ServiceM8 + SWELLEnterprise Integration
Integrate ServiceM8 to SWELLEnterprise in one click, or tell Integrately AI how you want each client handled. Sync your records, update customer profiles, alert your team, and manage follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Job invoice is sent in ServiceM8 Instant- Job is queued in ServiceM8 Instant
- Job is completed in ServiceM8 Instant
- Staff has clocked on in ServiceM8 Instant
- Staff has clocked off in ServiceM8 Instant
- Job video is added in ServiceM8 Instant
- Job status is changed in ServiceM8 Instant
- Job review is received in ServiceM8 Instant
- Job quote is sent in ServiceM8 Instant
- Job quote is accepted in ServiceM8 Instant
- Job photo is added in ServiceM8 Instant
- Job note is added in ServiceM8 Instant
- Job is checked out in ServiceM8 Instant
- Job is checked in 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
Client is created in SWELLEnterprise Instant- Client is updated in SWELLEnterprise Instant
- Client is deleted in SWELLEnterprise Instant
- Lead is created in SWELLEnterprise Instant
- Lead is updated in SWELLEnterprise Instant
- Lead is deleted in SWELLEnterprise Instant
- Invoice is created in SWELLEnterprise Instant
- Invoice is updated in SWELLEnterprise Instant
- Invoice is deleted in SWELLEnterprise Instant
2.
- Get job details by UUID in ServiceM8
- Search client 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 client in SWELLEnterprise
- Create opportunity in SWELLEnterprise
- Create contact in SWELLEnterprise
- Create board in SWELLEnterprise
- Create campaign in SWELLEnterprise
- Create event in SWELLEnterprise
- Create vendor in SWELLEnterprise
- Create lead in SWELLEnterprise
- Create subscriber in SWELLEnterprise
Trusted by experts at...
Ready Workflows for ServiceM8 + SWELLEnterprise Integration
Capture new clients, update company records, keep leads synced, alert your team, and trigger 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 + SWELLEnterprise flow
Send invoices to accounting, sync payments, email confirmations, and alert teams instantly once your core flow finishes. Pick a combination and activate it in one click.
+
QuickBooks Online (4)
QuickBooks Online (4) +
Stripe (4)
Stripe (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
Google Calendar (4)
Google Calendar (4) +
Twilio (4)
Twilio (4) S
S
Q
Add every new ServiceM8 client to SWELLEnterprise, and create the matching customer record in QuickBooks Online.
New ServiceM8 clients automatically generate a client in SWELLEnterprise and a customer record in QuickBooks Online, eliminating manual data entry across your platforms.
S
S
Q
When a ServiceM8 job invoice is sent, update the client in SWELLEnterprise and record the transaction in QuickBooks Online.
Invoices sent from ServiceM8 update your SWELLEnterprise client records and log financial data in QuickBooks Online instantly.
S
S
Q
When a ServiceM8 job invoice is paid, update your SWELLEnterprise records and mark the invoice paid in QuickBooks Online.
Paid invoices in ServiceM8 update your SWELLEnterprise database and settle the invoice in QuickBooks Online automatically.
S
S
Q
Use Claude to categorize every new ServiceM8 client note, update SWELLEnterprise, and log the summary in QuickBooks Online.
Claude analyzes your ServiceM8 notes to categorize client requirements before updating SWELLEnterprise and QuickBooks Online.
Supported triggers and actions for ServiceM8 and SWELLEnterprise
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 → SWELLEnterprise Triggers & Actions
Instant
Client is created in SWELLEnterprise
Triggers the automation when a new client is created
Try it → Instant
Client is updated in SWELLEnterprise
Triggers the automation when a client's information is updated
Try it → Instant
Client is deleted in SWELLEnterprise
Triggers the automation when a client is deleted
Try it → Instant
Lead is created in SWELLEnterprise
Triggers the automation when a new lead is created
Try it → Instant
Lead is updated in SWELLEnterprise
Triggers the automation when the lead information is updated
Try it → Instant
Lead is deleted in SWELLEnterprise
Triggers the automation when a lead is removed from the system
Try it → Instant
Invoice is created in SWELLEnterprise
Triggers the automation when any invoice is added or modified
Try it → Instant
Invoice is updated in SWELLEnterprise
Triggers the automation when an invoice is updated
Try it → Instant
Invoice is deleted in SWELLEnterprise
Triggers the automation when an invoice is deleted
Try it → What can you automate with ServiceM8 + SWELLEnterprise?
Streamline your workflow by connecting ServiceM8 data directly into SWELLEnterprise without manual data entry.
🔄
Sync new clients between ServiceM8 and SWELLEnterprise
Automatically create a client profile in SWELLEnterprise the moment a new client is added in ServiceM8, ensuring both platforms share identical contact details.
📋
Capture every submitted field and note
Transfer comprehensive job notes, form submissions, and customer details directly into your CRM without losing critical context or custom data fields.
🔔
Notify your team as soon as quotes are accepted
Send instant team alerts or channel messages the moment a job quote is accepted in ServiceM8, keeping sales and operations in sync.
🔀
Route records based on submitted job statuses
Execute different follow-up actions or update specific database fields depending on whether a job status changes to completed, queued, or invoiced.
🔄
Keep client records updated across platforms
Automatically update existing SWELLEnterprise profiles whenever company information or client details change within ServiceM8.
🔍
Search and update existing client records
Search for existing client records before creation to prevent duplicate entries and keep your customer database clean and organized.
💳
Handle later status changes like paid invoices
Trigger downstream financial updates or account adjustments the moment a job invoice is paid or a quote is officially accepted.
🔌
Extend your workflow to Slack or Gmail
Connect your core ServiceM8 and SWELLEnterprise automation with Slack or Gmail to send instant team notifications and customer emails.
And much more...
Who is ServiceM8 + SWELLEnterprise integration for?
Connecting ServiceM8 and SWELLEnterprise helps service businesses, operators, and finance teams eliminate manual data entry and keep customer records permanently synced.
Finance and Accounting Teams
Operations Managers
Account Managers
Customer Service Teams
Field Technicians and Project Coordinators
Business Owners
📈
Finance and Accounting Teams
You review financial reports and revenue metrics, but billing records trail behind field updates because data is entered by hand — with this integration, every paid invoice and client profile updates automatically so your financial reporting stays accurate.
⚡
Operations Managers
You need to dispatch field staff and track active job statuses, but delays in updating your CRM leave you reacting too late — automations both apps means every job status change updates your operational dashboard instantly.
🤝
Account Managers
You answer to clients who want immediate updates on their service history, but searching across separate platforms slows you down — connecting these apps means client profiles and job notes stay linked in one unified view.
📊
Customer Service Teams
The volume of incoming service requests is too high for anyone to keep up by hand, leading to missed follow-ups — automating both apps means every new submission and client inquiry flows straight into your workflow without manual sorting.
🔧
Field Technicians and Project Coordinators
You own the next step in project delivery and depend on someone upstream to hand over job notes, but handoff delays stall your work — this integration means completed jobs and accepted quotes trigger your tasks instantly.
🗂️
Business Owners
You need a reliable history of all customer interactions, but manual data entry keeps leaving gaps in your records — automating both apps means every client, quote, and invoice forms a complete, unbroken audit trail.
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 + SWELLEnterprise
Build and manage your ServiceM8 + SWELLEnterprise automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ServiceM8 + SWELLEnterprise 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 + SWELLEnterprise Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect ServiceM8 to SWELLEnterprise?
You can connect ServiceM8 to SWELLEnterprise instantly using 1-click ready workflows on Integrately. Choose from pre-built templates or ask Integrately AI to build custom automations connecting your apps with QuickBooks Online, Slack, and 1,500+ other tools.
Can I automatically sync new ServiceM8 clients to SWELLEnterprise?
Can I connect ServiceM8, SWELLEnterprise, and Slack?
What is a good Zapier alternative for ServiceM8 and SWELLEnterprise?
How are ServiceM8 job updates handled in SWELLEnterprise?
Can SWELLEnterprise triggers update ServiceM8 records?
Do I need coding skills to automate ServiceM8 and SWELLEnterprise?
Is the ServiceM8 and SWELLEnterprise integration free?
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