Zoho Invoice + ServiceM8 Integration

Integrate ServiceM8 to Zoho Invoice in one click, or tell Integrately AI how you want each job handled. Track completed work, generate invoices, update client records, and notify your finance team automatically.

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1.
  • Zoho Invoice
    Invoice is created in Zoho Invoice Instant
  • Zoho Invoice
    Customer is created in Zoho Invoice Instant
  • Zoho Invoice
    Item is created in Zoho Invoice Instant
  • Zoho Invoice
    Contact person is created in Zoho Invoice
  • Zoho Invoice
    Project is created in Zoho Invoice Instant
  • Zoho Invoice
    Estimate is created in Zoho Invoice Instant
  • ServiceM8
    Job review is received 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
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Proposal is sent 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
    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 Invoice
    Update invoice in Zoho Invoice
  • Zoho Invoice
    Search invoice by email in Zoho Invoice
  • Zoho Invoice
    Create invoice in Zoho Invoice
  • Zoho Invoice
    Create contact in Zoho Invoice
  • Zoho Invoice
    Search contact in Zoho Invoice
  • Zoho Invoice
    Create new estimate in Zoho Invoice
  • Zoho Invoice
    Create new item in Zoho Invoice
  • Zoho Invoice
    Get invoice by ID in Zoho Invoice
  • Zoho Invoice
    Create contact person in Zoho Invoice
  • 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

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Ready WorkflowsReady Workflows ย  for Zoho Invoice + ServiceM8 Integration

Create invoices, add clients, log payments, alert your team, and send follow-ups, all in just one click.

Sorry, we donโ€™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 Invoice flow

Connect billing, messaging, and storage tools to handle client communication and document management after your core pair runs. Pick a combination and activate it in one click.

Zoho Invoice
ServiceM8
+
Google CalendarGoogle Calendar (3)
+
StripeStripe (3)
+
XeroXero (3)
+
TwilioTwilio (3)
+
SlackSlack (3)
+
Google DriveGoogle Drive (3)
S
Z
G
Create a Google Calendar event for every new job in ServiceM8, and generate an invoice in Zoho Invoice
New ServiceM8 jobs instantly appear on your Google Calendar while creating a draft invoice in Zoho Invoice, keeping your schedule and billing aligned.
S
Z
G
When a ServiceM8 job is completed, update the Google Calendar event and create a final invoice in Zoho Invoice
Completed jobs in ServiceM8 update your Google Calendar schedule and generate your Zoho Invoice billing records automatically.
S
C
G
Z
Use ChatGPT to summarise ServiceM8 job notes, add the summary to Google Calendar, and create a Zoho Invoice record
Use ChatGPT to process ServiceM8 job notes before updating your Google Calendar description and generating a Zoho Invoice record.

Supported triggers and actions for Zoho Invoice and ServiceM8

Mix and match to build the exact automation you need

Zoho Invoice
Zoho Invoice Triggers & Actions
Instant
Invoice is created in Zoho Invoice
Triggers the automation when any invoice is added or modified
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Instant
Customer is created in Zoho Invoice
Triggers the automation when a new customer is created
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Instant
Item is created in Zoho Invoice
Triggers the automation when a new item is created
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Contact person is created in Zoho Invoice
Triggers the automation when a new contact person is created
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Instant
Project is created in Zoho Invoice
Triggers the automation when a new project is created
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Instant
Estimate is created in Zoho Invoice
Triggers the automation when a new estimate is created
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Update invoice in Zoho Invoice
Updates an invoice
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Search invoice by email in Zoho Invoice
Searches for an invoice using email address
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Create invoice in Zoho Invoice
Generates invoices for sales transactions
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Create contact in Zoho Invoice
Adds a new contact to the database
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Search contact in Zoho Invoice
Finds and retrieves contact information
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Create new estimate in Zoho Invoice
Creates a new estimate
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Create new item in Zoho Invoice
Creates a new item
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Get invoice by ID in Zoho Invoice
Retrieves a invoice using its id
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Create contact person in Zoho Invoice
Adds a new contact person to the database
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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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 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
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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 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
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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 quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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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 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
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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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
Try it โ†’
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it โ†’
Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it โ†’
Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
Try it โ†’
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it โ†’
Search client in ServiceM8
Searches client by name
Try it โ†’
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it โ†’
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it โ†’
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it โ†’
Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
Try it โ†’
Create a job in ServiceM8
Creates a new job
Try it โ†’
Create a client in ServiceM8
Creates a new client record
Try it โ†’

What can you automate with ServiceM8 + Zoho Invoice?

Streamline your service management and invoicing workflows by connecting ServiceM8 and Zoho Invoice automatically.

What you can automate?
๐Ÿงพ
Generate invoices from completed jobs
Create a Zoho Invoice billing record automatically the moment a technician marks a job as completed in ServiceM8. Manual data entry is eliminated from your billing pipeline.
๐Ÿ“‹
Capture every submitted form field
Map all available ServiceM8 form submissions and job details directly into Zoho Invoice items and contact fields. Your financial records capture complete site data.
๐Ÿ””
Alert your team instantly on payment
Notify your finance channel or billing staff the second a job invoice is paid in ServiceM8 or updated in Zoho Invoice. Keep everyone aligned on revenue milestones.
๐Ÿ”€
Route estimates based on quote status
Trigger different actions in Zoho Invoice depending on whether a ServiceM8 job quote is accepted or declined. Handle client responses dynamically without manual sorting.
๐Ÿ”„
Keep client profiles up to date
Automatically update contact information in Zoho Invoice whenever a company or client record changes in ServiceM8. Customer directories remain accurate everywhere.
๐Ÿ”
Search and prevent duplicate contacts
Search existing contacts in Zoho Invoice before creating new billing profiles from ServiceM8 client additions. Maintain a clean and organized customer database.
โฑ๏ธ
Handle later job status changes
Update invoice statuses in Zoho Invoice when job milestones change in ServiceM8, from scheduled visits and quote approvals to completed work and final payments.
๐Ÿ”Œ
Extend your workflow to Slack
Connect your ServiceM8 and Zoho Invoice core automation to Slack so your team receives instant updates whenever new jobs, quotes, or invoices are processed.
And much more...

Who is ServiceM8 + Zoho Invoice integration for?

Connecting ServiceM8 and Zoho Invoice eliminates manual data entry between your field operations and billing, ensuring financial records stay accurate and up to date.

Finance managers
Finance managers
Operations supervisors
Operations supervisors
Account managers
Account managers
Dispatch coordinators
Dispatch coordinators
Billing specialists
Billing specialists
Operations directors
Operations directors
๐Ÿ“ˆ
Finance managers
You're reviewing revenue reports but your billing logs only update when someone manually exports completed jobs, so the invoice counts you're forecasting against are always a few hours behind โ€” automating both apps means every completed job generates an invoice instantly and your financial data stays current.
๐Ÿšจ
Operations supervisors
You manage field staff schedules but find out about delayed invoicing too late to resolve cash flow bottlenecks โ€” integrating these apps means every job status change triggers billing updates immediately and your team acts with total clarity.
๐Ÿ‘ฅ
Account managers
You answer to clients who want to see job progress and corresponding invoices without waiting for end-of-month statements โ€” connecting these apps means every accepted quote and completed service updates your billing records instantly.
๐Ÿ“ฆ
Dispatch coordinators
The volume of daily service calls is too high for anyone to keep customer profiles and invoices synchronized by hand โ€” automating both apps means every new client and job creation syncs customer data across your systems without manual re-typing.
๐Ÿค
Billing specialists
You own the invoicing process and depend on field technicians to hand over job notes before you can bill clients โ€” this integration means every completed service triggers invoice creation automatically so your billing cycle runs without friction.
๐Ÿ—‚๏ธ
Operations directors
You need a reliable history of service execution and payment records but keep finding gaps between field notes and accounting entries โ€” automating both apps means every transaction is logged accurately and your audit trail remains complete.
Our team

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Why choose Integrately to automate Zoho Invoice + ServiceM8

Build and manage your Zoho Invoice + 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 Invoice + 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 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?

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Frequently Asked Questions

How do I connect ServiceM8 to Zoho Invoice?
Frequently Asked Questions
You can connect ServiceM8 to Zoho Invoice in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build your automation, connecting tools like Slack, Google Drive, and Stripe effortlessly.
Can I automatically create invoices in Zoho Invoice when a job is completed in ServiceM8?
Frequently Asked Questions
Can I connect ServiceM8, Zoho Invoice, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Zoho Invoice?
Frequently Asked Questions
How do client updates sync between ServiceM8 and Zoho Invoice?
Frequently Asked Questions
Can I track job quotes and estimates across ServiceM8 and Zoho Invoice?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the ServiceM8 and Zoho Invoice integration free?
Frequently Asked Questions
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