Keap Max Classic + ServiceM8 Integration
Integrate Keap Max Classic to ServiceM8 in one click, or tell Integrately AI how you want each contact handled. Create a job from every new contact, dispatch staff, update your CRM, and log every detail automatically.
Free forever.Use premium features free for 14 days.1.
Invoice is paid in Keap Max Classic- Contact is updated in Keap Max Classic
- Contact is created in Keap Max Classic
- Invoice is created in Keap Max Classic
- Opportunity is created in Keap Max Classic
- Tag is created in Keap Max Classic
- Company is created in Keap Max Classic
- Subscription is created in Keap Max Classic
- Product is created in Keap Max Classic
- Affiliate is added in Keap Max Classic
- Tag is applied to contact in Keap Max Classic Instant
Form is submitted 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 is checked in in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Job quote is accepted 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
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Create payment in Keap Max Classic
- Create contact in Keap Max Classic
- Tag existing contact in Keap Max Classic
- Create or Update Contact in Keap Max Classic
- Update contact in Keap Max Classic
- Remove tag from contact in Keap Max Classic
- Get contact details by id in Keap Max Classic
- Apply tags to contact in Keap Max Classic
- Search tag in Keap Max Classic
- Create note in Keap Max Classic
- Create order in Keap Max Classic
- Create company in Keap Max Classic
- Create product in Keap Max Classic
- Search contact in Keap Max Classic
- Get job client contact by company UUID in ServiceM8
- Search client in ServiceM8
- Get job details by UUID in ServiceM8
- Get staff by UUID in ServiceM8
- Get job client details by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
Trusted by experts at...
Ready Workflows for Keap Max Classic + ServiceM8 Integration
Capture leads, create jobs, update statuses, alert your team, and track payments, 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 Keap Max Classic + ServiceM8 flow
Send invoices to accounting tools, notify teams via email, and sync customer data across your entire business stack. Pick a combination and activate it in one click.
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QuickBooks Online (4)
QuickBooks Online (4) +
Xero (4)
Xero (4) +
Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Google Calendar (4)
Google Calendar (4) +
Mailchimp (4)
Mailchimp (4) S
Q
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Create a QuickBooks Online invoice when a ServiceM8 job is completed, and tag the contact in Keap Max Classic
Completed ServiceM8 jobs instantly generate invoices in QuickBooks Online and update Keap Max Classic, removing manual bookkeeping steps.
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Q
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Create a QuickBooks Online customer when a new client is added in ServiceM8, and create a contact in Keap Max Classic
New ServiceM8 clients automatically sync to QuickBooks Online and Keap Max Classic, keeping your financial and CRM databases unified.
Q
S
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When a QuickBooks Online invoice is paid, update the job status in ServiceM8 and record a payment in Keap Max Classic
Paid QuickBooks Online invoices update job statuses in ServiceM8 and log payments in Keap Max Classic automatically.
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Create a QuickBooks Online estimate for every Keap Max Classic opportunity, and create a draft job in ServiceM8
Keap Max Classic opportunities automatically generate QuickBooks Online estimates and ServiceM8 jobs for seamless quoting.
Supported triggers and actions for Keap Max Classic and ServiceM8
Mix and match to build the exact automation you need
Keap Max Classic Triggers & Actions
Contact is created in Keap Max Classic
Triggers the automation when a new contact is created
Try it → Invoice is created in Keap Max Classic
Triggers the automation when any invoice is added or modified
Try it → Opportunity is created in Keap Max Classic
Triggers the automation when any opportunity is updated
Try it → Company is created in Keap Max Classic
Triggers the automation when a new company is created
Try it → Subscription is created in Keap Max Classic
Triggers the automation when a new subscription is created
Try it → Product is created in Keap Max Classic
Triggers the automation when a new product is created
Try it → Affiliate is added in Keap Max Classic
Triggers the automation when a new affiliate is added
Try it → Instant
Tag is applied to contact in Keap Max Classic
Triggers the automation when a tag is added
Try it → ServiceM8 Triggers & Actions
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → What can you automate with Keap Max Classic + ServiceM8?
Streamline your entire client lifecycle from initial lead capture in Keap Max Classic to job completion and invoicing in ServiceM8.
🔄
Sync new contacts into service jobs automatically
Turn every new contact created in Keap Max Classic into a scheduled job in ServiceM8 instantly, removing manual data transfer between sales and operations.
📋
Capture every submitted field and note
Map custom form fields, contact details, and initial notes from Keap Max Classic straight into ServiceM8 job descriptions for complete context.
🔔
Alert team members on job updates
Notify staff via Gmail or internal notes the moment a job status changes or a new client is added, keeping your entire crew informed.
🔀
Route workflows based on submitted data
Trigger different actions depending on job types, service tiers, or custom tags applied to your Keap Max Classic contacts.
🔄
Keep records updated as work progresses
Automatically update job statuses in ServiceM8 and log corresponding notes in Keap Max Classic as projects move through operational stages.
👥
Prevent duplicate client and contact records
Search existing databases before creating new entries, ensuring your Keap Max Classic and ServiceM8 records remain clean and deduplicated.
💳
Handle payments and invoice statuses
Update job invoices in ServiceM8 when payments are received in Keap Max Classic, keeping accounting and operational ledgers synchronized.
🔌
Extend your workflow to accounting and email tools
Connect your core Keap Max Classic and ServiceM8 flow with QuickBooks Online, Gmail, or Mailchimp to handle billing and marketing seamlessly.
And much more...
Who is Keap Max Classic + ServiceM8 integration for?
Service business owners, sales managers, and operations teams rely on this integration to eliminate manual data entry and keep client schedules synchronised.
Operations directors
Dispatch managers
Customer success teams
Business owners
Field service technicians
Finance coordinators
📈
Operations directors
You're managing field schedules in ServiceM8 while customer pipelines live in Keap Max Classic, but manual handoffs cause scheduling bottlenecks — this integration means every new contact creates a job instantly and your operations run without friction.
⚡
Dispatch managers
You need to dispatch field staff the moment a sales lead converts, but waiting for manual exports leaves technicians sitting idle — with this integration, accepted quotes and new contacts trigger job creation instantly so your team moves fast.
🤝
Customer success teams
You answer client inquiries about job progress, but lagging updates between your CRM and field tool lead to miscommunication — automating both apps means client notes and job statuses stay perfectly aligned.
📊
Business owners
You're scaling your service business, but high inquiry volumes make manual client onboarding unsustainable — this integration means every submission flows straight into your CRM and job queue without manual intervention.
🔧
Field service technicians
You depend on office staff to hand over customer details before heading to a job site, but missing information delays service calls — connecting these apps means job notes and client profiles appear in your system automatically.
📑
Finance coordinators
You reconcile paid invoices against completed jobs, but missing transaction logs create gaps in your financial history — with this integration, every payment and completed task updates your records reliably.
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 Keap Max Classic + ServiceM8
Build and manage your Keap Max Classic + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Keap Max Classic + 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
Connect Keap Max Classic + ServiceM8 Now 
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Frequently Asked Questions
How do I connect Keap Max Classic to ServiceM8?
You can connect Keap Max Classic to ServiceM8 in 1 click using ready templates on Integrately, along with QuickBooks Online, Xero, Stripe, Gmail, Google Calendar, and Mailchimp. Use Integrately AI to customise your workflow or set it up instantly.
Can I automatically create a ServiceM8 job when a contact is created in Keap Max Classic?
Can I connect Keap Max Classic, ServiceM8, and QuickBooks Online?
What is a good Zapier alternative for Keap Max Classic and ServiceM8?
How does Keap Max Classic handle contact updates in this integration?
Can ServiceM8 job status changes update Keap Max Classic records?
Do I need coding skills to automate Keap Max Classic and ServiceM8?
Is the Keap Max Classic and ServiceM8 integration free?
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