Act-On + ServiceM8 Integration

Q: Can I automatically create ServiceM8 jobs from Act-On form submissions?

Yes, you can create ServiceM8 jobs automatically whenever an Act-On form is submitted. Start with a ready workflow in one click or use Integrately AI to configure custom field mappings.

Q: Can I connect Act-On, ServiceM8, and Google Sheets?

Yes, you can easily connect Act-On, ServiceM8, and Google Sheets in a multi-step automation. Capture form submissions, log data in spreadsheets, create service jobs, and explore 1,500+ other apps.

Q: What is a good Zapier alternative for Act-On and ServiceM8?

Integrately is a powerful alternative for connecting Act-On and ServiceM8, offering 20 million+ ready automations, 24/5 live chat support, and 3x to 10x lower cost than most alternatives.

Q: How does Act-On handle contact updates during automation?

Act-On contact updates can trigger automated actions across your connected apps. There is a ready template — start from the Act-On and ServiceM8 integration to keep your marketing and operations synchronized.

Q: Can ServiceM8 job status changes update my Act-On marketing lists?

Yes, job status changes in ServiceM8 can update contact profiles and lists in Act-On automatically. Start with a ready automation on Integrately to streamline your workflow.

Q: Do I need coding skills to automate Act-On and ServiceM8?

No coding skills are required to connect Act-On and ServiceM8. Use ready-made templates or ask Integrately AI to build the workflow for you in plain English.

Q: Is the Act-On and ServiceM8 integration free?

You can start connecting Act-On and ServiceM8 with a free forever plan available on Integrately. Explore ready workflows or upgrade anytime for advanced multi-step automations.

Integrate Act-On to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create jobs, update client records, and notify your field team automatically.

Integrate For Free

Free forever.

Use premium features free for 14 days.

Form is submitted in Act-On Instant
Automated program is started in Act-On Instant
Automated program is stopped in Act-On Instant
Contact is added to hard bounce list in Act-On Instant
CRM is connected in Act-On Instant
CRM is disconnected in Act-On Instant
Subscription category is added in Act-On Instant
Subscription category is deleted in Act-On Instant
Subscription category is updated in Act-On Instant
Contact is added to soft bounce list in Act-On Instant
Subscription category opt in in Act-On Instant
Subscription category opt out in Act-On Instant
Contact is added in Act-On Instant
Contact is updated in Act-On Instant
Contact opt global in in Act-On Instant
Contact opt global out in Act-On Instant
Contact marked email as spam in Act-On Instant
Job is queued in ServiceM8 Instant
Company is created in ServiceM8 Instant
Company is updated in ServiceM8 Instant
Form is submitted in ServiceM8 Instant
Message is received in inbox in ServiceM8 Instant
Proposal is sent in ServiceM8 Instant
Proposal is viewed in ServiceM8 Instant
Job is updated in ServiceM8 Instant
Job badge is added in ServiceM8 Instant
Job badge is removed in ServiceM8 Instant
Job invoice is paid in ServiceM8 Instant
Job invoice is sent in ServiceM8 Instant
Job is checked in in ServiceM8 Instant
Job is checked out in ServiceM8 Instant
Job note is added in ServiceM8 Instant
Job photo is added in ServiceM8 Instant
Job quote is accepted in ServiceM8 Instant
Job quote is sent in ServiceM8 Instant
Job review is received in ServiceM8 Instant
Job status is changed in ServiceM8 Instant
Job video is added in ServiceM8 Instant
Staff has clocked off in ServiceM8 Instant
Staff has clocked on in ServiceM8 Instant
Job is completed in ServiceM8 Instant
New job is created in ServiceM8 Instant
New client is added in ServiceM8 Instant
Form is completed in ServiceM8 Instant

Search contact in all contacts by email in Act-On
Add contact to marketing list in Act-On
Create or update contact in all contacts by email in Act-On
Create or update contact in all contacts by external id in Act-On
Add contact to direct select segment in all contacts in Act-On
Create or update contact in marketing list by email in Act-On
Search contact in marketing list by email in Act-On
Import contacts in Act-On
Get job details by UUID in ServiceM8
Get staff by UUID in ServiceM8
Get job client details by company UUID in ServiceM8
Get job client contact by company UUID in ServiceM8
Search client in ServiceM8
Create a job in ServiceM8
Create a client in ServiceM8

Trusted by experts at...

Ready Workflows for Act-On + ServiceM8 Integration

Capture Act-On leads, create ServiceM8 jobs, update client records, and trigger follow-ups, all in just one click.

Create ServiceM8 contact for new Act-On form submission

When someone completes your Act-On, a new contact is automatically created in your ServiceM8. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Act-On is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Act-On - ServiceM8 integration set up makes it easy to manage your customer relationships and grow your business.

Activate

Create ServiceM8 contact for new Act-On contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new ServiceM8 contact and Act-On contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.

Activate

Create ServiceM8 task for new Act-On form submission

It's important to stay on top of your customer relationships, and one way to do that is to create ServiceM8 tasks for new Act-On form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that ServiceM8 task for new Act-On form submission received today - your customers will thank you for it!

Activate

Create ServiceM8 task for new Act-On contact

ServiceM8 and Act-On are two powerful cloud-based tools that can be used to improve business productivity. Using this ServiceM8 - Act-On integration, you can automatically create task in ServiceM8 whenever a new contact is created in Act-On.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!

Activate

Update Act-On contact from new ServiceM8 contact

ServiceM8 + Act-On Integration

Activate

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act-On + ServiceM8 flow

Sync your job data with accounting platforms, spreadsheets, and email marketing tools to keep your entire business aligned. Pick a combination and activate it in one click.

Google Sheets (5)

Xero (5)

QuickBooks Online (5)

Mailchimp (5)

Stripe (5)

Gmail (5)

Add every Act-On form submission to your Google Sheets tracker, and create a job in ServiceM8

New Act-On form submissions instantly log in Google Sheets and create a corresponding job in ServiceM8 without manual data entry.

Log every completed ServiceM8 job in Google Sheets, and update the contact status in Act-On

Completed ServiceM8 jobs update your Google Sheets archive and adjust the corresponding contact status in Act-On automatically.

When a ServiceM8 job status changes, update the matching Google Sheets row and update the Act-On contact

ServiceM8 job status updates instantly refresh your Google Sheets records and synchronize the contact profile in Act-On.

Create a ServiceM8 job from Act-On contact updates and record the details in Google Sheets

Contact updates in Act-On trigger new ServiceM8 jobs while recording all relevant details in Google Sheets.

Use ChatGPT to summarize Act-On form submissions, log them in Google Sheets, and create a ServiceM8 job

AI summarizes Act-On form submissions before logging the brief in Google Sheets and generating a structured ServiceM8 job.

Create a Xero invoice for every completed ServiceM8 job and update the contact in Act-On

Completed ServiceM8 jobs generate Xero invoices automatically while updating the customer record in Act-On.

Add Act-On form leads as Xero contacts and schedule the initial job in ServiceM8

New Act-On form submissions create Xero contacts and generate corresponding ServiceM8 jobs instantly.

When a ServiceM8 job quote is accepted, create a Xero invoice and notify Act-On contacts

Accepted ServiceM8 job quotes automatically generate Xero invoices and update marketing segments in Act-On.

Update Xero contacts when an Act-On contact is modified and log the change in ServiceM8

Act-On contact updates synchronize across Xero accounts and update ServiceM8 client records.

Use Claude to categorize Act-On form enquiries, create Xero contacts, and set up ServiceM8 jobs

Claude analyzes Act-On enquiries to establish Xero contacts and schedule appropriate ServiceM8 jobs.

Create a QuickBooks Online customer from Act-On form submissions and schedule a ServiceM8 job

Act-On form submissions automatically generate QuickBooks Online customers and create ServiceM8 jobs.

Create a QuickBooks Online invoice when a ServiceM8 job is completed and update Act-On contacts

Completed ServiceM8 jobs generate QuickBooks Online invoices and update Act-On marketing records.

When a ServiceM8 job quote is sent, log the estimate in QuickBooks Online and notify Act-On

ServiceM8 quote creation automatically records estimates in QuickBooks Online and updates Act-On profiles.

Update QuickBooks Online customer records when Act-On contact details change and sync ServiceM8

Act-On contact modifications update QuickBooks Online customer records and refresh ServiceM8 client data.

Use Gemini to analyze Act-On inquiries, create QuickBooks Online customers, and schedule ServiceM8 jobs

Gemini processes Act-On form submissions to establish QuickBooks Online profiles and schedule ServiceM8 jobs.

Add Act-On form subscribers to Mailchimp lists and create corresponding jobs in ServiceM8

Act-On form submissions subscribe contacts in Mailchimp and automatically schedule jobs in ServiceM8.

Add new ServiceM8 clients to Mailchimp subscriber lists and update contact records in Act-On

New ServiceM8 clients join Mailchimp marketing lists while synchronizing contact profiles in Act-On.

When a ServiceM8 job is completed, update Mailchimp tags and refresh contact status in Act-On

Completed ServiceM8 jobs update Mailchimp subscriber tags and refresh Act-On contact statuses.

Unsubscribe Act-On global opt-outs in Mailchimp and flag the client record in ServiceM8

Global opt-outs in Act-On automatically unsubscribe contacts in Mailchimp and update ServiceM8 records.

Use ChatGPT to categorize Act-On form responses, add subscribers to Mailchimp, and create ServiceM8 jobs

ChatGPT analyzes Act-On form submissions to segment Mailchimp subscribers and schedule ServiceM8 jobs.

Create a Stripe customer from Act-On form submissions and schedule a ServiceM8 job

Act-On form submissions generate Stripe customer profiles and create corresponding ServiceM8 jobs.

Create a Stripe payment link when a ServiceM8 job quote is accepted and update Act-On contacts

Accepted ServiceM8 job quotes generate Stripe payment links and update Act-On contact records.

When a Stripe payment is completed, update the ServiceM8 job invoice and update Act-On contacts

Successful Stripe payments update ServiceM8 job invoice records and refresh Act-On contact data.

Update Stripe customer details when an Act-On contact is modified and log the change in ServiceM8

Act-On contact modifications update Stripe customer accounts and refresh ServiceM8 client data.

Use Claude to evaluate Act-On form enquiries, create Stripe customers, and schedule ServiceM8 jobs

Claude analyzes Act-On submissions to establish Stripe customer accounts and schedule ServiceM8 jobs.

Send a confirmation email via Gmail for new Act-On form submissions and create a ServiceM8 job

Act-On form submissions trigger confirmation emails in Gmail and create corresponding ServiceM8 jobs.

When a ServiceM8 job is completed, send a review request email via Gmail and update Act-On

Completed ServiceM8 jobs trigger automated review request emails in Gmail and update Act-On contact records.

Send notification emails via Gmail when ServiceM8 job statuses change and update Act-On

ServiceM8 job status updates trigger notification emails in Gmail and refresh Act-On contact profiles.

Send welcome emails via Gmail when Act-On contacts are updated and verify ServiceM8 records

Act-On contact updates trigger welcome emails in Gmail and verify client records in ServiceM8.

Use Gemini to draft personalized emails for Act-On submissions, send via Gmail, and create ServiceM8 jobs

Gemini drafts personalized welcome emails for Act-On submissions, sends via Gmail, and schedules ServiceM8 jobs.

Supported triggers and actions for Act-On and ServiceM8

Mix and match to build the exact automation you need

Act-On Triggers & Actions

Instant

Form is submitted in Act-On

Triggers the automation when a form is submitted

Act-On + ServiceM8 Integration

Integrate Act-On to ServiceM8 in one click, or tell Integrately AI how you want each lead handled. Capture submissions, create jobs, update client records, and notify your field team automatically.

Trusted by experts at...

Ready Workflows for Act-On + ServiceM8 Integration

Capture Act-On leads, create ServiceM8 jobs, update client records, and trigger follow-ups, all in just one click.

Create ServiceM8 contact for new Act-On form submission

Create ServiceM8 contact for new Act-On contact

Create ServiceM8 task for new Act-On form submission

Create ServiceM8 task for new Act-On contact

Update Act-On contact from new ServiceM8 contact

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Act-On + ServiceM8 flow

Sync your job data with accounting platforms, spreadsheets, and email marketing tools to keep your entire business aligned. Pick a combination and activate it in one click.

Supported triggers and actions for Act-On and ServiceM8

Mix and match to build the exact automation you need

What can you automate with Act-On + ServiceM8?

Streamline lead capture, job scheduling, and client management across Act-On and ServiceM8 with powerful automated workflows.

Who is Act-On + ServiceM8 integration for?

Service contractors and field teams using Act-On for marketing can eliminate manual data entry, keeping customer records, job statuses, and lead pipelines perfectly synchronized.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Act-On + ServiceM8

Build and manage your Act-On + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

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Frequently Asked Questions

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