a complete and reliable history of your business revenue and job costs, but fragmented systems create audit gaps โ€” automating both apps means your ServiceM8 operations and Xero financials remain perfectly synchronized.
Our team

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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 + Xero

Build and manage your ServiceM8 + Xero 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 + Xero 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 โ€” 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect ServiceM8 to Xero?
Frequently Asked Questions
You can connect ServiceM8 to Xero in 1 click using ready-made templates on Integrately. Select your workflow, link your accounts, and let Integrately AI configure the setup.
Can I automatically create Xero sales invoices when a ServiceM8 job is completed?
Frequently Asked Questions
Can I connect ServiceM8, Xero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Xero?
Frequently Asked Questions
How are new clients synced between ServiceM8 and Xero?
Frequently Asked Questions
Can I track job invoice payments between ServiceM8 and Xero?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Xero?
Frequently Asked Questions
Is the ServiceM8 and Xero integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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ServiceM8
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