STEP 1
Connect ActiveCollab and ServiceMonster
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
ActiveCollab and ServiceMonster Integration
Connect ActiveCollab and ServiceMonster to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about ActiveCollab and ServiceMonster
Detailed info you need to know about ActiveCollab and ServiceMonster integrations in WEXTL. Explore which modules apps support and how you connect them.
ActiveCollab
Project management for tasks, collaboration, and team workloads. [5]
ServiceMonster
Field service management for scheduling jobs, sites, and mobile crews. [6]
How to connect ActiveCollab to ServiceMonster
Set up your ActiveCollab and ServiceMonster integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected ActiveCollab and ServiceMonster nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between ActiveCollab and ServiceMonster. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ActiveCollab and ServiceMonster work in WEXTL?
WEXTL exposes actions and triggers for ActiveCollab and ServiceMonster that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
ActiveCollab triggersServiceMonster actions
ActiveCollab modules
- Archive a CompanyArchives a company, making it inactive and preserving its information for future reference or audit purposes.
- Archive a UserArchives a user in the system.
- Cancel an InvoiceCancels an existing invoice in the system.
- Create a CompanyCreates a new company record.
- Create a PaymentCreates a payment in the system.
- Create a ProjectCreates a new project in the specified service.
- Create a UserCreates a new user in the system.
- Create an InvoiceCreates an invoice in the system.
- Delete a PaymentDeletes a payment from the system.
- Delete a UserDeletes a user from the database.
- Delete an InvoiceDeletes a specific invoice from the service.
- Duplicate an InvoiceDuplicates an existing invoice within the system.
- Export an InvoiceExports an invoice in PDF format.
- Export Invoice ReportExports an invoice report to the specified format or location.
- Get a CompanyRetrieves details of a specific company.
- Get a ProjectRetrieves information about a specific project.
- Get a UserRetrieves a user from the service by user ID.
- Get an InvoiceRetrieves the details of a specific invoice from the service.
- Get Invoice Private NotesRetrieves private notes associated with a specific invoice.
- List Archived InvoicesRetrieves a list of archived invoices.
- List CompaniesRetrieves a list of all companies.
- List CompaniesRetrieves a list of companies from the service.
- List Company InvoicesRetrieves a list of invoices for a company.
- List InvoicesRetrieves a list of invoices from the service.
- List PaymentsRetrieves a list of payments.
- List ProjectsRetrieves a list of projects.
- List UsersRetrieves a list of all users.
- List UsersRetrieves a list of users from the service.
- Make an API CallMakes an arbitrary API call.
- Remove a Client from a ProjectRemoves a specified client from an existing project.
- Run Invoice ReportGenerates an invoice report based on the specified criteria.
- Send an InvoiceSends an invoice to a specified recipient.
- Trash a CompanyDeletes a company record from the database.
- Update a PaymentUpdates a payment with the specified details.
- Update a ProjectUpdates a project with new details or changes in the service.
- Update a UserUpdates a user's profile information.
- Update an InvoiceUpdates an invoice with new details or information.
- Watch CompaniesTriggers when a new company is added or an existing company is updated.
- Watch InvoicesTriggers when an invoice is created or updated.
- Watch PaymentsTriggers when a payment is made or updated.
- Watch ProjectsTriggers when a new project is created or updated.
- Watch UsersTriggers when a user event occurs.
ServiceMonster modules
- Create a JobCreates a new service job for a customer.
- Create a NoteCreates a note in the specified service.
- Create a SiteCreates a new site within the specified platform or service.
- Create a TaskCreates a new task in the specified project or task list.
- Create an EmployeeAdds a new employee to the system.
- Create an OrderCreates an order in the system with specified details.
- Delete a JobDeletes a job in the system.
- Delete a SiteDeletes a site within the specified service.
- Delete a TaskDeletes a task using the specified parameters.
- Delete an EmployeeDeletes an employee from the system.
- Delete an OrderDeletes an order from the specified service.
- Get a JobRetrieves a job from the system.
- Get a NoteRetrieves a note from the service.
- Get a SiteRetrieves information about a specific site.
- Get a TaskRetrieves information about a specific task.
- Get an EmployeeRetrieves an employee based on the provided ID.
- Get an OrderRetrieves an order.
- Get EmployeesRetrieves all employees from the service.
- Get JobsRetrieves all jobs.
- Get NotesRetrieves all notes.
- Get OrdersRetrieves all orders.
- Get TasksRetrieves all tasks.
- List SitesRetrieves all sites.
- Make an API CallPerforms an arbitrary authorized API call.
- Update a JobUpdates a job's details.
- Update a SiteUpdates a specific site with new or modified information.
- Update a TaskUpdates a task with new information provided.
- Update an EmployeeUpdates an employee's details in the system.
- Update an OrderUpdates an order based on the provided details.
- Watch EmployeesTriggers when a new employee is added.
- Watch EventsTriggers when a new event occurs.
- Watch JobsTriggers when a new job is posted or updated.
- Watch NotesTriggers when a new note is created.
- Watch OrdersTriggers when a new order is created.
- Watch SitesTriggers when a new site is detected.
- Watch TasksTriggers when a new task is created or an existing task is updated.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with ActiveCollab and ServiceMonster integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting ActiveCollab and ServiceMonster.
Connect your ActiveCollab and ServiceMonster accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when ActiveCollab's "Watch Companies" fires, WEXTL can "Create a Job" in ServiceMonster. ActiveCollab has 5 triggers (including Watch Companies, Watch Invoices, and Watch Payments); ServiceMonster has 29 actions (including Create a Job, Create a Note, and Create a Site). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. ActiveCollab-to-ServiceMonster automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment ActiveCollab (or ServiceMonster) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your ActiveCollab + ServiceMonster automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the ActiveCollab and ServiceMonster integration.
- ActiveCollab and ServiceMonster integration source code, module specs and credentials implementation.
- Our ActiveCollab and ServiceMonster integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ActiveCollab and ServiceMonster — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- ActiveCollab integration information
- ServiceMonster integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library