Teamwork CRM + ServiceM8 Integration

Integrate ServiceM8 to Teamwork CRM in one click, or tell Integrately AI how you want each job handled. Turn field service requests into active sales deals, update your pipeline, log client records, and track follow-ups automatically.

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1.
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
  • ServiceM8
    Job invoice is sent in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Staff has clocked on in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job video is added in ServiceM8 Instant
  • ServiceM8
    Job status is changed in ServiceM8 Instant
  • ServiceM8
    Job review is received in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job photo is added in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job is checked out in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job invoice is paid in ServiceM8 Instant
  • ServiceM8
    Job badge is removed in ServiceM8 Instant
  • ServiceM8
    Job badge is added in ServiceM8 Instant
  • ServiceM8
    Job is updated in ServiceM8 Instant
  • ServiceM8
    Proposal is viewed in ServiceM8 Instant
  • ServiceM8
    Proposal is sent in ServiceM8 Instant
  • ServiceM8
    Message is received in inbox in ServiceM8 Instant
  • ServiceM8
    Form is submitted in ServiceM8 Instant
  • ServiceM8
    Company is updated in ServiceM8 Instant
  • ServiceM8
    Company is created 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
Arrow Right
2.
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM
  • 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

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Ready WorkflowsReady Workflows   for Teamwork CRM + ServiceM8 Integration

Capture service jobs, create deals, log client records, update pipelines, and trigger sales follow-ups, 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 + Teamwork CRM flow

Connect accounting, communication, and scheduling tools to keep your sales and service teams aligned across every platform. Pick a combination and activate it in one click.

Teamwork CRM
ServiceM8
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
Google CalendarGoogle Calendar (4)
+
StripeStripe (4)
+
SlackSlack (4)
S
X
T
Create a Xero invoice from every completed ServiceM8 job and update the Teamwork CRM deal
Completed ServiceM8 jobs instantly generate a Xero invoice and update your Teamwork CRM deal, removing manual billing handoffs.
S
X
T
When a new client is added in ServiceM8, create a contact in Xero and log a company in Teamwork CRM
New ServiceM8 clients are automatically added to Xero and Teamwork CRM so customer data matches everywhere.
X
S
T
When a Xero invoice is paid, update the job in ServiceM8 and advance the deal stage in Teamwork CRM
Paid Xero invoices update your ServiceM8 job status and advance the corresponding Teamwork CRM deal stage automatically.
X
S
T
Use ChatGPT to summarise Xero invoices, create a ServiceM8 job, and update the Teamwork CRM deal
ChatGPT extracts invoice details to create a ServiceM8 job and update Teamwork CRM records automatically.

Supported triggers and actions for Teamwork CRM and ServiceM8

Mix and match to build the exact automation you need

Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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ServiceM8
ServiceM8 Triggers & Actions
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
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Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
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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
Job status is changed in ServiceM8
Triggers automation when a job status is changed
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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 quote is sent in ServiceM8
Triggers automation when a job quote is sent
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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 photo is added in ServiceM8
Triggers automation when a photo is added to a job
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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 is checked out in ServiceM8
Triggers automation when a job is checked out
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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 invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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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 badge is added in ServiceM8
Triggers automation when a badge is added to a job
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Instant
Job is updated in ServiceM8
Triggers automation when a job is updated
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Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
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Instant
Proposal is sent in ServiceM8
Triggers automation when a proposal is sent
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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
Form is submitted in ServiceM8
Triggers automation when a form is submitted
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Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
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Instant
Company is created in ServiceM8
Triggers automation when a new company is created
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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
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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
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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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 →

What can you automate with ServiceM8 + Teamwork CRM?

Streamline your entire field service and sales pipeline with robust, ready-made automation workflows.

What you can automate?
🔄
Turn completed service jobs into active sales deals
Automatically create a Teamwork CRM deal the moment a job is completed or a new client is added in ServiceM8, eliminating manual handoffs between field technicians and sales reps.
📝
Capture every submitted client field accurately
Map all custom notes, contact numbers, and project specifications from ServiceM8 directly into your Teamwork CRM records instead of transferring only basic names and emails.
🔔
Alert your team instantly when new jobs arrive
Send immediate notifications to your sales or operations channels in Slack or via email the second a service quote is accepted or a new client is registered.
🔀
Route deals based on submitted service categories
Automatically assign incoming ServiceM8 jobs to different Teamwork CRM pipelines or sales reps based on the specific service type or value submitted.
⏱️
Keep your CRM pipeline up to date as jobs progress
Advance deal stages in Teamwork CRM automatically whenever service milestones change, quotes get accepted, or jobs are checked out in ServiceM8.
🔍
Prevent duplicate records with smart search filters
Search existing client databases in Teamwork CRM before creating new entries, ensuring customer profiles remain clean and unified across platforms.
💳
Handle later status changes like invoice payments
Trigger automated CRM updates and service follow-ups when invoices are paid, quotes are accepted, or payments fail in connected billing apps.
🔗
Extend your workflow to accounting and messaging apps
Connect ServiceM8 and Teamwork CRM with Slack, QuickBooks, Stripe, or Gmail to build powerful multi-step automations that span your entire tech stack.
And much more...

Who is ServiceM8 + Teamwork CRM integration for?

Operations managers, sales leaders, and field service teams use this integration to eliminate duplicate data entry, speed up deal closures, and keep records perfectly synchronized.

Operations Directors
Operations Directors
Sales Managers
Sales Managers
Account Managers
Account Managers
Business Owners
Business Owners
Field Service Coordinators
Field Service Coordinators
Finance Administrators
Finance Administrators
📈
Operations Directors
You review operational metrics and revenue reports every week, but manual data transfers between your field service app and sales CRM mean your dashboards are always outdated — with this integration, every completed job updates your pipeline instantly and your figures stay current.
Sales Managers
You need to act fast when new service requests arrive, but finding out about completed jobs or new clients hours later delays your outreach — this integration means every new ServiceM8 record triggers a Teamwork CRM deal immediately so your team can follow up without delay.
🤝
Account Managers
You answer to clients who expect real-time project updates, but tracking down field status reports across separate systems makes status calls painful — automating both apps means your CRM deal stages and client records reflect field progress accurately at all times.
📊
Business Owners
Your service volume is too high for anyone to keep up by hand, and manual copy-pasting between platforms creates costly errors — connecting these apps means routine data entry runs automatically while your team focuses on growing revenue.
🔧
Field Service Coordinators
You own the scheduling step and depend on sales to hand over deal details correctly, but missing information stalls field operations — this integration means every Teamwork CRM deal creates a ServiceM8 job with complete data attached from the start.
📋
Finance Administrators
You need a reliable history of client work and billing milestones, but finding gaps between service logs and sales pipelines wastes hours of auditing — with this integration, every job completion and CRM update leaves a clean, audit-ready trail.
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 Teamwork CRM + ServiceM8

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

1,500+ apps connected
1,500+ apps connected
Connect Teamwork CRM + ServiceM8 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ServiceM8 to Teamwork CRM?
Frequently Asked Questions
You can connect ServiceM8 to Teamwork CRM in 1 click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, Xero, and QuickBooks Online.
Can I automatically create Teamwork CRM deals when a ServiceM8 job is completed?
Frequently Asked Questions
Can I connect ServiceM8, Teamwork CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Teamwork CRM?
Frequently Asked Questions
How does ServiceM8 handle new client data in this integration?
Frequently Asked Questions
Can Teamwork CRM deal updates trigger changes in ServiceM8?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Teamwork CRM?
Frequently Asked Questions
Is the ServiceM8 and Teamwork CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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