ServiceM8 + UpViral Integration

Integrate ServiceM8 to UpViral in one click, or tell Integrately AI how you want each client handled. Capture new leads, sync subscriber lists, track referral points, and trigger automated follow-ups instantly.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ServiceM8
    Job video is added 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 photo 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 invoice is paid 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
    Job badge is removed 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
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
  • UpViral
    Lead is created in UpViral
  • UpViral
    Reward is unlocked in UpViral 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
  • UpViral
    Create Lead in UpViral
  • UpViral
    Add points in UpViral
  • UpViral
    Search contact in campaign by email in UpViral

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Ready WorkflowsReady Workflows   for ServiceM8 + UpViral Integration

Capture new leads, sync contact details, update referral points, alert your team, and send rewards, 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 + UpViral flow

Send campaign data to accounting, messaging, and email platforms once your contest and service workflows finish. Pick a combination and activate it in one click.

ServiceM8
UpViral
+
QuickBooks OnlineQuickBooks Online (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
TwilioTwilio (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
S
U
Q
Create an UpViral lead for every new ServiceM8 client, and record them as a customer in QuickBooks Online.
New ServiceM8 clients automatically become UpViral leads and show up in QuickBooks Online as customers without manual data entry.
S
U
Q
When a job quote is accepted in ServiceM8, add points in UpViral and update the customer invoice in QuickBooks Online.
Accepted ServiceM8 quotes update UpViral points and QuickBooks Online invoices instantly so billing and contest tracking stay aligned.
S
U
Q
When a job invoice is paid in ServiceM8, unlock a reward in UpViral and record the payment in QuickBooks Online.
Paid invoices in ServiceM8 trigger UpViral reward unlocks and log payments in QuickBooks Online automatically.

Supported triggers and actions for ServiceM8 and UpViral

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
Try it →
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
Try it →
Instant
Job photo is added in ServiceM8
Triggers automation when a photo is added to a job
Try it →
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
Try it →
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 invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
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
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from 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
Try it →
Instant
Proposal is viewed in ServiceM8
Triggers automation when a proposal is viewed
Try it →
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
Try it →
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
Try it →
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
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 →
UpViral
UpViral Triggers & Actions
Lead is created in UpViral
Triggers the automation when a new lead is created
Try it →
Instant
Reward is unlocked in UpViral
Triggers the automation when a reward is unlocked
Try it →
Create Lead in UpViral
Generates new leads for potential customers
Try it →
Add points in UpViral
Allocate points to a user's account
Try it →
Search contact in campaign by email in UpViral
Searches for a contact in a campaign by email
Try it →

What can you automate with ServiceM8 + UpViral?

Streamline your service business and viral giveaways by connecting every client event to instant marketing actions.

What you can automate?
🚀
Turn every new service client into an UpViral lead
Automatically capture new clients added in ServiceM8 and register them instantly as contest participants in UpViral without manual list exports.
📝
Capture every submitted field and form response
Map detailed form submissions and custom client answers directly from ServiceM8 into your UpViral subscriber profiles for targeted marketing.
🔔
Notify your team the moment rewards are unlocked
Send instant team alerts in Slack or SMS notifications via Twilio whenever a subscriber unlocks a viral contest reward in UpViral.
🔀
Route leads based on accepted job quotes
Trigger different follow-up actions in UpViral depending on whether a job quote was accepted or rejected in ServiceM8.
🔄
Keep subscriber contact details up to date
Automatically update existing UpViral contact records whenever client information or phone numbers change in ServiceM8.
🛡️
Prevent duplicate entries with smart lookup
Search existing campaign contacts by email before creating records, ensuring clean subscriber lists during high-volume contests.
💳
Trigger workflows when job invoices are paid
Award referral points or unlock rewards in UpViral automatically the moment a job invoice is paid in ServiceM8.
📊
Sync contest data straight into Google Sheets
Extend your workflow by sending completed service and giveaway data from ServiceM8 and UpViral straight into Google Sheets for reporting.
And much more...

Who is ServiceM8 + UpViral integration for?

Service businesses running viral giveaways and managing client records benefit by eliminating manual data entry, keeping marketing lists synchronized, and tracking campaign engagement instantly.

Performance marketers
Performance marketers
Field service managers
Field service managers
Account managers
Account managers
Customer success leads
Customer success leads
Dispatch coordinators
Dispatch coordinators
Operations directors
Operations directors
📈
Performance marketers
You're tracking viral campaign sign-ups from service clients, but your analytics sheets only update when someone exports data manually, so your conversion counts are always a few hours behind — with this integration, every new lead lands in your database instantly and your reports stay current.
Field service managers
You need to dispatch crews the moment a contest reward is unlocked, but staff find out hours later through fragmented channels, so response times slip — automating both apps means every giveaway trigger updates your team straight away and jobs get assigned faster.
📋
Account managers
You answer to clients wanting proof of their viral campaign reach, but pulling records from service software takes valuable hours, so status updates are delayed — this integration means client metrics update automatically and stakeholder reporting is always ready.
📊
Customer success leads
Your contest entries surge during promotional periods and staff cannot keep up with manual subscriber logging, so entries fall through the cracks — automating both apps means every submission is captured immediately and your follow-up pipeline runs reliably.
🚚
Dispatch coordinators
You depend on office staff to hand over new client bookings before you can schedule service visits, but manual handovers stall operations — this integration means every new client record flows instantly into your scheduling workflow without delay.
🗂️
Operations directors
You need a reliable audit trail of every job completion and contest reward, but manual record-keeping leaves persistent gaps in your history — automating both apps means every event is logged accurately and your operational records remain complete.
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 + UpViral

Build and manage your ServiceM8 + UpViral 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 + UpViral 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
Select Automation
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 UpViral?
Frequently Asked Questions
You can connect ServiceM8 to UpViral in 1 click using ready workflows on Integrately or ask Integrately AI to build custom automations with QuickBooks Online, Mailchimp, Stripe, Twilio, Google Sheets, or Slack.
Can I automatically create UpViral leads from new ServiceM8 clients?
Frequently Asked Questions
Can I connect ServiceM8, UpViral, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and UpViral?
Frequently Asked Questions
How does ServiceM8 handle client data during integrations?
Frequently Asked Questions
Can UpViral track referral points when a new client is added?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and UpViral?
Frequently Asked Questions
Is the ServiceM8 and UpViral integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

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UpViral
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Sync UpViral with email marketing, CRM, and analytics platforms to nurture subscribers and track referral performance.
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