

ServiceM8 + Smart Task Integration
Integrate ServiceM8 to Smart Task in one click, or tell Integrately AI how you want each job handled. Manage your tasks, assign team members, track project progress, and streamline collaboration automatically.
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Ready Workflows for ServiceM8 + Smart Task Integration
Create tasks from new jobs, update project statuses, notify your team members, and sync client details, 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 ServiceM8 + Smart Task flow
Extend your automation stack with finance, communication, and storage tools once your core tasks are running. Pick a combination and activate it in one click.


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Xero (6)
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QuickBooks Online (6)
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Gmail (6)
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Slack (6)
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Google Drive (6)
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Stripe (6)
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Create a Xero invoice when a new job is completed in ServiceM8, and set up a tracking task in Smart Task.
Completed ServiceM8 jobs instantly generate a Xero invoice while opening a follow-up task in Smart Task, eliminating manual billing handoffs.
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Create a Xero contact when a new client is added in ServiceM8, and add an onboarding task in Smart Task.
New ServiceM8 clients automatically appear as contacts in Xero while triggering an onboarding task in Smart Task for your team.
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When a job quote is accepted in ServiceM8, create a Xero invoice and a project task in Smart Task.
Accepted ServiceM8 quotes trigger invoice creation in Xero and establish project tasks in Smart Task for immediate execution.
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When a job invoice is paid in ServiceM8, update the Xero record and close the tracking task in Smart Task.
Paid invoices in ServiceM8 update your financial records in Xero and mark the corresponding task as complete in Smart Task.
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Use Claude to summarise ServiceM8 job notes, record billing details in Xero, and create a review task in Smart Task.
Claude extracts key details from ServiceM8 job notes to log financial data in Xero and queue follow-up tasks in Smart Task.
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Turn every completed ServiceM8 job into a Xero record, create a project task in Smart Task, and notify your team in Slack.
Completed service jobs update Xero and Smart Task while notifying your operations channel in Slack in a 4-app pipeline.
Supported triggers and actions for ServiceM8 and Smart Task
Mix and match to build the exact automation you need

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 → 
Smart Task Triggers & Actions
Instant
Contact is created in Smart Task
Triggers the automation when a new contact is created
Try it → What can you automate with ServiceM8 + Smart Task?
Streamline your service operations by connecting ServiceM8 events directly to Smart Task project workflows.
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Create Smart Task tasks from new ServiceM8 jobs
Automatically open a project task in Smart Task whenever a new job is created in ServiceM8. Your team can begin planning and resource allocation immediately.
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Capture every submitted field in your workflows
Map detailed ServiceM8 form submissions and notes directly into separate Smart Task custom fields. Your collaboration boards retain all critical job specifications.
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Notify your team as soon as jobs update
Alert your team instantly in Smart Task when job statuses change or quotes are accepted in ServiceM8. Keep everyone aligned on active field operations.
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Route tasks based on submitted job details
Create different Smart Task assignments depending on the specific service type or client tier submitted in ServiceM8. Ensure work goes to the right department.
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Keep your project status up to date automatically
Update task progress in Smart Task whenever job milestones are reached or completed in ServiceM8. Eliminate manual status checking across platforms.
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Add or update records without creating duplicates
Search existing Smart Task projects and users before creating new items, ensuring your workspace stays clean and organized.
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Handle later status changes like payments and completions
Trigger follow-up tasks in Smart Task when job invoices are paid or jobs are checked out in ServiceM8. Automate your post-service closing workflow.
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Extend your workflow to finance and communication apps
Connect ServiceM8 and Smart Task with Xero, Slack, or Gmail to build a complete multi-step business pipeline. Keep billing and team chat fully synchronized.
And much more...
Who is ServiceM8 + Smart Task integration for?
Service businesses and operations teams connect ServiceM8 and Smart Task to eliminate manual task creation, keep project tracking accurate, and streamline team collaboration.
Operations managers
Field service coordinators
Account managers
Service dispatchers
Project supervisors
Business administrators
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Operations managers
You're reviewing completion reports across multiple service boards, but your project tasks only update when someone manually copies data, so your progress metrics are always lagging behind — this integration means every new job creates a tracking task instantly and your team dashboard stays current.
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Field service coordinators
You need to assign field staff as soon as jobs are booked, but manual handoffs mean team members find out hours too late — automating both apps means every new ServiceM8 job immediately generates a Smart Task assignment so dispatching happens without delay.
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Account managers
Your clients want to see immediate progress updates on their requested service work, but status updates get trapped in separate systems — connecting these apps means every job status change updates your Smart Task boards instantly so client reports are always accurate.
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Service dispatchers
The volume of daily service calls is too high for your team to keep up with manual task creation, leading to missed follow-ups — with this integration, every incoming booking and client record populates your collaboration workspace automatically without human error.
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Project supervisors
You own the execution phase and depend on field staff to hand over completed job notes before you can start work, but communication delays stall your timeline — automating both apps means completed service items trigger your task boards the second they happen.
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Business administrators
You need a reliable history of all service jobs and tasks, but manual entry keeps leaving gaps in your records — connecting these apps means every job creation, update, and completion flows into your workspace with complete data integrity.

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 + Smart Task
Build and manage your ServiceM8 + Smart Task automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ServiceM8 + Smart Task 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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Select Automation
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Connect Accounts
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Automation is ready
Connect ServiceM8 + Smart Task Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
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Highest Rated Integration Platform on G2
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Connect ServiceM8 + Smart Task Now 
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Frequently Asked Questions
How do I connect ServiceM8 to Smart Task?
You can connect ServiceM8 to Smart Task in 1-click using ready templates on Integrately, or use Integrately AI to build your custom workflow alongside apps like Slack, Gmail, and Xero.
Can I automatically create a Smart Task task when a new job is completed in ServiceM8?
Can I connect ServiceM8, Smart Task, and Slack?
What is a good Zapier alternative for ServiceM8 and Smart Task?
How does ServiceM8 handle job status updates in my automations?
Can Smart Task trigger actions in other apps when contacts are created?
Do I need coding skills to build a ServiceM8 and Smart Task integration?
Is the ServiceM8 and Smart Task integration free?
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Want to automate something else in your workflow?
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