ServiceM8 + Wistia Integration

Integrate ServiceM8 to Wistia in one click, or tell Integrately AI how you want each client handled. Capture visitor leads, create new service clients and jobs, update records, and trigger follow-ups automatically.

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
    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
  • Wistia
    Video is watched in Wistia
  • Wistia
    Visitor's email is captured in Wistia
  • Wistia
    Visitor is added in Wistia
  • Wistia
    Video is added in Wistia
  • Wistia
    Project is created in Wistia
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
  • Wistia
    Create project in Wistia

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Ready WorkflowsReady Workflows   for ServiceM8 + Wistia Integration

Capture leads from video views, create new clients in ServiceM8, log analytics, notify your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your ServiceM8 + Wistia flow

Send video leads to your CRM, log invoices in accounting tools, or alert your team on messaging apps. Pick a combination and activate it in one click.

ServiceM8
Wistia
+
HubSpotHubSpot (6)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
+
StripeStripe (4)
+
SlackSlack (4)
W
H
S
Add every Wistia video lead as a HubSpot contact, and create a new client in ServiceM8
Visitor emails captured in Wistia immediately become HubSpot contacts and ServiceM8 clients, eliminating manual data entry for your sales team.
S
W
H
Create a HubSpot deal when a new job is created in ServiceM8 and a video project is added in Wistia
New ServiceM8 jobs and Wistia projects automatically open corresponding deals in HubSpot for seamless pipeline tracking.
S
W
H
When a ServiceM8 job status changes, update the HubSpot contact and create a Wistia project
Job status updates in ServiceM8 automatically trigger contact updates in HubSpot and initialize corresponding Wistia projects.
S
W
H
Log paid ServiceM8 invoices in HubSpot and create a Wistia project for ongoing media tracking
Paid invoices in ServiceM8 automatically update HubSpot deals and set up Wistia media records for client follow-ups.
W
H
S
Use Claude to evaluate Wistia video watch events before creating a client in ServiceM8 and updating HubSpot
Claude analyses viewer engagement data from Wistia before qualifying leads and creating records in HubSpot and ServiceM8.
W
H
S
S
When a visitor's email is captured in Wistia, create a HubSpot contact, add a ServiceM8 client, and notify Slack
Video leads captured in Wistia instantly update HubSpot and ServiceM8 while alerting your sales channel on Slack.

Supported triggers and actions for ServiceM8 and Wistia

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
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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
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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 note is added in ServiceM8
Triggers automation when a note is added to a job
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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 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 invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
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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
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
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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
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Wistia
Wistia Triggers & Actions
Video is watched in Wistia
Triggers the automation when a video is watched
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Visitor's email is captured in Wistia
Triggers the automation when a visitor's email address is captured
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Visitor is added in Wistia
Triggers the automation when a new visitor is added
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Video is added in Wistia
Triggers the automation when a new video is added
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Project is created in Wistia
Triggers the automation when a new project is created
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Create project in Wistia
Creates a new project
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What can you automate with ServiceM8 + Wistia?

Streamline your service business by connecting Wistia video analytics and lead capture directly to ServiceM8 jobs and client records.

What you can automate?
🎬
Turn Wistia video leads into ServiceM8 clients
Capture visitor emails in Wistia and automatically create new client accounts and service jobs in ServiceM8 without lifting a finger.
📋
Capture every submitted inquiry field
Map all available form answers from Wistia visitor submissions into dedicated ServiceM8 job notes instead of just basic contact names.
🔔
Alert your team instantly on new video leads
Send immediate notifications to your team channels the moment a prospective client watches your video content or submits their email.
🔀
Route leads based on submitted criteria
Create high-priority service jobs in ServiceM8 when specific visitor responses are captured in Wistia engagement forms.
🔄
Keep client records updated as jobs progress
Synchronize status updates between ServiceM8 job changes and Wistia project records to maintain complete operational alignment.
🔍
Add or update records without creating duplicates
Search existing database entries before creating new ServiceM8 clients to prevent duplicate profiles from cluttering your account.
💳
Trigger follow-ups on paid job invoices
Automatically initialize Wistia video project archives the moment a ServiceM8 job invoice is marked as paid.
🔗
Extend your workflow to messaging apps
Connect your core ServiceM8 and Wistia flow with Slack to broadcast real-time customer updates across your entire organisation.
And much more...

Who is ServiceM8 + Wistia integration for?

Service businesses and video marketers connect ServiceM8 and Wistia to turn video engagement data into active client accounts without manual data entry.

Performance marketers
Performance marketers
Field operations managers
Field operations managers
Account managers
Account managers
Customer support leads
Customer support leads
Field technicians
Field technicians
Service business owners
Service business owners
📈
Performance marketers
You're running video campaigns to generate leads, but your analytics sheet only updates when someone manually exports viewer data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new visitor email lands in your CRM instantly and your campaign data stays current.
Field operations managers
You manage busy service schedules and need to dispatch technicians the moment an inquiry comes in, but watching video form submissions slip past your inbox means you find out too late — automating both apps means every video lead creates a ServiceM8 client instantly so your dispatchers can act without delay.
🤝
Account managers
You answer to clients who want to review project progress and video engagement metrics regularly, but assembling manual status reports takes hours of copying data between platforms — connecting these apps means project milestones update automatically and your stakeholders always see accurate progress.
🎧
Customer support leads
Your support team receives high volumes of video inquiries and feedback submissions that overwhelm manual logging workflows, leaving customer queries unanswered for days — this integration means every video interaction creates organized service records instantly so your team stays on top of ticket volume.
🔧
Field technicians
You depend on office staff to hand over client details and video consultation notes before arriving at a service call, but missing documentation leads to wasted trips — automating these apps means every job file receives complete visitor data the moment it is captured, giving you full context before arrival.
📊
Service business owners
You need a reliable history of lead generation and job completion to make informed business decisions, but disconnected tools leave frustrating gaps in your audit trail — connecting these apps means every interaction from video view to final invoice is logged accurately across your entire business stack.
Our team

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Why choose Integrately to automate ServiceM8 + Wistia

Build and manage your ServiceM8 + Wistia 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 + Wistia 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
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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 Wistia?
Frequently Asked Questions
You can connect ServiceM8 to Wistia in one click using ready-made templates on Integrately. Simply authenticate your accounts, select your preferred trigger, and let Integrately AI set up the automation.
Can I automatically create ServiceM8 clients from Wistia video leads?
Frequently Asked Questions
Can I connect ServiceM8, Wistia, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Wistia?
Frequently Asked Questions
How do ServiceM8 triggers work with Wistia integrations?
Frequently Asked Questions
Can Wistia video analytics trigger actions in ServiceM8?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Wistia?
Frequently Asked Questions
Is the ServiceM8 and Wistia integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

ServiceM8
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