Referral Rock + ServiceM8 Integration

Integrate Referral Rock to ServiceM8 in one click, or tell Integrately AI how you want each referral handled. Track new referrals, create clients in ServiceM8, update job details, and sync your data automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Referral Rock
    Member is created in Referral Rock Instant
  • Referral Rock
    Member is updated in Referral Rock Instant
  • Referral Rock
    Referral is created in Referral Rock Instant
  • Referral Rock
    Referral is updated in Referral Rock Instant
  • Referral Rock
    Reward is created in Referral Rock Instant
  • Referral Rock
    Reward is updated in Referral Rock Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed 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
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out 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 is updated 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
    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.
  • Referral Rock
    Add member in Referral Rock
  • Referral Rock
    Search member in Referral Rock
  • Referral Rock
    Add referral in Referral Rock
  • Referral Rock
    Add potential invite in Referral Rock
  • Referral Rock
    Update referral in Referral Rock
  • Referral Rock
    Search referral in Referral Rock
  • Referral Rock
    Search program in Referral Rock
  • Referral Rock
    Unsubscribe email in Referral Rock
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client 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 Referral Rock + ServiceM8 Integration

Capture referrals, create matching clients, update job records, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Create your workflow with Integrately AI.
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Connect more apps to your Referral Rock + ServiceM8 flow

Send new client data to accounting, keep mailing lists updated, and alert your team on messaging apps once your core flow finishes. Pick a combination and activate it in one click.

Referral Rock
ServiceM8
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
XeroXero (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
R
S
Q
Create a QuickBooks customer and a ServiceM8 client whenever a new referral is created in Referral Rock
New Referral Rock referrals automatically generate a client in ServiceM8 and a customer profile in QuickBooks Online without manual data entry.
R
S
Q
Create a QuickBooks invoice when a job is completed in ServiceM8, and log the referral details from Referral Rock
Completed ServiceM8 jobs trigger QuickBooks invoices while keeping referral records linked.
R
S
Q
When a new member joins Referral Rock, create a ServiceM8 client and add a QuickBooks customer record
New referral members immediately establish customer and client profiles in your core business tools.

Supported triggers and actions for Referral Rock and ServiceM8

Mix and match to build the exact automation you need

Referral Rock
Referral Rock Triggers & Actions
Instant
Member is created in Referral Rock
Triggers the automation when a new member is added
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Instant
Member is updated in Referral Rock
Triggers the automation when a member's profile is updated
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Instant
Referral is created in Referral Rock
Triggers the automation when a referral is created
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Instant
Referral is updated in Referral Rock
Triggers the automation when a referral is updated
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Instant
Reward is created in Referral Rock
Triggers the automation when a reward is created
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Instant
Reward is updated in Referral Rock
Triggers the automation when a reward is updated
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Add member in Referral Rock
Adds a new member to the particular group or team
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Search member in Referral Rock
Searches for a member with
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Add referral in Referral Rock
Creates and track referrals with
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Add potential invite in Referral Rock
Sends invitations to potential contacts for upcoming events
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Update referral in Referral Rock
Updates referral information
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Search referral in Referral Rock
Searches for a referral
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Search program in Referral Rock
Searches for a program
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Unsubscribe email in Referral Rock
Removes email address from mailing list
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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 status is changed in ServiceM8
Triggers automation when a job status is changed
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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 quote is sent in ServiceM8
Triggers automation when a job quote is sent
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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 photo is added in ServiceM8
Triggers automation when a photo is added to a job
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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 is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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 badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
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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 is updated in ServiceM8
Triggers automation when a job is updated
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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
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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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Search client in ServiceM8
Searches client by name
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
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Create a job in ServiceM8
Creates a new job
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Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with Referral Rock + ServiceM8?

Streamline your referral and field service operations by automating client creation, job updates, and data syncs between Referral Rock and ServiceM8.

What you can automate?
🔄
Create ServiceM8 clients from new referrals
Automatically create a new client in ServiceM8 the moment a member or referral is created in Referral Rock, eliminating manual data entry between your marketing and field tools.
📋
Capture every detail from referral forms
Map custom member fields, contact details, and program information directly into ServiceM8 client profiles instead of basic names and emails.
🔔
Alert your team instantly on new referrals
Notify your staff via Slack or email the second a high-value referral is registered or a new client is added in ServiceM8.
🔀
Route clients based on program criteria
Perform different actions in ServiceM8 depending on the specific referral program or tier selected by the participant.
📝
Keep records synchronized across platforms
Automatically update ServiceM8 client details whenever membership status or referral information changes in Referral Rock.
🔍
Prevent duplicate client records
Search existing ServiceM8 records before creating new clients, updating existing profiles when a referral returns.
Trigger actions on job and referral updates
Automate follow-up workflows when a ServiceM8 job is completed or a Referral Rock reward is issued.
🔌
Connect to accounting and messaging apps
Send payment data to QuickBooks Online or post notifications to Slack as soon as your Referral Rock and ServiceM8 flow completes.
And much more...

Who is Referral Rock + ServiceM8 integration for?

Service businesses and marketers using Referral Rock and ServiceM8 need streamlined client handoffs, eliminating manual data entry between referral programs and job management.

Performance marketers
Performance marketers
Field service managers
Field service managers
Operations directors
Operations directors
Customer success teams
Customer success teams
Account executives
Account executives
Business owners
Business owners
📈
Performance marketers
You're running referral campaigns in Referral Rock to drive local business, but your ServiceM8 client lists only update when someone manually exports data, so your acquisition tracking is always hours behind — with this integration, every new referral lands in ServiceM8 instantly and your pipeline stays current.
🚨
Field service managers
You need to dispatch technicians quickly when new clients arrive from referral programs, and you find out too late because contact details sit unread in your inbox — with this integration, every referral automatically creates a client in ServiceM8 so your team can act immediately.
📊
Operations directors
You answer to executive leadership who want to see real-time ROI on referral programs linked to field jobs, but fragmented platforms leave reporting gaps — with this integration, data flows cleanly between Referral Rock and ServiceM8 to give you accurate performance numbers.
⚙️
Customer success teams
The volume of new referrals and client bookings is too high for anyone to keep up by hand, leading to missed follow-ups and lost revenue — with this integration, every referral and client creation is handled automatically.
🤝
Account executives
You own the client intake process and depend on marketers to hand over referral leads, but manual handoffs cause delays — with this integration, new members flow straight from Referral Rock into ServiceM8 without delay.
🗂️
Business owners
You need a reliable history of all client interactions from initial referral to completed service job, but manual entry creates messy gaps in your records — with this integration, every referral and job update is logged reliably.
Our team

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Why choose Integrately to automate Referral Rock + ServiceM8

Build and manage your Referral Rock + 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 Referral Rock + 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
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2
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Referral Rock to ServiceM8?
Frequently Asked Questions
You can connect Referral Rock to ServiceM8 in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields.
Can I automatically create ServiceM8 clients from new Referral Rock referrals?
Frequently Asked Questions
Can I connect Referral Rock, ServiceM8, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Referral Rock and ServiceM8?
Frequently Asked Questions
How are member updates handled between Referral Rock and ServiceM8?
Frequently Asked Questions
Can ServiceM8 job completions trigger updates in Referral Rock?
Frequently Asked Questions
Do I need coding skills to build a Referral Rock and ServiceM8 integration?
Frequently Asked Questions
Is the Referral Rock and ServiceM8 integration free?
Frequently Asked Questions
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You Can Also Connect Referral Rock or ServiceM8 With 1500+ Other Apps

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