Zoho Creator + ServiceM8 Integration

Integrate ServiceM8 to Zoho Creator in one click, or tell Integrately AI how you want each job handled. Create records, update client data, log job details, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Zoho Creator
    Record is created in Zoho Creator
  • ServiceM8
    Job invoice is sent 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
    Staff has clocked off 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
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is checked in 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
    Message is received in inbox 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
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • Zoho Creator
    Create record in Zoho Creator
  • Zoho Creator
    Get record by ID in Zoho Creator
  • Zoho Creator
    Get preview link of file in Zoho Creator
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client 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

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Ready WorkflowsReady Workflows   for Zoho Creator + ServiceM8 Integration

Capture jobs, update client records, sync status changes, alert your team, and trigger follow-ups, 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 + Zoho Creator flow

Sync service jobs to accounting tools, alert your team via messaging, and manage client documents. Pick a combination and activate it in one click.

Zoho Creator
ServiceM8
+
XeroXero (3)
+
TwilioTwilio (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Google DriveGoogle Drive (3)
+
StripeStripe (3)
+
GmailGmail (3)
S
Z
X
Create a Zoho Creator record for every new ServiceM8 job, and generate an invoice in Xero.
New ServiceM8 jobs instantly create records in Zoho Creator and draft invoices in Xero, removing manual data entry.
S
Z
X
When a Job invoice is paid in ServiceM8, create a Zoho Creator record and update the invoice in Xero.
Paid invoices in ServiceM8 update your Zoho Creator records and mark the corresponding Xero invoice as paid.
S
Z
X
Add new ServiceM8 clients to Zoho Creator and create matching contacts in Xero.
Every new client added in ServiceM8 populates Zoho Creator and registers a new contact in Xero.

Supported triggers and actions for Zoho Creator and ServiceM8

Mix and match to build the exact automation you need

Zoho Creator
Zoho Creator Triggers & Actions
Record is created in Zoho Creator
Triggers the automation when a new record is created
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Create record in Zoho Creator
Generates a new record
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Get record by ID in Zoho Creator
Retrieves a record based on its id
Try it →
Get preview link of file in Zoho Creator
Retrieves a shareable preview link for a file
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
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
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
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
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal 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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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 →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Search client in ServiceM8
Searches client by name
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
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with ServiceM8 + Zoho Creator?

Streamline your field service operations by connecting ServiceM8 events directly to custom Zoho Creator applications.

What you can automate?
🔄
Sync New Service Jobs to Custom Records Automatically
Trigger a new record in Zoho Creator the moment a new job is created in ServiceM8. Eliminate manual data entry between your field service and database tools.
📋
Capture Every Form Submission and Job Note
Map completed forms, job notes, and customer details directly into custom database fields instead of copy-pasting information by hand.
🔔
Alert Your Team Instantly When Quotes Are Accepted
Send immediate notifications to staff via messaging apps or email the second a client accepts a job quote in ServiceM8.
🔀
Route Workflows Based on Job Priority or Type
Execute different automation paths depending on specific fields submitted in your ServiceM8 forms or job statuses.
🔄
Keep Destination Records Updated as Jobs Change
Automatically update existing database entries whenever job statuses, client details, or invoice amounts are modified in ServiceM8.
🔍
Search and Update Existing Client Records
Lookup existing client profiles before creating new entries to prevent duplicate records and keep your database clean.
💰
Automate Actions on Invoice Payments and Quotations
Trigger downstream accounting or notification tasks whenever job invoices are paid or proposals are viewed in ServiceM8.
🌐
Extend Service Flows to Accounting and Messaging Apps
Connect your core ServiceM8 and Zoho Creator pipeline with tools like QuickBooks, Xero, or Gmail to build comprehensive multi-step workflows.
And much more...

Who is ServiceM8 + Zoho Creator integration for?

Operations managers, dispatchers, and finance teams eliminate manual data entry and keep service records perfectly synchronized.

Operations Managers
Operations Managers
Dispatchers
Dispatchers
Account Managers
Account Managers
Support Teams
Support Teams
Field Supervisors
Field Supervisors
Business Owners
Business Owners
📈
Operations Managers
You're reviewing field service metrics across disparate software tools, but your summary reports only update when someone manually exports job lists, so the completion counts you're tracking are always hours behind — with this integration, every completed job record lands in your custom app instantly and your operational dashboard stays current.
Dispatchers
You're coordinating field technicians and updating client statuses by hand, but booking updates get missed during peak hours, so your team finds out about scheduling changes too late — with this integration, every new job entry syncs straight to your custom workflow app and alerts go out immediately.
🤝
Account Managers
You answer to clients asking for real-time progress updates on active service tickets, but you have to check multiple platforms to find the latest status, so clients wait while you dig for information — with this integration, every service update flows directly into your tracking database and answers are always at your fingertips.
📊
Support Teams
You're handling high volumes of customer inquiries and job notes every day, but manual data entry causes backlogs that prevent your team from keeping up, so important service requests slip through the cracks — with this integration, high-volume submissions are logged automatically and customer requests are handled without delay.
🔧
Field Supervisors
You own the quality assurance phase of service delivery and depend on field staff to hand over job photos and completed forms, but paperwork delays stall your review process, so quality checks are constantly held up — with this integration, submitted job documents transfer instantly and your review queue stays active.
🗂️
Business Owners
You need a reliable audit history of all client jobs and financial transactions, but fragmented data storage leaves gaps in your company records, so reporting accuracy suffers — with this integration, every client interaction creates a complete database record and your business history remains accurate and fully intact.
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 Zoho Creator + ServiceM8

Build and manage your Zoho Creator + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho Creator + ServiceM8 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
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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 Zoho Creator?
Frequently Asked Questions
You can connect ServiceM8 to Zoho Creator instantly using 1-click automations on Integrately. Choose from ready-made templates or ask Integrately AI to build custom workflows linking ServiceM8 and Zoho Creator with apps like Xero, Twilio, QuickBooks Online, Google Drive, Stripe, and Gmail.
Can I automatically create a Zoho Creator record when a new job is created in ServiceM8?
Frequently Asked Questions
Can I connect ServiceM8, Zoho Creator, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Zoho Creator?
Frequently Asked Questions
How does ServiceM8 data sync with Zoho Creator?
Frequently Asked Questions
Can I update custom Zoho Creator records when job statuses change in ServiceM8?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Zoho Creator?
Frequently Asked Questions
Is the ServiceM8 and Zoho Creator integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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Want to automate something else in your workflow?

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