

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.
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Ready 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.
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 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.


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QuickBooks Online (3)
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Mailchimp (3)
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Xero (3)
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Stripe (3)
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Slack (3)
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Google 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 Triggers & Actions
Instant
Member is created in Referral Rock
Triggers the automation when a new member is added
Try it → Instant
Member is updated in Referral Rock
Triggers the automation when a member's profile is updated
Try it → Instant
Referral is created in Referral Rock
Triggers the automation when a referral is created
Try it → Instant
Referral is updated in Referral Rock
Triggers the automation when a referral is updated
Try it → 
ServiceM8 Triggers & Actions
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it → Instant
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it → Instant
Message is received in inbox in ServiceM8
Triggers automation when a message is received in the inbox
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.
🔄
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
Field service managers
Operations directors
Customer success teams
Account executives
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.

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 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
Connect Referral Rock + 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?
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Connect Accounts
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Automation is ready
Connect Referral Rock + ServiceM8 Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Referral Rock to ServiceM8?
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?
Can I connect Referral Rock, ServiceM8, and Slack?
What is a good Zapier alternative for Referral Rock and ServiceM8?
How are member updates handled between Referral Rock and ServiceM8?
Can ServiceM8 job completions trigger updates in Referral Rock?
Do I need coding skills to build a Referral Rock and ServiceM8 integration?
Is the Referral Rock and ServiceM8 integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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