Jotform + ServiceM8 Integration

Integrate Jotform to ServiceM8 in one click, or tell Integrately AI how you want each submission handled. Create jobs, search client records, update client profiles, and notify your field team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Jotform
    Form is submitted in Jotform
  • ServiceM8
    Staff has clocked off 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
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent 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
    Form is submitted 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
    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.
  • Jotform
    Get form submission by ID in Jotform
  • Jotform
    Create form submission in Jotform
  • 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 Jotform + ServiceM8 Integration

Create jobs, add clients, update records, and notify your team, 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 Jotform + ServiceM8 flow

Turn Jotform submissions into ServiceM8 jobs, then sync accounting, schedule team calendars, and alert staff. Pick a combination and activate it in one click.

Jotform
ServiceM8
+
QuickBooks OnlineQuickBooks Online (3)
+
Google CalendarGoogle Calendar (3)
+
SlackSlack (3)
+
TwilioTwilio (3)
+
GmailGmail (3)
+
XeroXero (3)
J
S
Q
Create a ServiceM8 client and a QuickBooks Online customer for every new Jotform form submission
New Jotform submissions automatically create a client in ServiceM8 and a corresponding customer in QuickBooks Online.
J
S
Q
Create a ServiceM8 job from every Jotform form submission and open a QuickBooks Online invoice
Turn Jotform submissions into ServiceM8 jobs and generate matching invoices in QuickBooks Online instantly.
J
C
S
Q
Use ChatGPT to extract billing details from a Jotform form submission, create a ServiceM8 client, and create a QuickBooks Online customer
ChatGPT processes Jotform submissions to create precise ServiceM8 clients and QuickBooks Online customer accounts.

Supported triggers and actions for Jotform and ServiceM8

Mix and match to build the exact automation you need

Jotform
Jotform Triggers & Actions
Form is submitted in Jotform
Triggers the automation when a form is filled
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Get form submission by ID in Jotform
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Create form submission in Jotform
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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
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
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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
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
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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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 Jotform + ServiceM8?

Streamline your field service operations by automating data flow from Jotform submissions straight into ServiceM8 jobs and client records.

What you can automate?
💼
Create ServiceM8 jobs from Jotform submissions automatically
Turn every online Jotform submission into a fully detailed ServiceM8 job the moment it is received, eliminating manual copy-pasting entirely.
📝
Capture every submitted form field without data loss
Map custom Jotform questions, dropdowns, and payment details directly into ServiceM8 client profiles and job descriptions for complete records.
🔔
Alert your dispatch team instantly on new submissions
Notify staff via Slack or email the second a Jotform entry comes in so dispatchers can assign the new ServiceM8 job immediately.
🔀
Route service requests based on submitted form answers
Send VIP Jotform submissions to high-priority ServiceM8 queues while routing standard enquiries to regular scheduling lists automatically.
🔄
Keep service records updated as forms change
Synchronise updates between Jotform submissions and existing ServiceM8 client files so your business data remains accurate.
🔍
Prevent duplicate clients with smart record matching
Search existing ServiceM8 client lists before creating new entries from Jotform submissions, updating current profiles instead of adding duplicates.
Trigger workflows on job completion and invoice updates
Track service lifecycles from Jotform intake all the way through ServiceM8 job completion and final invoicing.
🔗
Sync job data with your accounting and calendar apps
Extend your Jotform and ServiceM8 workflow to QuickBooks Online or Google Calendar to keep your entire business stack aligned.
And much more...

Who is Jotform + ServiceM8 integration for?

Service businesses, field managers, and operations teams looking to eliminate manual data entry between Jotform and ServiceM8 will streamline their workflow instantly.

Business analysts and owners
Business analysts and owners
Field service coordinators
Field service coordinators
Account managers
Account managers
Customer support teams
Customer support teams
Field technicians
Field technicians
Operations directors
Operations directors
📈
Business analysts and owners
You report on this and decide from it, but the numbers are always stale because form submissions sit in Jotform before anyone types them into ServiceM8 — this integration means every submission updates your system instantly and your dashboards stay current.
Field service coordinators
You need to act fast, and you find out too late when service requests wait in Jotform instead of triggering immediate dispatch — automating both apps means every new submission creates a ServiceM8 job straight away so your team responds instantly.
📋
Account managers
You answer to a client or an outside party who wants to see progress, but tracking submitted requests manually causes missed updates — with this integration, every Jotform submission immediately creates a ServiceM8 job and keeps everyone informed.
🚀
Customer support teams
The volume is too high for anyone to keep up by hand as hundreds of Jotform entries pile up unorganised — connecting these apps means client records and jobs are created automatically without manual bottlenecks.
🔧
Field technicians
You own the next step and depend on someone upstream to hand it over, but delays in moving Jotform data leave you waiting for work details — this integration means every submission flows directly into ServiceM8 so you have all job info on hand.
🗂️
Operations directors
You need a reliable history and keep finding gaps in it because manual entry misses crucial form fields from Jotform submissions — automating both apps means every field is captured accurately in ServiceM8 without missing records.
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 Jotform + ServiceM8

Build and manage your Jotform + 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 Jotform + 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Jotform to ServiceM8?
Frequently Asked Questions
You can connect Jotform to ServiceM8 in just one click using Integrately's ready-made automation templates or by telling Integrately AI what you need. It links your form submissions to your service management without manual entry, working alongside tools like Slack, Gmail, and QuickBooks Online.
Can I automatically create a ServiceM8 job from every Jotform submission?
Frequently Asked Questions
Can I connect Jotform, ServiceM8, and Google Calendar?
Frequently Asked Questions
What is a good Zapier alternative for Jotform and ServiceM8?
Frequently Asked Questions
How are custom form fields handled when connecting Jotform and ServiceM8?
Frequently Asked Questions
Can ServiceM8 job updates trigger actions back in Jotform or other apps?
Frequently Asked Questions
Do I need coding skills to automate Jotform and ServiceM8?
Frequently Asked Questions
Is the Jotform 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?

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