MeisterTask + ServiceM8 Integration

Integrate MeisterTask to ServiceM8 in one click, or tell Integrately AI how you want each task handled. Create tasks from new jobs, update project tracking, sync client details, and keep your team aligned automatically.

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1.
  • MeisterTask
    Task is created in MeisterTask
  • MeisterTask
    Attachment is created in MeisterTask
  • MeisterTask
    Project is created in MeisterTask
  • MeisterTask
    Comment is added in MeisterTask
  • MeisterTask
    Checklist item is created in MeisterTask
  • MeisterTask
    Tag is applied to task in MeisterTask
  • MeisterTask
    Tag is created in MeisterTask
  • MeisterTask
    Section is created in MeisterTask
  • MeisterTask
    Person is created in MeisterTask
  • 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.
  • MeisterTask
    Create task in MeisterTask
  • MeisterTask
    Update Task in MeisterTask
  • MeisterTask
    Search task in MeisterTask
  • MeisterTask
    Search attachment in MeisterTask
  • MeisterTask
    Search Tag in MeisterTask
  • MeisterTask
    Applied tag to task in MeisterTask
  • MeisterTask
    Create tag in MeisterTask
  • MeisterTask
    Search person in MeisterTask
  • MeisterTask
    Search section in MeisterTask
  • MeisterTask
    Search project in MeisterTask
  • 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 MeisterTask + ServiceM8 Integration

Capture new jobs, create matching tasks, update project statuses, alert your team, and track client interactions, 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 MeisterTask + ServiceM8 flow

Route job details to your accounting tools, calendar schedules, team messaging channels, SMS notifications, email inboxes, and financial ledgers. Pick a combination and activate it in one click.

MeisterTask
ServiceM8
+
QuickBooks OnlineQuickBooks Online (8)
+
Google CalendarGoogle Calendar (8)
+
SlackSlack (8)
+
TwilioTwilio (8)
+
GmailGmail (8)
+
XeroXero (8)
S
M
Q
Create a MeisterTask task and a QuickBooks Online invoice when a new job is created in ServiceM8
New ServiceM8 jobs immediately generate a MeisterTask task and a QuickBooks Online invoice, eliminating manual data entry between your field service and accounting tools.
S
M
Q
Update the MeisterTask task and create a QuickBooks Online customer when a new client is added in ServiceM8
Every new ServiceM8 client creates a matching QuickBooks Online customer record and updates your MeisterTask board automatically.
S
M
Q
When a ServiceM8 job status changes, update the MeisterTask task and update the QuickBooks Online invoice
Job status updates in ServiceM8 automatically propagate to your MeisterTask task boards and QuickBooks Online invoices.
S
M
Q
Create a MeisterTask task and update the QuickBooks Online customer when a company is updated in ServiceM8
Company profile changes in ServiceM8 automatically refresh your MeisterTask tasks and QuickBooks Online customer accounts.
S
M
Q
If a ServiceM8 job is completed, create a MeisterTask task and create a QuickBooks Online invoice
Completed ServiceM8 jobs instantly trigger task archiving in MeisterTask and generate final invoices in QuickBooks Online.
S
M
Q
When a ServiceM8 job invoice is paid, update the MeisterTask task and update the QuickBooks Online invoice
Paid invoices in QuickBooks Online update your MeisterTask boards and ServiceM8 status records without manual checking.
S
M
Q
Use ChatGPT to summarise every new ServiceM8 job note, create a MeisterTask task, and create a QuickBooks Online customer
ChatGPT processes new ServiceM8 job notes to create structured MeisterTask tasks and QuickBooks Online customer records.
S
M
Q
S
Turn every new ServiceM8 job into a MeisterTask project, create a QuickBooks Online invoice, and post an alert in Slack
New ServiceM8 jobs build a MeisterTask project, generate a QuickBooks Online invoice, and announce the project in Slack.

Supported triggers and actions for MeisterTask and ServiceM8

Mix and match to build the exact automation you need

MeisterTask
MeisterTask Triggers & Actions
Task is created in MeisterTask
Triggers the automation when a new task is created
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Attachment is created in MeisterTask
Triggers the automation when a new attachment is created
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Project is created in MeisterTask
Triggers the automation when a new project is created
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Comment is added in MeisterTask
Triggers the automation when a comment is added
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Checklist item is created in MeisterTask
Triggers the automation when a new checklist item is created
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Tag is applied to task in MeisterTask
Triggers the automation when a tag is added
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Tag is created in MeisterTask
Triggers the automation when a tag is added
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Section is created in MeisterTask
Triggers the automation when a section is created
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Person is created in MeisterTask
Triggers the automation when a new person is created
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Create task in MeisterTask
Creates a new task
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Update Task in MeisterTask
Updates the task with new information or changes
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Search task in MeisterTask
Searches for a task
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Search attachment in MeisterTask
Searches for an attachment
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Search Tag in MeisterTask
Searches for a tag
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Applied tag to task in MeisterTask
Categorize task by applying particular tag
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Create tag in MeisterTask
Generates a new tag
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Search person in MeisterTask
Retrieves information about a person
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Search section in MeisterTask
Searches for a section
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Search project in MeisterTask
Searches for a project
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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
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 MeisterTask + ServiceM8?

Streamline your field service operations by connecting task management and job tracking into a single continuous workflow.

What you can automate?
Automatically create tasks from new service jobs
Turn every new ServiceM8 job into a matching MeisterTask task the moment it is booked. Eliminate manual data entry and ensure project boards reflect incoming work instantly.
📋
Capture every submitted field and note
Map all available ServiceM8 form submissions, job notes, and client details directly into your MeisterTask task descriptions. Keep project boards fully detailed without manual copying.
🔔
Notify your team the moment work changes
Alert your operations channel or dispatchers in Slack or via email whenever a ServiceM8 job status changes or a quote is accepted. Keep everyone aligned without chasing updates.
🔀
Route tasks based on job details
Send urgent service jobs to priority MeisterTask boards and standard requests to routine workflows. Create conditional paths based on submitted client tiers or job types.
🔄
Keep project statuses synchronized
Update MeisterTask tasks automatically whenever ServiceM8 jobs progress through different stages from queued to completed. Maintain accurate operational visibility.
🔍
Search and update existing client records
Find existing clients and company profiles in ServiceM8 before creating new tasks, preventing duplicate entries and maintaining clean project histories.
💰
Automate actions on quote and invoice events
Trigger follow-up tasks in MeisterTask whenever a ServiceM8 job quote is sent, accepted, or when an invoice is paid. Streamline your revenue collection workflow.
🔌
Extend your workflow to accounting and calendars
Connect QuickBooks Online, Google Calendar, or Slack to your core MeisterTask and ServiceM8 flow. Create invoices, schedule site visits, and notify teams in one automated sequence.
And much more...

Who is MeisterTask + ServiceM8 integration for?

Service business leaders, dispatchers, and project managers depend on seamless task and field data syncing to eliminate manual double entry and operational delays.

Operations directors
Operations directors
Field dispatchers
Field dispatchers
Client account managers
Client account managers
Service coordinators
Service coordinators
Field technicians
Field technicians
Quality assurance leads
Quality assurance leads
📈
Operations directors
You report on job completion metrics and project statuses, but your task boards only update when someone manually copies records over, so the metrics you review are always a few hours behind — with this integration, every new job and task update syncs instantly and your pipeline stays current.
Field dispatchers
You need to assign field staff as soon as customer requests arrive, but delays in creating project tasks leave your technicians waiting for instructions — automating both apps means every new ServiceM8 job creates a MeisterTask task instantly so dispatching happens without friction.
🤝
Client account managers
You answer to clients who want immediate progress updates on their service calls, but scattered notes leave you scrambling for status reports — connecting these apps means project milestones update automatically across your task boards so you always have accurate answers ready.
📋
Service coordinators
The volume of daily service calls and customer form submissions is too high for anyone to keep up by hand, leading to missed follow-ups and dropped tasks — automating both apps means every submission populates your boards immediately and nothing falls through the cracks.
🔧
Field technicians
You depend on office staff to hand over job details and schedule requirements before you can start work, but communication gaps stall your schedule — this integration means every job creation triggers task creation and calendar booking automatically so you can start work right away.
📊
Quality assurance leads
You need a reliable history of job reviews, notes, and completion statuses for auditing, but manual record-keeping keeps leaving gaps in your archives — automating both apps means every customer review and job update logs itself perfectly across your entire system.
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 MeisterTask + ServiceM8

Build and manage your MeisterTask + 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 MeisterTask + 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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in $19.99

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Frequently Asked Questions

How do I connect MeisterTask to ServiceM8?
Frequently Asked Questions
You can connect MeisterTask to ServiceM8 in 1-click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It also integrates seamlessly with Slack, QuickBooks Online, and Gmail.
Can I automatically create MeisterTask tasks when a new job is created in ServiceM8?
Frequently Asked Questions
Can I connect MeisterTask, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for MeisterTask and ServiceM8?
Frequently Asked Questions
How does MeisterTask handle task creation during service updates?
Frequently Asked Questions
Can ServiceM8 trigger updates in MeisterTask when job statuses change?
Frequently Asked Questions
Do I need coding skills to integrate MeisterTask and ServiceM8?
Frequently Asked Questions
Is the MeisterTask and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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