ServiceM8 Integration

Field service — jobs, clients, quotes, invoices, and staff. Sync ServiceM8 tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch Attachments fires, automatically continue with Get a Service Template or Get Inbox Message Details.

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Supported triggers and actions for ServiceM8 integration

Triggers can detect changes in ServiceM8 and run actions that can create, search or modify data inside ServiceM8 automatically [3] — exactly how you set them.

Watch AttachmentsWatches Attachments.
Watch EventsTriggers when a events is created or updated.
Watch FeedbackWatches Feedback.
Watch Form ResponsesWatches Form Responses.
Watch Inbox MessagesWatches inbox messages.
Watch Job Email HistoryWatches job email history.
Watch Job PaymentsWatches Job Payments.
Watch JobsWatches Jobs.
Watch Job SMS HistoryWatches job SMS history.
Watch NotesWatches Notes.
Watch TasksWatches Tasks.
Get a Service TemplateGet a ServiceTemplate.
Get Inbox Message DetailsRetrieves inbox message details.
Get One Job Email RecordRetrieves one job email record.
Get One Job SMS RecordRetrieves one job SMS record.
List All Allocation WindowsLists all Allocation Windows.
List All AssetsLists all Assets.
List All Asset Type FieldsLists all Asset Type Fields.
List All Asset TypesLists all Asset Types.
List All AttachmentsLists all Attachments.
List All AvailabilitiesLists all Availabilities.
List All BadgesLists all Badges.
List All BundlesLists all Bundles.
List All CategoriesLists all Categories.
List All ClientsLists all Clients.
List All Company ContactsLists all Company Contacts.
List All Document TemplatesLists all Document Templates.
List All Email TemplatesLists all Email Templates.
List All FeedbackLists all Feedback.
List All Form FieldsLists all Form Fields.
List All Form ResponsesLists all Form Responses.
List All FormsLists all Forms.
List All Job ActivitiesLists all Job Activities.
List All Job ActivitiesLists all Job Activities.
List All Job AllocationsLists all Job Allocations.
List All Job ChecklistsLists all Job Checklists.
List All Job ContactsLists all Job Contacts.
List All Job Material BundlesLists all Job Material Bundles.
List All Job MaterialsLists all Job Materials.
List All Job PaymentsLists all Job Payments.
List All Job QueuesLists all Job Queues.
List All JobsLists all Jobs.
List All Job TemplatesLists all Job Templates.
List All Knowledge ArticlesLists all Knowledge Articles.
List All LocationsLists all Locations.
List All MaterialsLists all Materials.
List All NotesLists all Notes.
List All SMS TemplatesLists all SMS Templates.
List All Staff MembersLists all Staff Members.
List All Staff MessagesLists all Staff Messages.
List All SuppliersLists all Suppliers.
List All TasksLists all Tasks.
List All Tax RatesLists all Tax Rates.
List Inbox MessagesLists inbox messages.
List Job Email HistoryLists job email history.
List Job SMS HistoryLists job SMS history.
List ServiceTemplatesLists ServiceTemplates.
Retrieve a BadgeRetrieves a Badge.
Retrieve a BundleRetrieves a Bundle.
Retrieve a CategoryRetrieves a Category.
Retrieve a ClientRetrieves a Client.
Retrieve a Company ContactRetrieves a Company Contact.
Retrieve a Document TemplateRetrieves a Document Template.
Retrieve a FeedbackRetrieves a Feedback.
Retrieve a FormRetrieves a Form.
Retrieve a Form FieldRetrieves a Form Field.
Retrieve a Form ResponseRetrieves a Form Response.
Retrieve a JobRetrieves a Job.
Retrieve a Job ActivityRetrieves a Job Activity.
Retrieve a Job ActivityRetrieves a Job Activity.
Retrieve a Job AllocationRetrieves a Job Allocation.
Retrieve a Job ChecklistRetrieves a Job Checklist.
Retrieve a Job ContactRetrieves a Job Contact.
Retrieve a Job MaterialRetrieves a Job Material.
Retrieve a Job Material BundleRetrieves a Job Material Bundle.
Retrieve a Job PaymentRetrieves a Job Payment.
Retrieve a Job QueueRetrieves a Job Queue.
Retrieve a Job TemplateRetrieves a Job Template.
Retrieve a Knowledge ArticleRetrieves a Knowledge Article.
Retrieve a LocationRetrieves a Location.
Retrieve a MaterialRetrieves a Material.
Retrieve an Allocation WindowRetrieves an Allocation Window.
Retrieve an AssetRetrieves an Asset.
Retrieve an Asset TypeRetrieves an Asset Type.
Retrieve an Asset Type FieldRetrieves an Asset Type Field.
Retrieve an AttachmentRetrieves an Attachment.
Retrieve an AvailabilityRetrieves an Availability.
Retrieve an Email TemplateRetrieves an Email Template.
Retrieve a NoteRetrieves a Note.
Retrieve a SMS TemplateRetrieves a SMS Template.
Retrieve a Staff MemberRetrieves a Staff Member.
Retrieve a Staff MessageRetrieves a Staff Message.
Retrieve a SupplierRetrieves a Supplier.
Retrieve a TaskRetrieves a Task.
Retrieve a Tax RateRetrieves a Tax Rate.
Search Across Multiple Object TypesSearches across multiple object types.
Search Within a Specific Object TypeSearches within a specific object type.
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.
Delete a Form FieldDeletes a Form Field.
Delete a Form ResponseDeletes a Form Response.
Delete a JobDeletes a Job.
Delete a Job ActivityDeletes a Job Activity.
Delete a Job AllocationDeletes a Job Allocation.
Delete a Job ChecklistDeletes a Job Checklist.
Delete a Job ContactDeletes a Job Contact.
Delete a Job MaterialDeletes a Job Material.
Delete a Job Material BundleDeletes a Job Material Bundle.
Delete a Job PaymentDeletes a Job Payment.
Delete a Job QueueDeletes a Job Queue.
Delete a Knowledge ArticleDeletes a Knowledge Article.
Delete a LocationDeletes a Location.
Delete a MaterialDeletes a Material.
Delete an Allocation WindowDeletes an Allocation Window.
Delete an AssetDeletes an Asset.
Delete an Asset TypeDeletes an Asset Type.
Delete an Asset Type FieldDeletes an Asset Type Field.
Delete an AttachmentDeletes an Attachment.
Delete an AvailabilityDeletes an Availability.
Delete an Email TemplateDeletes an Email Template.
Delete a NoteDeletes a Note.
Delete a SMS TemplateDeletes a SMS Template.
Delete a Staff MemberDeletes a Staff Member.
Delete a Staff MessageDeletes a Staff Message.
Delete a SupplierDeletes a Supplier.
Delete a TaskDeletes a Task.
Delete a Tax RateDeletes a Tax Rate.
Make an Api CallMake an arbitary call.
Mark Message as ReadPerforms the message as Read operation.
Produce a Templated DocumentPerforms the a Templated Document operation.
Send an EmailSends an Email.
Send an SMS MessageSends an SMS Message.
Snooze or Unsnooze MessagePerforms the or Unsnooze Message operation.
Soft-delete a ServiceTemplatePerforms the a ServiceTemplate operation.
Update a BadgeUpdates a Badge.
Update a BundleUpdates a Bundle.
Update a CategoryUpdates a Category.
Update a ClientUpdates a Client.
Update a Company ContactUpdates a Company Contact.
Update a Document TemplateUpdates a Document Template.
Update a FeedbackUpdates a Feedback.
Update a FormUpdates a Form.
Update a Form FieldUpdates a Form Field.
Update a Form ResponseUpdates a Form Response.
Update a JobUpdates a Job.
Update a Job ActivityUpdates a Job Activity.
Update a Job AllocationUpdates a Job Allocation.
Update a Job ChecklistUpdates a Job Checklist.
Update a Job ContactUpdates a Job Contact.
Update a Job MaterialUpdates a Job Material.
Update a Job Material BundleUpdates a Job Material Bundle.
Update a Job PaymentUpdates a Job Payment.
Update a Job QueueUpdates a Job Queue.
Update a Knowledge ArticleUpdates a Knowledge Article.
Update a LocationUpdates a Location.
Update a MaterialUpdates a Material.
Update an Allocation WindowUpdates an Allocation Window.
Update an AssetUpdates an Asset.
Update an Asset TypeUpdates an Asset Type.
Update an Asset Type FieldUpdates an Asset Type Field.
Update an AttachmentUpdates an Attachment.
Update an AvailabilityUpdates an Availability.
Update an Email TemplateUpdates an Email Template.
Update a NoteUpdates a Note.
Update a SMS TemplateUpdates a SMS Template.
Update a Staff MemberUpdates a Staff Member.
Update a Staff MessageUpdates a Staff Message.
Update a SupplierUpdates a Supplier.
Update a TaskUpdates a Task.
Update a Tax RateUpdates a Tax Rate.

How to integrate ServiceM8 in automation workflow?

3 simple steps to make your ServiceM8 connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select ServiceM8 in workflow

Pick ServiceM8 app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect ServiceM8

When prompted, authorize access to ServiceM8 in WEXTL once. ServiceM8 credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your ServiceM8 account. Approve?

STEP 3

Build a workflow

Build your workflow with ServiceM8 yourself or with WEXTL® AI Builder. Connect ServiceM8 to any available integrations [5], or use HTTP node to go beyond them.

ServiceM8

How ServiceM8 connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever ServiceM8 app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that ServiceM8 supports.

Full ServiceM8 API documentation

The following table illustrates what fields ServiceM8 integration require during authorization flow inside our workflow builder [4].

Demonstration of ServiceM8 connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
API KeyRequired	password	Your account API key (sent as the X-Api-Key header). Generate one in ServiceM8 under Settings > API Keys. A full-access key is recommended.

Connect ServiceM8 to popular apps on WEXTL

Enter a name of the other app you want to sync with ServiceM8 below. Click on selected app to explore integration options with ServiceM8. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with ServiceM8 integration

Select Watch Job Email History trigger from ServiceM8 - this will be a starting point in your automation. Whenever event happens in ServiceM8, workflow will start [7] from Watch Job Email History node.

Search for Create a Job from a Template, connect it as the next step of integration sequence. You can use filters between Watch Job Email History and Create a Job from a Template, so only important data pass from Watch Job Email History to the next step. WEXTL gives you full control over the process of ServiceM8 automation. All parts of workflow are visible on the canvas [4].

ServiceM8 on WEXTL has 218 modules for building project management automations. Explore ServiceM8 documentation for more.

ServiceM8

Watch Job Email History

ClickUp

Performs action

ClickUp

Triggers

ServiceM8

Create a Job from a Template

Demonstration of how visual ServiceM8 automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating ServiceM8 in your workflows.

ServiceM8 has 11 triggers, including "Watch Attachments", "Watch Events", and "Watch Feedback", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 207 actions, including "Get a Service Template", "Get Inbox Message Details", and "Get One Job Email Record", and more. Refer to our ServiceM8 Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The ServiceM8 integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by ServiceM8 official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where ServiceM8 provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever ServiceM8 or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for ServiceM8 inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with ServiceM8 modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the ServiceM8 integration.

ServiceM8 integration source code, module specs and credentials implementation.
Internal ServiceM8 integration documentation, structured input and output parameters, scopes, and authentication methods.
Official ServiceM8 vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® ServiceM8 App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

ServiceM8 Integration

Supported triggers and actions for ServiceM8 integration