Microsoft Outlook + ServiceM8 Integration

Integrate Microsoft Outlook to ServiceM8 in one click, or tell Integrately AI how you want each job handled. Capture email requests, create client records, schedule service jobs, and notify your field team automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Microsoft Outlook
    Email with attachments received in inbox in Microsoft Outlook
  • Microsoft Outlook
    New Email Flagged in Microsoft Outlook
  • Microsoft Outlook
    Email is received in folder in Microsoft Outlook
  • Microsoft Outlook
    Email is created in Microsoft Outlook
  • Microsoft Outlook
    Contact is updated in Microsoft Outlook
  • Microsoft Outlook
    Email is received in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is created in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is started in Microsoft Outlook
  • Microsoft Outlook
    Calendar event is updated in Microsoft Outlook
  • Microsoft Outlook
    Contact is created in Microsoft Outlook
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent 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.
  • Microsoft Outlook
    Remove all categories in Microsoft Outlook
  • Microsoft Outlook
    Forward email in Microsoft Outlook
  • Microsoft Outlook
    Delete contact in Microsoft Outlook
  • Microsoft Outlook
    Create mail folder in Microsoft Outlook
  • Microsoft Outlook
    Move email to folder in Microsoft Outlook
  • Microsoft Outlook
    Search Email in specific folder in Microsoft Outlook
  • Microsoft Outlook
    Mark email as read in Microsoft Outlook
  • Microsoft Outlook
    Mark email as unread in Microsoft Outlook
  • Microsoft Outlook
    Set Flag Status for Email in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive in Microsoft Outlook
  • Microsoft Outlook
    Copy email in archive Copy in Microsoft Outlook
  • Microsoft Outlook
    Set importance of email in Microsoft Outlook
  • Microsoft Outlook
    Reply to email in Microsoft Outlook
  • Microsoft Outlook
    Reply with extra recipients in Microsoft Outlook
  • Microsoft Outlook
    Set categories to email in Microsoft Outlook
  • Microsoft Outlook
    cansale calender Event in Microsoft Outlook
  • Microsoft Outlook
    Send email in Microsoft Outlook
  • Microsoft Outlook
    Create event in Microsoft Outlook
  • Microsoft Outlook
    Create contact in Microsoft Outlook
  • Microsoft Outlook
    Update contact in Microsoft Outlook
  • Microsoft Outlook
    Search contact in Microsoft Outlook
  • Microsoft Outlook
    Create draft email in Microsoft Outlook
  • Microsoft Outlook
    Search event in Microsoft Outlook
  • Microsoft Outlook
    Update event in Microsoft Outlook
  • Microsoft Outlook
    Get attachments in Microsoft Outlook
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job details 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
    Get staff by UUID in ServiceM8
  • ServiceM8
    Create a job in ServiceM8
  • ServiceM8
    Create a client in ServiceM8

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Ready WorkflowsReady Workflows   for Microsoft Outlook + ServiceM8 Integration

Create service jobs from customer emails, update client details, log communications, 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 Microsoft Outlook + ServiceM8 flow

Send job details to accounting tools, log communications, update spreadsheets, and trigger follow-up alerts once your core service workflow runs. Pick a combination and activate it in one click.

Microsoft Outlook
ServiceM8
+
Microsoft ExcelMicrosoft Excel (4)
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
+
GmailGmail (4)
+
TwilioTwilio (4)
M
S
M
When an email is received in Microsoft Outlook, create a job in ServiceM8 and add a spreadsheet row in Microsoft Excel.
New email requests instantly appear as service jobs in ServiceM8 while logging the details directly in Microsoft Excel.
S
M
M
When a new client is added in ServiceM8, search contact in Microsoft Outlook and update spreadsheet row in Microsoft Excel.
Keep Microsoft Excel updated whenever a new client is created in ServiceM8 and verified in Microsoft Outlook.
S
S
M
When a job is completed in ServiceM8, get job details by UUID in ServiceM8 and add spreadsheet row in Microsoft Excel.
Log completed service jobs from ServiceM8 into Microsoft Excel using retrieved job data.
S
M
M
Use Claude to summarise every job note added in ServiceM8, create a contact in Microsoft Outlook, and log it in Microsoft Excel.
Use Claude to extract summary notes from ServiceM8, create an Outlook contact, and record it in Microsoft Excel.

Supported triggers and actions for Microsoft Outlook and ServiceM8

Mix and match to build the exact automation you need

Microsoft Outlook
Microsoft Outlook Triggers & Actions
Email with attachments received in inbox in Microsoft Outlook
New email with attachments received in inbox
Try it →
New Email Flagged in Microsoft Outlook
New Email is Flagged
Try it →
Email is received in folder in Microsoft Outlook
Triggers the automation when an email is received
Try it →
Email is created in Microsoft Outlook
Triggers the automation when a new email is created
Try it →
Contact is updated in Microsoft Outlook
Triggers the automation when a contact is updated
Try it →
Email is received in Microsoft Outlook
Triggers the automation when an email is received
Try it →
Calendar event is created in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
Try it →
Calendar event is started in Microsoft Outlook
Triggers the automation when a new event is created in a calendar
Try it →
Calendar event is updated in Microsoft Outlook
Triggers the automation when a calendar event is updated
Try it →
Contact is created in Microsoft Outlook
Triggers the automation when a new contact is created
Try it →
Remove all categories in Microsoft Outlook
Remove all categories
Try it →
Forward email in Microsoft Outlook
Forward email
Try it →
Delete contact in Microsoft Outlook
Removes a contact from the address book
Try it →
Create mail folder in Microsoft Outlook
Create a mail folder
Try it →
Move email to folder in Microsoft Outlook
Move email to a folder
Try it →
Search Email in specific folder in Microsoft Outlook
Search Email in a specific folder
Try it →
Mark email as read in Microsoft Outlook
Mark email as a read
Try it →
Mark email as unread in Microsoft Outlook
Mark email as a unread
Try it →
Set Flag Status for Email in Microsoft Outlook
Set Flag Status for a Email
Try it →
Copy email in archive in Microsoft Outlook
Copy email in a archive
Try it →
Copy email in archive Copy in Microsoft Outlook
Copy email in a archive
Try it →
Set importance of email in Microsoft Outlook
Set importance of a email
Try it →
Reply to email in Microsoft Outlook
Reply to a email
Try it →
Reply with extra recipients in Microsoft Outlook
Reply with extra recipients
Try it →
Set categories to email in Microsoft Outlook
Set categories to a email
Try it →
cansale calender Event in Microsoft Outlook
Try it →
Send email in Microsoft Outlook
Sends an email to a recipient
Try it →
Create event in Microsoft Outlook
Adds a new contact to the contact list
Try it →
Create contact in Microsoft Outlook
Adds a new contact to the database
Try it →
Update contact in Microsoft Outlook
Updates contact information with new details
Try it →
Search contact in Microsoft Outlook
Finds and retrieves contact information
Try it →
Create draft email in Microsoft Outlook
Adds a new contact to the contact list
Try it →
Search event in Microsoft Outlook
Conduct a search for events based on particular criteria
Try it →
Update event in Microsoft Outlook
Updates event details with the latest information
Try it →
Get attachments in Microsoft Outlook
Retrieves attachments from emails and save them to a designated location
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
Try it →
Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
Try it →
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it →
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note is added to a job
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
Try it →
Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
Try it →
Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
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
Try it →
Search client in ServiceM8
Searches client by name
Try it →
Get job details by UUID in ServiceM8
Retrieve job 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 →
Get staff by UUID in ServiceM8
Retrieve staff 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 Microsoft Outlook + ServiceM8?

Streamline communication, job creation, and client updates across your service operations.

What you can automate?
📋
Create ServiceM8 jobs from incoming Microsoft Outlook emails
Turn customer inquiries and booking requests arriving in your inbox into structured jobs in ServiceM8 automatically. Eliminate manual data copying and respond to clients faster.
📥
Capture every submitted field from customer messages
Map full email bodies, sender names, and contact details into your job records instead of basic text summaries. Your service database becomes a reliable source for review and dispatch.
🔔
Tell the right team member as soon as a job arrives
Alert your field staff or dispatchers the moment a new client email converts into a service job. Ensure quick pick-up and eliminate waiting times for urgent requests.
🔀
Route records based on submitted email content
Apply conditional rules to incoming emails so high-priority requests trigger priority jobs while standard inquiries follow regular scheduling flows.
🔄
Keep client records updated across platforms
Synchronize contact updates, calendar events, and client details between Microsoft Outlook and ServiceM8 as jobs progress through various stages.
👥
Add or update contacts instead of creating duplicates
Search existing client databases before creating new profiles. Keep your directory clean and prevent redundant records when returning clients email your team.
💳
Handle later status changes like paid invoices or completed jobs
Trigger downstream updates whenever a job status changes, a quote is accepted, or a service invoice is paid. Keep administrative and field records perfectly aligned.
🔌
Extend your workflow to Gmail or other apps
Connect your core service pair with Gmail, QuickBooks Online, or Twilio to send automated notifications, log payments, and notify customers via text.
And much more...

Who is Microsoft Outlook + ServiceM8 integration for?

Service businesses, field teams, and operations managers eliminate manual data re-entry between customer emails and job management systems.

Operations managers
Operations managers
Field service dispatchers
Field service dispatchers
Account managers
Account managers
Customer support leads
Customer support leads
Project estimators
Project estimators
Service administrators
Service administrators
📈
Operations managers
You're reviewing completion metrics across your schedule but your reports only update when someone manually exports records, so your job counts are always lagging behind — with this integration, every completed service job updates your tracking instantly and your numbers stay current.
Field service dispatchers
You need to dispatch technicians the moment a customer inquiry arrives, but incoming emails sit unread in your inbox until someone copies them over, causing delayed response times — connecting these apps means every new email creates a service job instantly and your team dispatches without delay.
🤝
Account managers
You answer to clients who want immediate progress updates on their service requests, but looking up records across separate tools takes precious minutes during calls — with this integration, customer emails and job statuses sync automatically so you have accurate answers at your fingertips.
📞
Customer support leads
Your inbox volume is too high for anyone to keep up by hand, leading to missed client inquiries and overlooked service requests — automating both apps means customer emails convert into structured jobs instantly and nothing slips through the cracks.
📋
Project estimators
You own the estimating stage and depend on someone upstream to hand over customer communications, but details get lost in translation between email threads — integrating these apps means client inquiries and project specs transfer seamlessly into service quotes.
🗂️
Service administrators
You need a reliable history of client communications and job records, but manual copy-pasting keeps leaving frustrating gaps in your database — this integration means every email and client record is logged accurately and your audit trail remains complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Outlook + ServiceM8

Build and manage your Microsoft Outlook + 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 Microsoft Outlook + 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.
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Frequently Asked Questions

How do I connect Microsoft Outlook to ServiceM8?
Frequently Asked Questions
You can connect Microsoft Outlook to ServiceM8 in 1 click using ready workflows or ask Integrately AI to build the automation for you. You can also connect other tools like Gmail, Xero, and QuickBooks Online.
Can I automatically create ServiceM8 jobs from Microsoft Outlook emails?
Frequently Asked Questions
Can I connect Microsoft Outlook, ServiceM8, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Outlook and ServiceM8?
Frequently Asked Questions
How does Microsoft Outlook handle contact and calendar data in this integration?
Frequently Asked Questions
Can I sync ServiceM8 job details and client records automatically?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Outlook and ServiceM8?
Frequently Asked Questions
Is the Microsoft Outlook and ServiceM8 integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Microsoft Outlook or ServiceM8 With 1500+ Other Apps

Microsoft Outlook
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