ServiceM8 + Softr Integration
Integrate ServiceM8 to Softr in one click, or tell Integrately AI how you want each client handled. Sync client accounts, manage portal access, update your records, and streamline onboarding automatically.
Free forever.Use premium features free for 14 days.1.
Staff has clocked off in ServiceM8 Instant- Job is checked out in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Job is checked in in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Job is queued in ServiceM8 Instant
- Job invoice is sent in ServiceM8 Instant
- Job invoice is paid in ServiceM8 Instant
- Job badge is removed in ServiceM8 Instant
- Job badge is added in ServiceM8 Instant
- Job is updated in ServiceM8 Instant
- Proposal is viewed in ServiceM8 Instant
- Proposal is sent in ServiceM8 Instant
- Message is received in inbox in ServiceM8 Instant
- Form is submitted in ServiceM8 Instant
- Company is updated in ServiceM8 Instant
- Company is created in ServiceM8 Instant
- New job is created in ServiceM8 Instant
- New client is added in ServiceM8 Instant
- Form is completed in ServiceM8 Instant
2.
- Search client in ServiceM8
- Get job details by UUID in ServiceM8
- Get staff by UUID in ServiceM8
- Get job client details by company UUID in ServiceM8
- Get job client contact by company UUID in ServiceM8
- Create a job in ServiceM8
- Create a client in ServiceM8
Create user in Softr- Delete user in Softr
Trusted by experts at...
Ready Workflows for ServiceM8 + Softr Integration
Capture clients, manage portal accounts, sync records, alert your team, and trigger onboarding follow-ups, 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 + Softr flow
Sync client data with spreadsheets, notify teams on messaging apps, and handle accounting workflows seamlessly. Pick a combination and activate it in one click.
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Airtable (5)
Airtable (5) +
Google Sheets (4)
Google Sheets (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Gmail (4)
Gmail (4) +
Stripe (4)
Stripe (4) +
Slack (4)
Slack (4) S
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Add every new ServiceM8 client to your Airtable base, and create their user account in Softr
New ServiceM8 clients appear in Airtable instantly while Softr creates their portal login, eliminating manual data entry.
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When a job is completed in ServiceM8, update the Airtable project record and create a Softr user
Completed ServiceM8 jobs update your Airtable tracker and provision Softr access for clients automatically.
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When job status changes in ServiceM8, update Airtable and sync the user profile in Softr
Keep your Airtable dashboard and Softr client portal perfectly aligned with live ServiceM8 updates.
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When a job invoice is paid in ServiceM8, log it in Airtable and create a Softr portal user
Paid invoices in ServiceM8 trigger financial logs in Airtable and grant client portal access in Softr.
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Use ChatGPT to summarise new ServiceM8 client notes, save them in Airtable, and create a Softr user
ChatGPT generates concise client summaries from ServiceM8 notes for Airtable, while Softr provisions portal access.
Supported triggers and actions for ServiceM8 and Softr
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 → What can you automate with ServiceM8 + Softr?
Streamline client onboarding, user provisioning, and record keeping between your service management software and custom client portals.
🔄
Provision Softr portal users from ServiceM8 clients
Automatically create a new Softr user profile the moment a new client is added in ServiceM8, eliminating manual data entry and delays.
📋
Capture every submitted client field
Map all available ServiceM8 client details and job parameters directly into Softr user records rather than just basic names and emails.
🔔
Notify your team as soon as onboarding happens
Send instant team alerts on Slack or Gmail whenever a new client is added in ServiceM8 and their Softr account is provisioned.
🔀
Route users based on submitted client criteria
Perform different actions in Softr or connected databases depending on specific fields and parameters submitted in ServiceM8.
📝
Keep Softr profiles updated as jobs change
Automatically update user roles and status in Softr whenever job statuses or client details change in ServiceM8.
🔍
Add or update records without creating duplicates
Search existing Softr user accounts before creating new ones, preventing duplicate profiles when clients update their details.
💳
Handle later status changes like paid invoices
Trigger portal access upgrades or account modifications in Softr the moment a job invoice is paid in ServiceM8.
💬
Extend your workflow to Slack and team channels
Connect ServiceM8 and Softr with Slack to announce new client portal activations across your entire team.
And much more...
Who is ServiceM8 + Softr integration for?
Service businesses and operations teams streamline customer onboarding, portal access, and record synchronization between ServiceM8 and Softr.
Operations Managers
Field Service Coordinators
Account Managers
Customer Support Leads
Portal Administrators
Compliance Officers
📈
Operations Managers
You review operational metrics across systems, but your client records are always mismatched because updates require manual exports — integrating these apps means every new ServiceM8 client populates Softr instantly and your data stays current.
⚡
Field Service Coordinators
You need to grant portal access as soon as jobs start, and you find out too late when manual provisioning slips through — automating both apps means Softr user accounts are created the moment jobs are booked in ServiceM8.
🤝
Account Managers
You answer to clients who want immediate access to their project portals after signing up, but delays frustrate stakeholders — connecting these apps means client credentials are provisioned the second they are added in ServiceM8.
📊
Customer Support Leads
The volume of client onboarding requests is too high for anyone to keep up by hand, leading to account creation bottlenecks — with this integration, user provisioning runs in the background without manual intervention.
⚙️
Portal Administrators
You own user management and depend on field staff to hand over client details correctly before you can set up logins — automating both apps means user accounts are generated automatically from ServiceM8 data.
📋
Compliance Officers
You need a reliable audit trail of client onboarding and keep finding gaps where manual records were missed — this integration means every client action in ServiceM8 mirrors perfectly in Softr without omissions.
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 + Softr
Build and manage your ServiceM8 + Softr automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ServiceM8 + Softr 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect ServiceM8 + Softr Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ServiceM8 to Softr?
You can connect ServiceM8 to Softr in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your service data to apps like Airtable, Google Sheets, QuickBooks Online, Gmail, Stripe, and Slack.
Can I automatically create Softr user accounts when a new client is added in ServiceM8?
Can I connect ServiceM8, Softr, and Slack?
What is a good Zapier alternative for ServiceM8 and Softr?
How does ServiceM8 handle job status updates in automations?
How does Softr manage user access during synchronization?
Is any coding required to build ServiceM8 and Softr automations?
Is the ServiceM8 and Softr 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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