ClickSend SMS + ServiceM8 Integration

Integrate ClickSend SMS to ServiceM8 in one click, or tell Integrately AI how you want each client handled. Create contacts, send notifications, update your records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ClickSend SMS
    Incoming SMS is received in ClickSend SMS Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued 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.
  • ClickSend SMS
    Upload file in ClickSend SMS
  • ClickSend SMS
    Send SMS in ClickSend SMS
  • ClickSend SMS
    Send post letter in ClickSend SMS
  • ClickSend SMS
    Send SMS to contact list in ClickSend SMS
  • ClickSend SMS
    Create contact in ClickSend SMS
  • ClickSend SMS
    Search contact by email address in ClickSend SMS
  • ClickSend SMS
    Search contact by phone in ClickSend SMS
  • ClickSend SMS
    Delete contact in ClickSend SMS
  • ClickSend SMS
    Send fax in ClickSend SMS
  • ClickSend SMS
    Send MMS in ClickSend SMS
  • ClickSend SMS
    Send voice in ClickSend SMS
  • ClickSend SMS
    Send postcard in ClickSend SMS
  • ClickSend SMS
    Create contact list in ClickSend SMS
  • ClickSend SMS
    Delete contact List in ClickSend SMS
  • ClickSend SMS
    Search contact lists in ClickSend SMS
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Get staff by UUID 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

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Ready WorkflowsReady Workflows   for ClickSend SMS + ServiceM8 Integration

Send welcome messages, notify staff when jobs are created, update client contact details, and trigger follow-up reminders, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ClickSend SMS + ServiceM8 flow

Sync accounting records, log files, send email updates, and track payments once your core workflow finishes. Pick a combination and activate it in one click.

ClickSend SMS
ServiceM8
+
XeroXero (4)
+
Google DriveGoogle Drive (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
Google CalendarGoogle Calendar (4)
+
AirtableAirtable (4)
S
X
C
Create a Xero contact when a new client is added in ServiceM8, and send a welcome SMS in ClickSend SMS
New ServiceM8 clients appear in Xero as contacts instantly while ClickSend SMS dispatches a welcome text, removing manual data entry.
S
X
C
When a job invoice is paid in ServiceM8, create a Xero invoice and send a receipt via ClickSend SMS
Paid ServiceM8 invoices generate accounting entries in Xero and trigger instant SMS receipts via ClickSend SMS.
S
X
C
Create a Xero bill when a job quote is accepted in ServiceM8, and notify your finance team on ClickSend SMS
Accepted ServiceM8 quotes generate Xero bills and alert your finance team instantly via ClickSend SMS.
S
X
C
Use ChatGPT to summarise ServiceM8 job notes, record the invoice in Xero, and send an SMS update in ClickSend SMS
ChatGPT extracts job financials from ServiceM8 notes to update Xero and notify clients via ClickSend SMS.

Supported triggers and actions for ClickSend SMS and ServiceM8

Mix and match to build the exact automation you need

ClickSend SMS
ClickSend SMS Triggers & Actions
Instant
Incoming SMS is received in ClickSend SMS
Triggers the automation when an incoming SMS is received
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Upload file in ClickSend SMS
Uploads a file
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Send SMS in ClickSend SMS
Sends a text message
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Send post letter in ClickSend SMS
Sends a physical letter through postal mail
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Send SMS to contact list in ClickSend SMS
Sends a text message to a contact list
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Create contact in ClickSend SMS
Adds a new contact to the database
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Search contact by email address in ClickSend SMS
Finds and retrieves contact information using their email address
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Search contact by phone in ClickSend SMS
Finds information about a contact using the phone number
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Delete contact in ClickSend SMS
Removes a contact from the address book
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Send fax in ClickSend SMS
Sends a fax
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Send MMS in ClickSend SMS
Sends a multimedia message
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Send voice in ClickSend SMS
Sends a voice message
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Send postcard in ClickSend SMS
Sends a physical postcard
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Create contact list in ClickSend SMS
Generates a list of contacts from particular criteria
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Delete contact List in ClickSend SMS
Removes all contacts from the designated list
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Search contact lists in ClickSend SMS
Searches for a contact in the contact list
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
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Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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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
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Search client in ServiceM8
Searches client by name
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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 ClickSend SMS + ServiceM8?

Streamline client communication, automate job notifications, and connect your messaging and service management tools effortlessly.

What you can automate?
📲
Send SMS alerts on new client creation
Trigger an automated welcome text in ClickSend SMS the moment a new client is added in ServiceM8. Greet your customers instantly without lifting a finger.
📋
Capture every submitted form field
Map detailed ServiceM8 form submissions into structured messages or contact lists in ClickSend SMS. Ensure no compliance data or client preference gets lost.
🚨
Notify the right person immediately
Alert staff or supervisors the second a job status changes or a quote is accepted in ServiceM8. Keep your entire team aligned in real time.
🔀
Route messages based on submitted fields
Send different SMS content in ClickSend SMS depending on the specific job type or priority selected in ServiceM8. Deliver tailored messaging to every customer.
🔄
Keep client records up to date
Search contacts by phone or email in ClickSend SMS and update records whenever client information changes in ServiceM8. Eliminate duplicate profiles.
🔍
Search and match existing contacts
Lookup existing phone numbers in ClickSend SMS before creating new contacts from ServiceM8 data. Maintain a clean and organised database.
💳
Handle later status changes and payments
Trigger payment confirmation SMS messages in ClickSend SMS as soon as a job invoice is paid in ServiceM8. Close the loop on every transaction.
🔗
Extend your workflow to accounting tools
Connect ServiceM8 and ClickSend SMS with Xero to automatically create invoices and send payment links by text. Build multi-step automations that span your entire tech stack.
And much more...

Who is ClickSend SMS + ServiceM8 integration for?

Service businesses and operations teams connect ClickSend SMS and ServiceM8 to eliminate manual data entry, accelerate client communication, and keep job records perfectly synchronised.

Operations managers
Operations managers
Field service technicians
Field service technicians
Account managers
Account managers
Customer support leads
Customer support leads
Dispatch coordinators
Dispatch coordinators
Service business owners
Service business owners
📈
Operations managers
You're reviewing field reports across multiple job logs but your tracking sheet only updates when someone manually exports client data, so the job counts you're measuring against are always a few hours behind — with this integration, every new client lands in your database instantly and your data stays current.
Field service technicians
You need to notify clients as soon as job milestones occur but manual texting slows down your schedule, meaning customers find out too late about arrival times — with this integration, every status update triggers an instant text message and your clients stay informed.
🤝
Account managers
You answer to clients who want immediate confirmation when quotes are accepted or invoices are paid, but juggling communication channels causes frustrating delays — with this integration, every customer interaction triggers instant notifications and your clients see prompt service.
📞
Customer support leads
The volume of inbound client queries is too high for your team to keep up with by hand, leading to missed follow-ups and frustrated customers — with this integration, every incoming SMS and job event is handled automatically so nothing falls through the cracks.
📋
Dispatch coordinators
You own the scheduling step and depend on field staff to hand over job notes before you can update records, causing costly administrative bottlenecks — with this integration, every completed job triggers downstream tasks instantly and your workflow moves without friction.
🗂️
Service business owners
You need a reliable customer history across your dispatch and messaging apps but keep finding gaps where manual entries were skipped — with this integration, every client record and job update synchronises automatically and your audit trail remains complete.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate ClickSend SMS + ServiceM8

Build and manage your ClickSend SMS + 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 ClickSend SMS + 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?

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Frequently Asked Questions

How do I connect ClickSend SMS to ServiceM8?
Frequently Asked Questions
You can connect ClickSend SMS to ServiceM8 in 1-click using ready-made templates on Integrately. You can also integrate Xero, Google Drive, Gmail, Stripe, Google Calendar, or Airtable, or ask Integrately AI to build custom workflows for you.
Can I automatically send SMS messages when a new client is added in ServiceM8?
Frequently Asked Questions
Can I connect ClickSend SMS, ServiceM8, and Xero?
Frequently Asked Questions
What is a good Zapier alternative for ClickSend SMS and ServiceM8?
Frequently Asked Questions
How does ClickSend SMS handle contact records during automation?
Frequently Asked Questions
How does ServiceM8 sync job and client data with other apps?
Frequently Asked Questions
Do I need coding skills to automate ClickSend SMS and ServiceM8?
Frequently Asked Questions
Is the ClickSend SMS and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect ClickSend SMS or ServiceM8 With 1500+ Other Apps

ClickSend SMS
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Popular ServiceM8 Integrations
Sync ServiceM8 with scheduling, billing, and project management tools to streamline field service operations.
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