Coassemble + ServiceM8 Integration

Integrate Coassemble to ServiceM8 in one click, or tell Integrately AI how you want each user handled. Onboard clients, create jobs, update your records, and trigger follow-ups automatically.

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1.
  • Coassemble
    Course is completed in Coassemble Instant
  • Coassemble
    Course is commenced in Coassemble Instant
  • Coassemble
    Course is created in Coassemble
  • Coassemble
    Enrollment is created in Coassemble Instant
  • Coassemble
    Module is completed in Coassemble Instant
  • Coassemble
    Assignment is submitted in Coassemble Instant
  • Coassemble
    User is created in Coassemble
  • Coassemble
    Group is created in Coassemble
  • Coassemble
    Resource folder is created in Coassemble
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Proposal is sent 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
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Job review is received 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
    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.
  • Coassemble
    Create user in Coassemble
  • Coassemble
    Search user in Coassemble
  • Coassemble
    Create enrollment in Coassemble
  • Coassemble
    Search enrollment in Coassemble
  • Coassemble
    Search group in Coassemble
  • Coassemble
    Enroll a group in course in Coassemble
  • Coassemble
    Create group in Coassemble
  • Coassemble
    Create resource folder in Coassemble
  • Coassemble
    Create course in Coassemble
  • Coassemble
    Search course in Coassemble
  • 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 Coassemble + ServiceM8 Integration

Create ServiceM8 clients, trigger job assignments, update staff records, notify your team, and track course completions, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Coassemble + ServiceM8 flow

Send new training data to your messaging channels, accounting software, and file storage tools the moment work happens. Pick a combination and activate it in one click.

Coassemble
ServiceM8
+
SlackSlack (8)
+
XeroXero (8)
+
QuickBooks OnlineQuickBooks Online (8)
+
Google DriveGoogle Drive (8)
+
MailchimpMailchimp (8)
+
StripeStripe (8)
C
S
S
Create a ServiceM8 client for every new Coassemble user, and notify your team instantly on Slack
New Coassemble users are created as ServiceM8 clients within seconds and your team hears about it in Slack, so nobody re-types details or misses an onboarding step.
When a ServiceM8 job is completed, create an enrollment in Coassemble and notify your team in Slack
Completed ServiceM8 jobs instantly trigger Coassemble enrollments and notify your team in Slack, ensuring seamless progression from field work to training.
When a ServiceM8 job status changes, check the Coassemble enrollment and post the update in Slack
ServiceM8 job status changes verify Coassemble enrollments and alert your team in Slack, keeping training and fieldwork synchronised.
Create a ServiceM8 job when a Coassemble course is completed, and alert your operations channel in Slack
Coassemble course completions generate ServiceM8 jobs instantly, notifying your operations channel in Slack for rapid follow-up.
If a ServiceM8 form is submitted, create a user in Coassemble and notify your training team in Slack
Submitted ServiceM8 forms create Coassemble user accounts instantly and alert your training team in Slack, removing manual setup overhead.
When a ServiceM8 job invoice is paid, enroll the group in Coassemble and post the confirmation in Slack
Paid ServiceM8 invoices trigger group course enrollments in Coassemble and post payment confirmations in Slack.
Use Claude to evaluate Coassemble assignment submissions. If approved, create a ServiceM8 job and notify your team in Slack
Claude evaluates Coassemble assignments, triggers ServiceM8 jobs upon approval, and alerts your team in Slack.
Turn every new ServiceM8 client into a Coassemble user, create a folder in Google Drive, and announce it in Slack
New ServiceM8 clients generate Coassemble user profiles, Google Drive folders, and team announcements in Slack.

Supported triggers and actions for Coassemble and ServiceM8

Mix and match to build the exact automation you need

Coassemble
Coassemble Triggers & Actions
Instant
Course is completed in Coassemble
Triggers the automation when a user completes the particular course
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Instant
Course is commenced in Coassemble
Triggers the automation when the particular course is started
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Course is created in Coassemble
Triggers the automation when a new course is created
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Instant
Enrollment is created in Coassemble
Triggers the automation when a new enrollment is created
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Instant
Module is completed in Coassemble
Triggers the automation when any module is successfully completed by any user
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Instant
Assignment is submitted in Coassemble
Triggers the automation when an assignment is submitted
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User is created in Coassemble
Triggers the automation when a new user is created
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Group is created in Coassemble
Triggers the automation when a new group is created
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Resource folder is created in Coassemble
Triggers the automation when a resource folder is created
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Create user in Coassemble
Generates a new user account
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Search user in Coassemble
Searches for a user
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Create enrollment in Coassemble
Adds a new contact to the contact list
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Search enrollment in Coassemble
Retrieves enrollment information from the database
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Search group in Coassemble
Searches for a group
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Enroll a group in course in Coassemble
Enrolls a group of users to a course
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Create group in Coassemble
Creates a new group based on particular criteria
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Create resource folder in Coassemble
Creates a folder to store the resources
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Create course in Coassemble
Generates and set up a new course for online learning
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Search course in Coassemble
Browse and locate relevant courses based on search criteria
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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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
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
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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
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
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Instant
New client is added in ServiceM8
Triggers the automation when a new client is added
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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
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job client details by company UUID in ServiceM8
Retrieve client by company details using UUID
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Get job client contact by company UUID in ServiceM8
Retrieve client contact company details using UUID
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
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What can you automate with Coassemble + ServiceM8?

Streamline training delivery and field service management by automating repetitive data syncs between Coassemble and ServiceM8.

What you can automate?
👤
Create ServiceM8 clients from new Coassemble users instantly
Automatically provision new ServiceM8 client records the moment a user is created in Coassemble. Eliminate duplicate data entry and keep your operational database up to date.
📝
Capture every submitted module and assignment field
Map detailed Coassemble course completions and assignment submissions straight into ServiceM8 jobs. Ensure all operational context is preserved for your field team.
📢
Notify your operations team the moment a course is completed
Trigger instant team alerts whenever a learner finishes a Coassemble course or submits an assignment. Keep dispatchers informed without manual check-ins.
🔀
Route jobs differently based on submitted form details
Analyze submitted ServiceM8 forms and route course enrollments or job assignments dynamically. Direct specialized training tasks to the right personnel automatically.
🔄
Keep service records updated when course statuses change
Synchronize status updates seamlessly between Coassemble course completions and ServiceM8 job progress. Maintain a single source of truth across both platforms.
🔍
Search and update existing client records without duplicates
Automatically check for existing Coassemble enrollments and ServiceM8 clients before creating new entries. Prevent clutter and keep your workspace clean.
💳
Handle later payment and job completion milestones seamlessly
Trigger automated training enrollments and record updates when ServiceM8 job invoices are paid or jobs are marked complete. Keep business operations flowing.
💬
Extend your training workflow to Slack for instant alerts
Connect Coassemble and ServiceM8 with Slack to broadcast important course completions and job updates directly to your team channels.
And much more...

Who is Coassemble + ServiceM8 integration for?

Connecting Coassemble and ServiceM8 eliminates manual data entry between training portals and field service management, helping teams scale operations smoothly.

Training Managers
Training Managers
Field Service Technicians
Field Service Technicians
Operations Directors
Operations Directors
Customer Support Leads
Customer Support Leads
HR and Onboarding Specialists
HR and Onboarding Specialists
Quality Assurance Auditors
Quality Assurance Auditors
📊
Training Managers
You're tracking training completions across multiple teams but your service management records only update when someone manually exports data, so the completion counts you report are always outdated — this integration means every course completion updates your ServiceM8 records instantly and your tracking stays current.
🔧
Field Service Technicians
You're heading out to client sites but your training assignments and client briefs arrive hours late, so you're stepping into jobs without the right preparation — with this integration, every new client in ServiceM8 provisions course enrollments automatically and you arrive prepared.
📋
Operations Directors
You're managing client training programs alongside on-site jobs but progress reports take hours to compile by hand, so stakeholders are kept waiting for updates — automating both apps means every completed module triggers immediate job updates and client records stay completely transparent.
🎧
Customer Support Leads
You're handling a high volume of training queries and service tickets simultaneously, but copying user details between platforms leads to missed follow-ups — integrating these apps means every new user submission syncs across systems and your team never drops a request.
👥
HR and Onboarding Specialists
You're onboarding new staff and contractors through training modules while dispatching them in your service app, but manual handovers cause delays in scheduling — with this integration, every new user created in Coassemble provisions corresponding service records instantly.
🔍
Quality Assurance Auditors
You're reviewing training compliance logs and job completion records, but fragmented data leaves missing gaps in your audit trails — connecting these apps means every course completion and job status links seamlessly into a unified history.
Our team

Ready Workflows Did you know?

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Why choose Integrately to automate Coassemble + ServiceM8

Build and manage your Coassemble + 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 Coassemble + 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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Automation is ready
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Frequently Asked Questions

How do I connect Coassemble to ServiceM8?
Frequently Asked Questions
You can connect Coassemble to ServiceM8 instantly using 1-click workflows or by describing your process to Integrately AI. It links your training and service platforms alongside Slack, Xero, and QuickBooks Online without coding.
Can I automatically create ServiceM8 clients when Coassemble users are created?
Frequently Asked Questions
Can I connect Coassemble, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Coassemble and ServiceM8?
Frequently Asked Questions
How does Coassemble handle course completion data in integrations?
Frequently Asked Questions
How are ServiceM8 job updates handled in automations?
Frequently Asked Questions
Do I need coding skills to build Coassemble and ServiceM8 workflows?
Frequently Asked Questions
Is the Coassemble and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect Coassemble or ServiceM8 With 1500+ Other Apps

Coassemble
Popular Coassemble Integrations
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ServiceM8
Popular ServiceM8 Integrations
Sync ServiceM8 with accounting, scheduling, and project management tools to keep service data working across your stack.
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