STEP 1
Connect ClickUp and ServiceM8
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
ClickUp and ServiceM8 Integration
Keep ClickUp and ServiceM8 in sync by integrating their events and actions. When project management events happen in ClickUp, update the ServiceM8 automatically - without any line of code in visual workflow builder.
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Learn about ClickUp and ServiceM8
Detailed info you need to know about ClickUp and ServiceM8 integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect ClickUp to ServiceM8
Set up your ClickUp and ServiceM8 integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected ClickUp and ServiceM8 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 ClickUp and ServiceM8. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between ClickUp and ServiceM8 work in WEXTL?
WEXTL exposes actions and triggers for ClickUp and ServiceM8 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.
ClickUp triggersServiceM8 actions
ClickUp modules
- Add DependencyAdds a new dependency.
- Add Guest to FolderAdds guest to folder.
- Add Guest to ListAdds guest to list.
- Add Guest to TaskAdds guest to task.
- Add Task LinkAdds task link.
- Add Task to ListAdds task to list.
- Audit LogRetrieves the workspace audit log.
- Create Chat ChannelCreates chat channel.
- Create Chat MessageCreates chat message.
- Create Chat ReactionCreates chat reaction.
- Create Chat View CommentCreates chat view comment.
- Create ChecklistCreates a new checklist.
- Create Checklist ItemCreates checklist item.
- Create Direct Message Chat ChannelCreates direct message chat channel.
- Create DocCreates a new doc.
- Create Doc PageCreates doc page.
- Create Entity AttachmentCreates entity attachment.
- Create FolderCreates a new folder.
- Create Folderless ListCreates folderless list.
- Create Folder ViewCreates folder view.
- Create GoalCreates a new goal.
- Create ListCreates a new list.
- Create List CommentCreates list comment.
- Create List ViewCreates list view.
- Create Location Chat ChannelCreates location chat channel.
- Create Reply MessageCreates reply message.
- Create SpaceCreates a new space.
- Create Space TagCreates space tag.
- Create Space ViewCreates space view.
- Create TaskCreates a new task.
- Create Task AttachmentCreates task attachment.
- Create Task CommentCreates task comment.
- Create Threaded CommentCreates threaded comment.
- Create Time EntryCreates time entry.
- Create User GroupCreates user group.
- Create Workspace ViewCreates workspace view.
- Delete Chat ChannelDeletes chat channel.
- Delete Chat MessageDeletes chat message.
- Delete Chat ReactionDeletes chat reaction.
- Delete ChecklistDeletes an existing checklist.
- Delete Checklist ItemDeletes checklist item.
- Delete CommentDeletes an existing comment.
- Delete DependencyDeletes an existing dependency.
- Delete FolderDeletes an existing folder.
- Delete GoalDeletes an existing goal.
- Delete ListDeletes an existing list.
- Delete SpaceDeletes an existing space.
- Delete Space TagDeletes space tag.
- Delete TaskDeletes an existing task.
- Delete Task LinkDeletes task link.
ServiceM8 modules
- Add Note to MessageAdds note to message.
- Archive or Unarchive MessageArchives or Unarchive Message.
- Attach Message to Existing JobPerforms the message to Existing Job operation.
- Convert Message to JobPerforms the message to Job operation.
- Create a Job from a TemplateCreates a job from a template.
- Create a New Allocation WindowCreates a new Allocation Window.
- Create a New Asset TypeCreates a new Asset Type.
- Create a New Asset Type FieldCreates a new Asset Type Field.
- Create a New AttachmentCreates a new Attachment.
- Create a New AvailabilityCreates a new Availability.
- Create a New BadgeCreates a new Badge.
- Create a New BundleCreates a new Bundle.
- Create a New CategoryCreates a new Category.
- Create a New ClientCreates a new Client.
- Create a New Company ContactCreates a new Company Contact.
- Create a New Document TemplateCreates a new Document Template.
- Create a New Email TemplateCreates a new Email Template.
- Create a New FeedbackCreates a new Feedback.
- Create a New FormCreates a new Form.
- Create a New Form FieldCreates a new Form Field.
- Create a New Form ResponseCreates a new Form Response.
- Create a New Inbox MessageCreates a new inbox message.
- Create a New JobCreates a new Job.
- Create a New Job ActivityCreates a new Job Activity.
- Create a New Job AllocationCreates a new Job Allocation.
- Create a New Job ChecklistCreates a new Job Checklist.
- Create a New Job ContactCreates a new Job Contact.
- Create a New Job MaterialCreates a new Job Material.
- Create a New Job Material BundleCreates a new Job Material Bundle.
- Create a New Job PaymentCreates a new Job Payment.
- Create a New Job QueueCreates a new Job Queue.
- Create a New Knowledge ArticleCreates a new Knowledge Article.
- Create a New LocationCreates a new Location.
- Create a New MaterialCreates a new Material.
- Create a New NoteCreates a new Note.
- Create a New SMS TemplateCreates a new SMS Template.
- Create a New Staff MemberCreates a new Staff Member.
- Create a New Staff MessageCreates a new Staff Message.
- Create a New SupplierCreates a new Supplier.
- Create a New TaskCreates a new Task.
- Create a New Tax RateCreates a new Tax Rate.
- Create or Update a Service TemplateCreate or update a ServiceTemplate.
- Delete a BadgeDeletes a Badge.
- Delete a BundleDeletes a Bundle.
- Delete a CategoryDeletes a Category.
- Delete a ClientDeletes a Client.
- Delete a Company ContactDeletes a Company Contact.
- Delete a Document TemplateDeletes a Document Template.
- Delete a FeedbackDeletes a Feedback.
- Delete a FormDeletes a Form.
Frequently asked questions
Common questions about connecting ClickUp and ServiceM8.
Connect your ClickUp and ServiceM8 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 ClickUp's "Watch Channels" fires, WEXTL can "Add Note to Message" in ServiceM8. ClickUp has 5 triggers (including Watch Channels, Watch Custom Roles, and Watch Docs); ServiceM8 has 207 actions (including Add Note to Message, Archive or Unarchive Message, and Attach Message to Existing Job). 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. ClickUp-to-ServiceM8 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 ClickUp (or ServiceM8) 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 ClickUp + ServiceM8 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 ClickUp and ServiceM8 integration.
- ClickUp and ServiceM8 integration source code, module specs and credentials implementation.
- Our ClickUp and ServiceM8 integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for ClickUp and ServiceM8 — 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.
- ClickUp integration information
- ServiceM8 integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library