ServiceM8 + Sharepoint Integration

Integrate ServiceM8 to Sharepoint in one click, or tell Integrately AI how you want each job handled. Track job progress, create matching folders, store documents securely, and update your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job quote is sent 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 review is received in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Company is created in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Form is submitted 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 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 note is added in ServiceM8 Instant
  • ServiceM8
    Job badge is added 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
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • 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
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready WorkflowsReady Workflows   for ServiceM8 + Sharepoint Integration

Create folders for new jobs, store project files, organise information, and access documents instantly, 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 ServiceM8 + Sharepoint flow

Keep accounting records updated, manage invoices, and track business finances alongside your job and document workflows. Pick a combination and activate it in one click.

ServiceM8
Sharepoint
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (3)
+
XeroXero (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
XeroXero (3)
+
QuickBooks OnlineQuickBooks Online (3)
S
X
S
Create a Xero invoice for every new job in ServiceM8, and create a matching folder in Sharepoint
New ServiceM8 jobs generate invoices in Xero and folders in Sharepoint immediately, eliminating manual data entry.
S
X
S
When a Job invoice is paid in ServiceM8, update the invoice in Xero and upload the payment receipt to Sharepoint
Paid invoices in ServiceM8 update Xero records and store receipts in Sharepoint without manual effort.
S
X
S
Create a Xero contact whenever a new client is added in ServiceM8, and create a Sharepoint record folder
New clients in ServiceM8 appear in Xero and Sharepoint instantly, ensuring clean records everywhere.
S
X
S
Use Claude to summarise every ServiceM8 job note, create a Xero bill, and save the summary in Sharepoint
Claude summarizes job notes to generate Xero bills and saves the briefing document in Sharepoint.

Supported triggers and actions for ServiceM8 and Sharepoint

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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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
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
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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 review is received in ServiceM8
Triggers automation when a job review is received
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Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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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 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 note is added in ServiceM8
Triggers automation when a note is added to 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
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
Try it →
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
Try it →
Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Get staff by UUID in ServiceM8
Retrieve staff 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 →
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 →
Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Create list in Sharepoint
Generates a new list
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Create list item in Sharepoint
Adds a new item to a list
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Search site in Sharepoint
Try it →
Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
Try it →
Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
Try it →
Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with ServiceM8 + Sharepoint?

Streamline your field service operations by connecting job management directly with secure document storage.

What you can automate?
📁
Create Sharepoint folders automatically for every new job
Set up a dedicated folder in Sharepoint the moment a new job is created in ServiceM8, keeping all project files structured and ready.
📝
Capture every submitted form and job note into organized folders
Map submitted ServiceM8 forms and job notes directly into Sharepoint storage instead of losing critical project details across separate tools.
🔔
Alert your team instantly when job statuses change
Notify staff members immediately in your connected communication channels whenever a job milestone is reached or a quote is accepted.
🔀
Route files based on specific submitted job categories
Create different document folders or trigger specific workflows depending on the job type or category submitted in your service platform.
🔄
Keep Sharepoint records updated as job details change
Update existing Sharepoint files and metadata automatically whenever job notes, client details, or statuses change in ServiceM8.
🔍
Search folders by name to avoid duplicate records
Search existing folder structures by company or client name before uploading new files, preventing messy duplicates in your document storage.
Archive completion documents when job status changes
Move project files to completed archives or generate final documentation packages when a job status changes to completed in ServiceM8.
💳
Extend your core workflow to accounting and invoicing apps
Connect your ServiceM8 and Sharepoint automation pipeline to Xero for automated invoicing and seamless financial tracking.
And much more...

Who is ServiceM8 + Sharepoint integration for?

Service businesses, contractors, and project managers who need to coordinate field operations, store documents securely, and keep financial records perfectly aligned.

Operations managers
Operations managers
Field supervisors
Field supervisors
Account managers
Account managers
Customer support teams
Customer support teams
Billing specialists
Billing specialists
Compliance officers
Compliance officers
📊
Operations managers
You track completed jobs and document statuses across your business, but your project reports only update when someone manually exports records, so your operational metrics are always a few hours behind — with this integration, every job milestone updates your files instantly and your data stays current.
Field supervisors
You need to dispatch teams and verify job notes immediately, but critical updates sit unread until the end of the day, causing costly delays — automating both apps means every job status change triggers instant document organisation so your team can act without waiting.
🤝
Account managers
Your clients constantly request job updates, project photos, and compliance documents, but gathering these files takes hours of searching through disconnected systems — this integration means every completed job automatically organises client documents into secure folders for effortless sharing.
📦
Customer support teams
You manage hundreds of client requests and service tickets daily, but manual data entry leaves gaps and slows down response times — automating both apps means every new client and form submission flows directly into organised folders without manual effort.
🔄
Billing specialists
You wait for field staff to hand over job notes and completion forms before you can process invoices, creating a frustrating bottleneck at the end of every week — with this integration, completed job details flow straight into your document storage and accounting systems the moment work finishes.
🗂️
Compliance officers
You rely on complete audit trails for safety and regulatory checks, but manual record-keeping always results in missing certificates and lost job forms — connecting these apps means every form submission and job photo is stored securely and permanently right when it happens.
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 ServiceM8 + Sharepoint

Build and manage your ServiceM8 + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ServiceM8 + Sharepoint 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ServiceM8 to Sharepoint?
Frequently Asked Questions
You can connect ServiceM8 to Sharepoint in 1-click using ready templates on Integrately, or ask Integrately AI to build your custom workflow alongside apps like Xero and QuickBooks Online.
Can I automatically create Sharepoint folders when a new job is created in ServiceM8?
Frequently Asked Questions
Can I connect ServiceM8, Sharepoint, and Xero?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Sharepoint?
Frequently Asked Questions
How do ServiceM8 job updates trigger file actions in Sharepoint?
Frequently Asked Questions
Can Sharepoint search folders by name during job workflows?
Frequently Asked Questions
Do I need coding skills to set up ServiceM8 and Sharepoint integrations?
Frequently Asked Questions
Is the ServiceM8 and Sharepoint integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect ServiceM8 or Sharepoint With 1500+ Other Apps

ServiceM8
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Sharepoint
Popular Sharepoint Integrations
Sync Sharepoint with cloud storage, document editors, and project management tools to keep files working across your stack.