ServiceM8 + UChat Integration

Integrate ServiceM8 to UChat in one click, or tell Integrately AI how you want each client handled. Create the user, add tags, trigger flows, and send welcome messages automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Job is checked in 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 invoice is sent 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
  • UChat
    Tag is added in UChat Instant
  • UChat
    Tag is removed in UChat Instant
  • UChat
    Conversation is opened in UChat Instant
  • UChat
    Variable value is changed in UChat Instant
  • UChat
    Bot user is subscribed in UChat Instant
  • UChat
    Conversation is done in UChat Instant
Arrow Right
2.
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Get job details by UUID in ServiceM8
  • ServiceM8
    Search client 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
  • UChat
    Send text message in UChat
  • UChat
    Send dynamic content in UChat
  • UChat
    Send sub flow in UChat
  • UChat
    Send main flow in UChat
  • UChat
    Set user field by variable ns in UChat
  • UChat
    Create user field in UChat
  • UChat
    Search user by user id in UChat
  • UChat
    Create bot field in UChat
  • UChat
    Search user field by name in UChat
  • UChat
    Search user by info in UChat
  • UChat
    Search user by user ns in UChat
  • UChat
    Add tag by tag name in UChat
  • UChat
    Set user field by variable name in UChat
  • UChat
    Set bot field by ID in UChat
  • UChat
    Set bot field by name in UChat
  • UChat
    Add tag by tag ns in UChat
  • UChat
    Search cart by user ns in UChat
  • UChat
    Search tag by name in UChat
  • UChat
    Search sub flow by name in UChat
  • UChat
    Remove tag from user in UChat
  • UChat
    Create tag in UChat

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Ready WorkflowsReady Workflows   for ServiceM8 + UChat Integration

Capture new clients, trigger flows, send text messages, update tags, and manage chatbot users, 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 + UChat flow

Send meeting alerts, sync invoices, manage schedules, and keep your entire business stack aligned. Pick a combination and activate it in one click.

ServiceM8
UChat
+
Google CalendarGoogle Calendar (6)
+
TwilioTwilio (5)
+
QuickBooks OnlineQuickBooks Online (5)
+
GmailGmail (5)
+
SlackSlack (5)
+
StripeStripe (5)
S
G
U
Create a Google Calendar event from every new ServiceM8 client, and send a text message in UChat
New ServiceM8 clients automatically generate scheduled Google Calendar events and trigger UChat text messages without manual entry.
G
S
U
When a Google Calendar event is created, create a job in ServiceM8 and send a text message in UChat
Bookings in Google Calendar instantly generate ServiceM8 jobs and trigger UChat messages to keep operations running.
S
G
U
When a ServiceM8 job status is changed, update the Google Calendar event and notify the user in UChat
Schedule updates in ServiceM8 instantly adjust Google Calendar entries and alert your chatbot users in UChat.
S
G
U
If a ServiceM8 job quote is accepted, schedule a Google Calendar follow-up meeting and send a UChat sub flow
Accepted quotes in ServiceM8 trigger Google Calendar follow-up bookings and launch onboarding sequences in UChat.
G
S
U
Use Claude to summarise Google Calendar notes, update ServiceM8 job details, and send a UChat alert
AI parses meeting notes from Google Calendar, updates ServiceM8 jobs, and notifies team members via UChat.
S
G
U
When a ServiceM8 job is completed, create a review meeting in Google Calendar and send a UChat feedback prompt
Completed ServiceM8 jobs schedule Google Calendar review slots and trigger automated feedback requests in UChat.

Supported triggers and actions for ServiceM8 and UChat

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Job is checked in in ServiceM8
Triggers automation when a job is checked in
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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 invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
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Get job details by UUID in ServiceM8
Retrieve job details using UUID
Try it →
Search client in ServiceM8
Searches client by name
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
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
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UChat
UChat Triggers & Actions
Instant
Tag is added in UChat
Triggers the automation when a tag is added
Try it →
Instant
Tag is removed in UChat
Triggers the automation when a tag is added
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Instant
Conversation is opened in UChat
Triggers the automation when a new conversation is initiated
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Instant
Variable value is changed in UChat
Triggers the automation when a variable value is changed
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Instant
Bot user is subscribed in UChat
Triggers the automation when a bot user is subscribed
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Instant
Conversation is done in UChat
Triggers the automation when any conversation is marked as completed
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Send text message in UChat
Sends a reply
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Send dynamic content in UChat
Sends personalized and tailored content based on user behavior or preferences
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Send sub flow in UChat
Sends a sub flow
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Send main flow in UChat
Sends the main flow
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Set user field by variable ns in UChat
Sets a user field by variable namespace
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Create user field in UChat
Creates a new user field
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Search user by user id in UChat
Searches for a user by user id
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Create bot field in UChat
Generates a new field for a bot
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Search user field by name in UChat
Searches for a user field by name
Try it →
Search user by info in UChat
Searches for a user by info
Try it →
Search user by user ns in UChat
Searches for a user by user namespace
Try it →
Add tag by tag name in UChat
Assigns a tag based on its name
Try it →
Set user field by variable name in UChat
Sets a user field by variable name
Try it →
Set bot field by ID in UChat
Sets a bot field by id
Try it →
Set bot field by name in UChat
Sets a bot field by name
Try it →
Add tag by tag ns in UChat
Adds tags based on particular namespace
Try it →
Search cart by user ns in UChat
Searches for a cart by user namespace
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Search tag by name in UChat
Searches for a tag using its name
Try it →
Search sub flow by name in UChat
Searches for a sub-flow by name
Try it →
Remove tag from user in UChat
Untag a user's profile
Try it →
Create tag in UChat
Generates a new tag
Try it →

What can you automate with ServiceM8 + UChat?

Connect ServiceM8 and UChat to streamline client onboarding, job updates, and chatbot messaging without writing code.

What you can automate?
🤖
Create UChat users from new ServiceM8 clients
Automatically generate a chatbot user in UChat whenever a new client is added in ServiceM8, eliminating manual data entry and ensuring immediate engagement.
📋
Capture every submitted field and note
Map available ServiceM8 job notes, client details, and form responses directly into UChat user fields instead of basic name-only records.
🔔
Alert team members instantly on status changes
Send automated UChat text messages or trigger sub flows the moment a ServiceM8 job status is changed or completed.
🔀
Route chatbot interactions based on job quotes
Trigger different UChat sequences or apply specific tags depending on whether a ServiceM8 job quote is accepted or declined.
🔄
Keep client data synchronized across systems
Update UChat user fields automatically whenever client details or job notes are modified in ServiceM8.
🔍
Search and update existing user records
Search for existing users by user id or variable name in UChat before creating new entries, preventing duplicate profiles.
💳
Automate workflows on invoice payments
Trigger UChat messaging flows or remove user tags the moment a ServiceM8 job invoice is paid or sent.
📅
Extend workflows to Google Calendar and messaging
Connect your core pair with Google Calendar or Twilio to schedule appointments and send SMS follow-ups automatically.
And much more...

Who is ServiceM8 + UChat integration for?

Field service businesses and customer support teams streamline operations, automate client messaging, and eliminate manual data entry between platforms.

Operations Managers
Operations Managers
Customer Support Leads
Customer Support Leads
Service Business Owners
Service Business Owners
Field Service Coordinators
Field Service Coordinators
Sales Representatives
Sales Representatives
Administrative Staff
Administrative Staff
📈
Operations Managers
You're overseeing job scheduling and team dispatching across multiple platforms, but your chatbot records only update when someone manually exports client data, so your operational metrics are always outdated — with this integration, every new client record flows instantly and your data stays current.
Customer Support Leads
You manage incoming client inquiries and urgent service requests all day, but you find out about completed jobs too late to follow up effectively — connecting these apps means every job status change triggers immediate chatbot messages so your support team acts instantly.
📊
Service Business Owners
You answer to clients and stakeholders who want real-time visibility into job progress and invoicing milestones, but manual reporting creates massive blind spots — automating both apps means every job update syncs straight to your messaging flows and clients stay informed without extra work.
🚀
Field Service Coordinators
You handle high volumes of daily job bookings and client onboarding requests that overwhelm manual tracking sheets — this integration means every new client and job status update triggers automated chatbot workflows instantly without manual typing.
💼
Sales Representatives
You depend on field teams to log quotes and client sign-offs before you can initiate follow-up sequences, but communication gaps delay your outreach — automating these apps means every accepted quote instantly triggers your chatbot workflows and follow-up sequences.
🔍
Administrative Staff
You need a reliable customer history across your field management and messaging tools, but constant data entry errors leave frustrating gaps in client profiles — connecting these apps means every client creation and job update records accurately across your entire stack.
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 ServiceM8 + UChat

Build and manage your ServiceM8 + UChat 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 + UChat 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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Select a trigger from Google Sheets
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 UChat?
Frequently Asked Questions
You can connect ServiceM8 to UChat in 1 click using Integrately. Choose from ready automation templates or ask Integrately AI to build your custom flow with tools like Google Calendar, Slack, and Twilio.
Can I automatically create UChat users when new ServiceM8 clients are added?
Frequently Asked Questions
Can I connect ServiceM8, UChat, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and UChat?
Frequently Asked Questions
How does ServiceM8 handle client data transfers in this integration?
Frequently Asked Questions
How does UChat receive variable updates from ServiceM8?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and UChat?
Frequently Asked Questions
Is the ServiceM8 and UChat integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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