ServiceM8 + Todoist Integration

Integrate ServiceM8 to Todoist in one click, or tell Integrately AI how you want each job handled. Track tasks, update project lists, notify your team, and trigger follow-ups automatically.

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1.
  • ServiceM8
    Job photo is added 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 added 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 is checked out in ServiceM8 Instant
  • ServiceM8
    Job note is added in ServiceM8 Instant
  • ServiceM8
    Job quote is accepted in ServiceM8 Instant
  • ServiceM8
    Job quote is sent in ServiceM8 Instant
  • ServiceM8
    Job review is received 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 is queued 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
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist Instant
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
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready WorkflowsReady Workflows   for ServiceM8 + Todoist Integration

Create tasks for new jobs, update project lists when statuses change, add comments for completed tasks, log details, and trigger 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 + Todoist flow

Keep accounting updated, send email notifications, alert your team in chat, and track project schedules across your stack. Pick a combination and activate it in one click.

ServiceM8
Todoist
+
XeroXero (4)
+
GmailGmail (4)
+
SlackSlack (4)
+
Google CalendarGoogle Calendar (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
StripeStripe (4)
S
T
X
Create a Todoist task when a new job is created in ServiceM8, and create a contact in Xero.
New ServiceM8 jobs instantly generate a Todoist task and establish a contact record in Xero without manual data entry.
S
T
X
When a new client is added in ServiceM8, create a Todoist task for invoicing, and create an invoice in Xero.
New clients in ServiceM8 automatically trigger a billing task in Todoist and generate an invoice in Xero.
S
T
X
If a job invoice is sent in ServiceM8, update the Todoist task and create a contact in Xero.
Sent invoices in ServiceM8 update your Todoist task tracking and refresh billing profiles in Xero.
S
T
X
When a job is completed in ServiceM8, complete the Todoist task and create an invoice in Xero.
Completed ServiceM8 jobs mark your Todoist task as finished and generate a final invoice in Xero.

Supported triggers and actions for ServiceM8 and Todoist

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
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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
Try it →
Instant
Job badge is added in ServiceM8
Triggers automation when a badge is added to a job
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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
Try it →
Instant
Job is checked out in ServiceM8
Triggers automation when a job is checked out
Try it →
Instant
Job note is added in ServiceM8
Triggers automation when a note 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 review is received in ServiceM8
Triggers automation when a job review is received
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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 is queued in ServiceM8
Triggers the automation when a job gets queued
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Instant
New job is created in ServiceM8
Triggers the automation when a new job is created
Try it →
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
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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 →
Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
Try it →
Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
Try it →
Label is created in Todoist
Triggers the automation when a new label is created
Try it →
Instant
Label is updated in Todoist
Triggers the automation when a label is updated
Try it →
Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
Try it →
Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
Try it →
Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
Try it →
Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
Try it →
Search task by name in Todoist
Searches for a task by name
Try it →
Mark task as completed in Todoist
Marks the task as completed
Try it →
Update task in Todoist
Updates the task with new information or changes
Try it →
Delete task in Todoist
Removes a particular task
Try it →
Create project in Todoist
Creates a new project
Try it →
Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
Try it →
Create label in Todoist
Generates a new label
Try it →
Create section in Todoist
Creates a new section
Try it →
Get project by Id in Todoist
Retrieves project information using the project id
Try it →

What can you automate with ServiceM8 + Todoist?

Streamline your service business by turning job updates, client signups, and status changes into organized tasks automatically.

What you can automate?
📋
Create Todoist tasks for every new ServiceM8 job
Automatically generate a new task in Todoist the moment a service job is created in ServiceM8. Eliminate manual data entry and ensure every booking is tracked.
📝
Capture complete job notes and descriptions
Map all submitted job details, notes, and client contact information directly into your Todoist task descriptions. Your task lists contain all necessary context for the team.
🔔
Notify your team as soon as work begins
Trigger instant team notifications and task assignments the second field staff clock on or update job statuses in ServiceM8.
🔀
Route tasks based on job priority or type
Set up conditional workflows that assign high-priority ServiceM8 jobs to specific Todoist project boards while routing standard service calls elsewhere.
🔄
Keep task lists updated as jobs evolve
Automatically update existing Todoist tasks whenever job details, scheduled dates, or client information change in ServiceM8.
🔍
Search and update existing records safely
Prevent duplicate entries by searching for existing tasks or projects before creating new ones when repeat clients book additional service visits.
Mark tasks complete upon job finish
Automatically close out Todoist tasks and archive project steps the exact moment a service job is marked as completed in ServiceM8.
💬
Extend workflows with messaging and chat apps
Connect your ServiceM8 and Todoist core flow with Slack, Gmail, or Google Calendar to alert stakeholders and schedule appointments seamlessly.
And much more...

Who is ServiceM8 + Todoist integration for?

Service business owners, operations managers, and field coordinators connect ServiceM8 and Todoist to eliminate manual task creation and keep project priorities perfectly aligned.

Operations managers
Operations managers
Field coordinators
Field coordinators
Client account leads
Client account leads
Service business owners
Service business owners
Field service technicians
Field service technicians
Administrative assistants
Administrative assistants
📈
Operations managers
You review operational metrics and task completion rates every week, but your tracking lists only update when someone manually re-enters field data, so your workload reports are always a few hours behind — with this integration, every new job creates a task instantly and your operational data stays current.
Field coordinators
You need to dispatch tasks and respond to schedule shifts the moment they happen, but you find out about new service bookings too late because staff have to manually copy notes into task lists — this integration means every ServiceM8 job generates a Todoist task immediately and your team acts without delay.
🤝
Client account leads
You answer to clients who expect rapid turnaround and clear visibility into project progress, but checking job statuses across separate apps leaves gaps in your updates — connecting these apps means every project milestone syncs automatically and your clients receive accurate progress reports.
📊
Service business owners
The volume of daily service calls and customer requests is too high for your office staff to keep up with by hand, leading to missed follow-up items and dropped tasks — automating both apps means every customer submission and job update flows straight into structured task lists without manual effort.
🔧
Field service technicians
You own the execution stage of every job and depend on office staff to hand over accurate instructions, but crucial notes get lost between phone calls and scattered paper forms — this integration means every job detail lands directly in your assigned task list so you can start working right away.
🗂️
Administrative assistants
You need a reliable history of every completed job and client interaction for auditing and billing, but manual data entry leaves frequent gaps in your records — with this integration, every job change and status update logs automatically into your task manager for a complete audit trail.
Our team

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Why choose Integrately to automate ServiceM8 + Todoist

Build and manage your ServiceM8 + Todoist 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 + Todoist 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
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Frequently Asked Questions

How do I connect ServiceM8 to Todoist?
Frequently Asked Questions
You can connect ServiceM8 to Todoist in 1-click using ready workflows on Integrately, or use Integrately AI to build custom multi-step flows with Xero, Gmail, Slack, and 1,500+ other apps.
Can I automatically create Todoist tasks when a new job is created in ServiceM8?
Frequently Asked Questions
Can I connect ServiceM8, Todoist, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Todoist?
Frequently Asked Questions
How does ServiceM8 handle job status updates with Todoist?
Frequently Asked Questions
Can Todoist task completions trigger actions in ServiceM8?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Todoist?
Frequently Asked Questions
Is the ServiceM8 and Todoist integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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