Bind ERP + ServiceM8 Integration

Integrate Bind ERP to ServiceM8 in one click, or tell Integrately AI how you want each quote handled. Create jobs, sync client details, notify your team, and track project status automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Bind ERP
    Quote is created in Bind ERP
  • Bind ERP
    Prospect is created in Bind ERP
  • Bind ERP
    Invoice is created in Bind ERP
  • Bind ERP
    Product is created in Bind ERP
  • Bind ERP
    Activity is scheduled in Bind ERP
  • Bind ERP
    Inventory is updated in Bind ERP
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • Bind ERP
    Create prospect in Bind ERP
  • Bind ERP
    Create activity in Bind ERP
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job client details by company UUID in ServiceM8
  • ServiceM8
    Get job client contact by company UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Bind ERP + ServiceM8 Integration

Create jobs from quotes, sync client records, log invoices, alert your team, and track status updates, all in just one click.

Most popular automationsmost-popular-automations
Bind ERP + ServiceM8 Integration

Create ServiceM8 contact for new Bind ERP prospect

If you are using Bind ERP, then you may want to also use ServiceM8 to manage your customer relationships. With the help of this automation, whenever you create a prospect in Bind ERP, a corresponding contact will be created in ServiceM8.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?
See more
Bind ERP + ServiceM8 Integration

Create ServiceM8 task for new Bind ERP invoice

If you use Bind ERP to manage your invoice, you can also use ServiceM8 to create and manage task associated with those invoice. Creating a task in ServiceM8 will remind you of the important details related to the invoice, such as due dates and payment terms.

You can also keep all of your invoicing information in one place, making it easy to stay organized and on top of your finances.
See more
Bind ERP + ServiceM8 Integration

Create ServiceM8 task for new Bind ERP prospect

With the growth of Bind ERP, many companies are looking for ways to connect their Bind ERP account with their Customer Relationship Management (CRM) system. One way to accomplish this is to create a task in ServiceM8 every time a prospect is created in Bind ERP.

This can save you time when you need to keep track of what needs to be done for each customer, and will help you to continue providing top-notch service to your customers.
See more
ServiceM8 + Bind ERP Integration

Create Bind ERP prospect from new ServiceM8 company

If you have created a company in ServiceM8, it's important to create a prospect in Bind ERP. This will help ensure that your accounts are properly linked and that the transactions between your two accounts are correctly recorded. Thereby helping keep all of your information in one place and making it easy to track your company's finances.
See more
ServiceM8 + Bind ERP Integration

Create Bind ERP prospect for new ServiceM8 contact

In order to keep your accounting and customer records in sync, when you create a contact in ServiceM8, this automation will automatically create a prospect in Bind ERP.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with ServiceM8 and Bind ERP!
See more
  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Bind ERP + ServiceM8 flow

Sync financial records, update tracking sheets, and notify your team across messaging tools once your core flow finishes. Pick a combination and activate it in one click.

Bind ERP
ServiceM8
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
+
GmailGmail (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
TwilioTwilio (3)
B
Q
S
Create a QuickBooks Online invoice when a Bind ERP quote is created, and generate a new job in ServiceM8.
Bind ERP quotes automatically generate matching QuickBooks Online invoices while creating a new job in ServiceM8, eliminating manual financial entries.
S
Q
B
When a ServiceM8 job is completed, update the invoice in QuickBooks Online and log the activity in Bind ERP.
Completed ServiceM8 jobs instantly update QuickBooks Online billing and log corresponding activity in Bind ERP without extra paperwork.
S
Q
B
Create a QuickBooks Online customer when a new client is added in ServiceM8, and record the prospect in Bind ERP.
New ServiceM8 clients instantly sync to QuickBooks Online and Bind ERP, keeping your customer data unified across systems.
S
Q
B
When a Job invoice is paid in ServiceM8, record the payment in QuickBooks Online and update inventory in Bind ERP.
Paid ServiceM8 invoices automatically record payments in QuickBooks Online and adjust inventory levels in Bind ERP.

Supported triggers and actions for Bind ERP and ServiceM8

Mix and match to build the exact automation you need

Bind ERP
Bind ERP Triggers & Actions
Quote is created in Bind ERP
Triggers the automation when a new quote is created
Try it →
Prospect is created in Bind ERP
Triggers the automation when a new prospect is added
Try it →
Invoice is created in Bind ERP
Triggers the automation when any invoice is added or modified
Try it →
Product is created in Bind ERP
Triggers the automation when a new product is created
Try it →
Activity is scheduled in Bind ERP
Triggers the automation when a activity is scheduled
Try it →
Inventory is updated in Bind ERP
Triggers the automation when the inventory levels change
Try it →
Create prospect in Bind ERP
Generates a new porspect
Try it →
Create activity in Bind ERP
Generates a new activity or task
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it →
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
Try it →
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it →
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it →
Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
Try it →
Instant
Form is completed in ServiceM8
Triggers the automation when a form is submitted
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Search client in ServiceM8
Searches client by name
Try it →
Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
Try it →
Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
Try it →
Create a job in ServiceM8
Creates a new job
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Bind ERP + ServiceM8? mols

Streamline your business operations by connecting quoting, job scheduling, and client management into a single unified workflow.

What you can automate?
🔄
Turn Bind ERP quotes into ServiceM8 jobs instantly
Whenever a quote is created in Bind ERP, automatically generate a new job in ServiceM8. Your field team receives operational details the moment a sale is secured.
📋
Capture every submitted client form and detail
Map all submitted ServiceM8 form responses and customer details into your management records. Ensure no operational notes or requirements are ever missed.
🔔
Alert your team the moment a job status changes
Notify staff instantly in Slack or via email whenever job statuses update or quotes are accepted. Keep every department aligned on project progression.
🔀
Route workflows based on submitted field values
Execute different actions depending on specific quote amounts, job types, or client tiers submitted in your apps. Tailor your operations dynamically.
📊
Keep financial records and sheets fully up to date
Automatically log invoices, payments, and job completions in accounting tools and Google Sheets. Maintain perfect visibility across your entire business.
🔍
Search and update records to prevent duplicates
Check existing client databases before creating new entries. Ensure clean customer records across Bind ERP and ServiceM8 without manual de-duplication.
💳
Handle payments and later status changes seamlessly
Automate actions when job invoices are paid, quotes are accepted, or services are completed. Trigger receipts, notifications, and inventory updates effortlessly.
🌐
Extend your core flow to powerful supporting apps
Connect your Bind ERP and ServiceM8 data to QuickBooks, Gmail, Stripe, Slack, or Twilio. Build robust multi-app pipelines tailored to your exact business needs.
And much more...

Who is Bind ERP + ServiceM8 integration for?

Service businesses and growing enterprises rely on this integration to eliminate manual data entry between quoting and job management.

Operations Directors
Operations Directors
Field Dispatchers
Field Dispatchers
Account Managers
Account Managers
Business Owners
Business Owners
Sales Representatives
Sales Representatives
Finance Leads
Finance Leads
📈
Operations Directors
You review financial reports and job fulfillment metrics to measure business health, but your management system and field app lack synchronization, so the numbers you analyze are always outdated — this integration means every quote and completed job updates your records instantly and your reports stay accurate.
Field Dispatchers
You need to assign technicians the moment a quote is approved, but manual handoffs between sales and dispatch create severe delays, — automating both apps means approved quotes turn into scheduled jobs instantly and your field team deploys without waiting.
🤝
Account Managers
You answer client inquiries about project status and billing details, but you spend hours cross-referencing separate systems to find answers — connecting these apps means client records and job statuses update in one place and you can answer questions with total confidence.
🏢
Business Owners
Your business handles high volumes of quotes and daily service appointments, and your team is drowning in repetitive administrative copying — automating both apps means client data flows seamlessly from quotes to completed jobs and your staff focuses entirely on revenue-generating work.
💼
Sales Representatives
You create quotes and close deals in Bind ERP, depending on operational teams to pick up the work in ServiceM8, but manual notification steps cause missed handoffs — this integration means every new quote creates a corresponding job automatically and your operational handoffs never fail.
📋
Finance Leads
You need a reliable history of invoices, payments, and job costs to manage cash flow, but disconnected records keep leaving gaps in your ledger — automating both apps means financial entries and job completions match up perfectly and your audit trail remains complete.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Bind ERP + ServiceM8

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

1,500+ apps connected
1,500+ apps connected
Connect Bind ERP + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Bind ERP to ServiceM8?
Frequently Asked Questions
You can connect Bind ERP to ServiceM8 in one click using pre-built workflows or ask Integrately AI to build custom sequences. Connect your accounts, select a ready template, and start automating your quotes and jobs instantly.
Can I automatically create a ServiceM8 job when a Bind ERP quote is created?
Frequently Asked Questions
Can I connect Bind ERP, ServiceM8, and QuickBooks Online?
Frequently Asked Questions
What is a good Zapier alternative for Bind ERP and ServiceM8?
Frequently Asked Questions
How are Bind ERP quotes and prospects synced to ServiceM8?
Frequently Asked Questions
How are ServiceM8 job completions tracked back in Bind ERP?
Frequently Asked Questions
Do I need coding skills to automate Bind ERP and ServiceM8?
Frequently Asked Questions
Is the Bind ERP and ServiceM8 integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Bind ERP or ServiceM8 With 1500+ Other Apps

Bind ERP
Popular Bind ERP Integrations
Connect Bind ERP with accounting, inventory, and management tools to keep your business operations running efficiently.
See All
Bind ERP Integrations arrow right
No popular apps found
ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with scheduling, customer support, and communication platforms to enhance field service delivery.
See All
ServiceM8 Integrations arrow right
No popular apps found