Formstack Forms + ServiceM8 Integration
Integrate Formstack Forms to ServiceM8 in one click, or tell Integrately AI how you want each submission handled. Create jobs, update clients, notify your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Submission is done in Formstack Forms Instant- Form is added in Formstack Forms
Job is checked in in ServiceM8 Instant- Job is queued in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Create submission for a form in Formstack Forms
- Get staff by UUID in ServiceM8
- Get job details by UUID in ServiceM8
- Search client in ServiceM8
- Get job client details by company UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
Trusted by experts at...
Ready Workflows for Formstack Forms + ServiceM8 Integration
Capture form submissions, create service jobs, add new clients, update project details, and notify your team, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Formstack Forms + ServiceM8 flow
Connect your essential communication, accounting, and spreadsheet tools to streamline client onboarding and job management. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
QuickBooks Online (3)
QuickBooks Online (3) +
Slack (3)
Slack (3) +
Google Sheets (3)
Google Sheets (3) +
Stripe (3)
Stripe (3) +
Xero (3)
Xero (3) F
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Create a ServiceM8 client from every Formstack Forms submission, and send a confirmation email in Gmail.
New Formstack Forms submissions instantly create clients in ServiceM8 and trigger a confirmation email in Gmail, eliminating manual data entry.
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Turn every Formstack Forms submission into a ServiceM8 job, and notify your team in Gmail.
Every form entry automatically schedules a ServiceM8 job and alerts your staff via Gmail so dispatching happens instantly.
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When a ServiceM8 job is completed from a Formstack Forms submission, send a follow-up email in Gmail.
Send automated follow-up emails in Gmail when ServiceM8 jobs originating from Formstack Forms are completed.
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Use ChatGPT to summarise Formstack Forms submissions, create a ServiceM8 job, and email the brief via Gmail.
Summarise client form responses with ChatGPT before creating a ServiceM8 job and emailing the executive brief in Gmail.
Supported triggers and actions for Formstack Forms and ServiceM8
Mix and match to build the exact automation you need
Formstack Forms Triggers & Actions
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → What can you automate with Formstack Forms + ServiceM8?
Streamline your client onboarding and job scheduling by connecting Formstack Forms and ServiceM8 for seamless automated workflows.
📋
Create a ServiceM8 job from every Formstack Forms submission instantly
Capture form inquiries and turn them into scheduled service jobs without manual data entry. Ensure every lead transitions into active field work the moment the form is submitted.
📝
Map every submitted form field into ServiceM8 client details
Transfer names, addresses, and service requirements directly into your job management system. Keep client profiles rich with detailed form responses.
🔔
Notify your team in Slack the moment a form is submitted
Alert technicians and dispatchers instantly when a new service request comes in. Keep your crew updated with real-time messaging integration.
🔀
Route service requests based on specific form selections
Send specific requests to dedicated team members or adjust job priorities automatically. Direct incoming work based on criteria submitted by the client.
🔄
Keep ServiceM8 client records updated as forms change
Ensure customer contact details and job notes remain current across your business stack. Prevent outdated client information from causing scheduling errors.
👥
Search existing clients before creating new ones in ServiceM8
Prevent duplicate entries by checking if a customer already exists in your database before creating a new record.
💳
Update job statuses when invoices are paid in ServiceM8
Trigger downstream workflows and record updates automatically upon job completion or payment processing. Keep your operational pipeline fully synchronised.
📊
Sync form submissions and service jobs to Google Sheets
Extend your workflow by logging every client interaction and job detail into a master spreadsheet. Maintain comprehensive backups of all incoming data.
And much more...
Who is Formstack Forms + ServiceM8 integration for?
Teams managing client intake and field service operations use this integration to eliminate manual data entry, accelerate dispatch times, and maintain accurate records across both platforms.
Performance marketers
Field service managers
Client account managers
Operations coordinators
Service dispatchers
Business owners
📈
Performance marketers
You're running campaigns driving traffic to online forms, but your reporting sheet only updates when someone manually checks submissions, so your conversion metrics are always lagging behind — automating both apps means every new submission lands instantly and your operational dashboard stays current.
⚡
Field service managers
You need to dispatch technicians quickly as requests arrive, but you find out too late because submissions sit in an inbox — this integration means every form entry instantly creates a job in ServiceM8 so your team can respond immediately.
🤝
Client account managers
You answer to clients who want fast responses to their service requests, but manual data entry causes severe delays — connecting these apps means every form submission is logged and tracked right away, keeping your stakeholders fully informed.
📊
Operations coordinators
The volume of incoming client requests is too high for anyone to keep up by hand, leading to missed details and frustrated customers — automating both apps means every submission flows straight into your job management system without manual bottlenecks.
🛠️
Service dispatchers
You own the scheduling step and depend on sales or intake teams to hand over form data, but information gets lost in transit — this integration means every form response automatically triggers a job record, ensuring a smooth handoff every single time.
🗂️
Business owners
You need a reliable history of all incoming service requests and client jobs, but your current manual records keep turning up gaps — automating both apps means every submission is accurately captured and tracked from start to finish.
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 Formstack Forms + ServiceM8
Build and manage your Formstack Forms + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Formstack Forms + ServiceM8 with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Formstack Forms to ServiceM8?
You can connect Formstack Forms to ServiceM8 instantly using ready workflows on Integrately, or by using Integrately AI to set up custom logic with Gmail, Slack, and 1,500+ other apps in 1-click.
Can I automatically create a ServiceM8 job when a form is submitted?
Can I connect Formstack Forms, ServiceM8, and Slack?
What is a good Zapier alternative for Formstack Forms and ServiceM8?
How does Formstack Forms handle form submissions in this integration?
How does ServiceM8 manage client records created from forms?
Can I set up these integrations without any coding?
Is the Formstack Forms and ServiceM8 integration free?
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