ServiceM8 + Zoom Integration

Integrate ServiceM8 to Zoom in one click, or tell Integrately AI how you want each job handled. Schedule meetings, notify your team, update client records, and track every customer interaction automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Job video is added 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
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid 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
    Job badge is removed 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
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
  • Zoom
    Configure webhook in Zoom Instant
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
  • Zoom
    Create Webinar Registrant in Zoom
  • Zoom
    Create Meeting Registrant in Zoom
  • Zoom
    Create Meeting in Zoom
  • Zoom
    Create Webinar in Zoom

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready WorkflowsReady Workflows   for ServiceM8 + Zoom Integration

Schedule meetings for new jobs, update client details, alert your team, and track service history, 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 + Zoom flow

Streamline scheduling by linking financial records, team communications, and calendar updates to your core setup. Pick a combination and activate it in one click.

ServiceM8
Zoom
+
Google CalendarGoogle Calendar (4)
+
GmailGmail (4)
+
XeroXero (4)
+
StripeStripe (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
S
G
Z
Schedule a Google Calendar event for every new ServiceM8 job, and create a Zoom meeting
New ServiceM8 jobs appear instantly in Google Calendar with a scheduled Zoom meeting attached, ensuring your team never misses an appointment.
S
G
Z
Add accepted ServiceM8 quotes to Google Calendar and set up a Zoom client consultation
Accepted ServiceM8 quotes automatically generate Google Calendar slots and Zoom meetings so client onboarding runs smoothly.
S
G
Z
Update Google Calendar when a ServiceM8 job status changes, and generate a Zoom meeting link
Status updates in ServiceM8 adjust Google Calendar events and provision fresh Zoom meeting links without manual intervention.
S
G
Z
Create Google Calendar entries for new ServiceM8 company profiles and schedule introductory Zoom webinars
New company profiles in ServiceM8 trigger Google Calendar entries and set up Zoom webinar registrations for onboarding.

Supported triggers and actions for ServiceM8 and Zoom

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
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
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 invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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 badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
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
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
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
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →
Zoom
Zoom Triggers & Actions
Instant
Configure webhook in Zoom
Try it →
Create Webinar Registrant in Zoom
Register a new participant
Try it →
Create Meeting Registrant in Zoom
Adds new registrants to a meeting registration list
Try it →
Create Meeting in Zoom
Schedule a meeting
Try it →
Create Webinar in Zoom
Generates and schedule webinars for online presentations
Try it →

What can you automate with ServiceM8 + Zoom?

Connect your service management and video conferencing workflows to eliminate manual scheduling and client communication delays.

What you can automate?
🚀
Automate meeting creation for every new service job
Trigger a scheduled Zoom meeting the moment a new job is created in ServiceM8 so your team is always ready for client consultations.
📝
Capture every submitted field from customer forms
Map all submitted form data from ServiceM8 directly into your meeting notes and client records without manual copy-pasting.
🔔
Alert your team instantly when quotes are accepted
Notify staff in real-time when a job quote is accepted in ServiceM8 while simultaneously provisioning the required Zoom meeting room.
🔀
Route meetings based on submitted job types
Configure automated branching so specific service requests generate tailored Zoom webinars or standard meetings dynamically.
🔄
Keep schedules synchronized as job statuses change
Automatically update Zoom meeting schedules and calendar entries whenever a job status is modified in ServiceM8.
🛡️
Prevent duplicate records during client onboarding
Search existing client profiles in ServiceM8 before generating new Zoom meeting registrants to keep your database clean.
💼
Manage status changes from quotation to completion
Trigger automated follow-up meetings or client notifications the moment a job is marked as completed in ServiceM8.
🔌
Extend your workflow to messaging and calendar apps
Connect ServiceM8 and Zoom with Slack, Google Calendar, or Gmail to build comprehensive multi-step operational pipelines.
And much more...

Who is ServiceM8 + Zoom integration for?

Operations teams, field service supervisors, and client success managers automate job scheduling and video meetings to keep service delivery running without manual bottlenecks.

Operations Managers
Operations Managers
Field Service Supervisors
Field Service Supervisors
Client Success Teams
Client Success Teams
Dispatch Coordinators
Dispatch Coordinators
Field Technicians
Field Technicians
Service Administrators
Service Administrators
📈
Operations Managers
You review operational metrics and scheduling efficiency every week, but manual data entry leaves your dashboard reports outdated — with this integration, every new job and Zoom meeting syncs instantly and your numbers stay accurate.
Field Service Supervisors
You need to dispatch field technicians and coordinate client video calls rapidly, but manual scheduling causes constant delays — with this integration, every job creation automatically schedules the right Zoom meeting without friction.
🤝
Client Success Teams
You answer to clients requesting immediate project updates and virtual meetings, but hunting for meeting links wastes valuable hours — with this integration, every client consultation is scheduled automatically upon quote acceptance.
📋
Dispatch Coordinators
The volume of service bookings and consultation requests is too high for your team to handle manually, leading to missed appointments — with this integration, every booking instantly provisions its required Zoom room.
🛠️
Field Technicians
You depend on upstream office staff to hand over job details and video links before visiting clients, but communication gaps leave you guessing — with this integration, every job update populates meeting schedules instantly.
🗂️
Service Administrators
You need a reliable audit trail of every client meeting tied to service jobs, but manual record-keeping leaves persistent gaps — with this integration, every job lifecycle event logs its corresponding Zoom session automatically.
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 + Zoom

Build and manage your ServiceM8 + Zoom 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 + Zoom 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect ServiceM8 to Zoom?
Frequently Asked Questions
You can connect ServiceM8 to Zoom in 1-click using ready-made automations on Integrately, or ask Integrately AI to build the automation and map the fields. You can also link apps like Slack, Google Calendar, and Gmail.
Can I automatically schedule Zoom meetings when a new job is created in ServiceM8?
Frequently Asked Questions
Can I connect ServiceM8, Zoom, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Zoom?
Frequently Asked Questions
How does ServiceM8 handle job updates with Zoom meetings?
Frequently Asked Questions
Can I manage Zoom webinar registrants from ServiceM8 quotes?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Zoom?
Frequently Asked Questions
Is the ServiceM8 and Zoom integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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 Zoom With 1500+ Other Apps

ServiceM8
Popular ServiceM8 Integrations
Connect ServiceM8 to CRMs, accounting tools, and scheduling platforms to manage your field workforce efficiently.
See All
ServiceM8 Integrations arrow right
No popular apps found
Zoom
Popular Zoom Integrations
Sync Zoom with calendar, messaging, and webinar tools to streamline your virtual meetings and collaboration workflows.
See All
Zoom Integrations arrow right
No popular apps found