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ServiceM8

Field service — jobs, clients, quotes, invoices, and staff.

11 triggers86 searches121 actionsInstant (webhooks)Auth: API keyAuth: OAuth

AI-assisted documentation48 min read

This documentation is compiled from our integration source code, internal specs for ServiceM8, its official API documentation and anonymized requests logs we collect from our support team[2].

Open ServiceM8 on WEXTL →

ServiceM8 requires an active account and an API access token from your account settings to connect — both are set up on its own site.[3]

Credential type option 1

ServiceM8

  • API KeypasswordRequired

    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.

    [1]
Credential type option 2

ServiceM8

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

  • App IDtextRequired

    Your Public Application App ID (from your Developer partner account > Store Connect).

    [1]
  • App SecretpasswordRequired

    Your Public Application App Secret. Keep this secret.

    [1]
Integration requests 57 permissions:
Access to real-time GPS information about staffAccess to clock on, lunch break and clock off information about staffAccess to send SMS messages to customers and/or staff on your behalf (incurs account charges)Access to send Email messages to customers and/or staff on your behalfAccess to basic account informationAccess to account logoAccess to account holder email addressRead-only access to Location EndpointFull access to Location EndpointRead-only access to Staff EndpointFull access to Staff EndpointRead-only access to Company EndpointFull access to Company EndpointRead-only access to CompanyContact EndpointFull access to CompanyContact EndpointRead-only access to the Feedback EndpointFull access to the Feedback EndpointRead-only access to Job EndpointFull access to Job EndpointAbility to create jobs on behalf of account (may incur account charges)Read-only access to JobPayment EndpointFull access to JobPayment EndpointRead-only access to JobContact EndpointFull access to JobContact EndpointRead-only access to JobMaterials EndpointFull access to JobMaterials EndpointRead-only access to Categories EndpointFull access to Categories EndpointRead-only access to Job Checklists EndpointFull access to Job Checklists EndpointRead-only access to Job Queues EndpointFull access to Job Queues EndpointRead-only access to Tasks EndpointFull access to Tasks EndpointRead-only access to JobActivity and JobAllocation EndpointsFull access to JobActivity and JobAllocation EndpointsRead-only access to SecurityRole EndpointRead-only access to Materials and MaterialBundles EndpointFull access to Materials and MaterialBundles EndpointRead-only access to job notesAbility to add new job notesCreate immutable, Add-on-attributed Job Diary itemsRead-only access to job photosAbility to add new job photosRead-only access to existing job attachments, quotes and invoicesAbility to add new file attachments to jobsRead-only access to inbox messagesRead-only access to staff messagesAbility to read notifications and mark as readFull access to email, sms and document templatesFull access to create/modify job badgesRead-only access to Assets, AssetType and AssetTypeField endpointsFull access to Asset, AssetType and AssetTypeField endpointsRead-only access to Forms, FormResponse endpointsFull access to Forms, FormResponse endpointsRead-only access to TaxRate endpointFull access to TaxRate endpoint
  1. Log in to your WEXTL account, add the ServiceM8 node module to your workflow, and click Create new credential.
    Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your ServiceM8 account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

The list below is a reference of every ServiceM8 node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.

Browse every ServiceM8 node module below — each one opens to show its input parameters, outputs, and connection requirements.

Look for ServiceM8 templates in the WEXTL template library.

Browse templates →
  1. ClickUp[2]All-in-one productivity suite for tasks, docs, and goals.
  2. AsanaWork management for teams — tasks, projects, and timelines.
  3. AgencyZoomSales and onboarding platform for insurance agencies, with producer leaderboards and goal tracking.
  4. BasecampProject management and team communication for companies and their clients.
  5. ArcsiteMobile CAD and estimating for contractors — draw plans, takeoffs, and proposals on site.
More apps in Project Management category →
  1. WEXTL® ServiceM8 Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for ServiceM8.
  4. WEXTL® visual workflow builder data.

Last updated: Sep 17, 2026 13:28

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