ServiceM8 + Zendesk Integration

Integrate ServiceM8 to Zendesk in one click, or tell Integrately AI how you want each job handled. Create tickets, sync customer details, notify support agents, and track service requests automatically.

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1.
  • ServiceM8
    Job quote is accepted 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 photo is added in ServiceM8 Instant
  • ServiceM8
    Company is created 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
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready WorkflowsReady Workflows   for ServiceM8 + Zendesk Integration

Create support tickets, sync client details, update service records, alert your support team, and manage 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 + Zendesk flow

Connect accounting, messaging, store data, and email tools to extend your service and support workflows. Pick a combination and activate it in one click.

ServiceM8
Zendesk
+
QuickBooks OnlineQuickBooks Online (5)
+
SlackSlack (5)
+
ShopifyShopify (5)
+
GmailGmail (5)
+
Google CalendarGoogle Calendar (5)
+
StripeStripe (5)
S
Q
Z
When a new job is created in ServiceM8, create a QuickBooks Online customer and open a ticket in Zendesk.
New ServiceM8 jobs immediately create a QuickBooks Online customer and open a corresponding ticket in Zendesk, eliminating manual entry across your financial and support tools.
S
Q
Z
When a job quote is accepted in ServiceM8, update the QuickBooks Online invoice and add a comment to the Zendesk ticket.
Accepted ServiceM8 quotes update your QuickBooks Online invoice and log the approval in Zendesk so support and finance stay informed.
S
Q
Z
When a job is completed in ServiceM8, create a sales receipt in QuickBooks Online and solve the Zendesk ticket.
Completed ServiceM8 jobs generate a QuickBooks Online receipt and automatically solve the linked Zendesk ticket.
S
Q
Z
If a ServiceM8 job invoice is paid, record the payment in QuickBooks Online and add a confirmation tag in Zendesk.
Paid ServiceM8 invoices record payment in QuickBooks Online and tag the Zendesk ticket to verify financial status.
S
Q
Z
Use Claude to summarise payment notes from QuickBooks Online, update the ServiceM8 job record, and notify Zendesk support.
Claude analyses QuickBooks Online payment notes, updates ServiceM8, and posts a brief to Zendesk for your team.

Supported triggers and actions for ServiceM8 and Zendesk

Mix and match to build the exact automation you need

ServiceM8
ServiceM8 Triggers & Actions
Instant
Job quote is accepted in ServiceM8
Triggers automation when a job quote is accepted
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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
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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 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
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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
Company is created in ServiceM8
Triggers automation when a new company is created
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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
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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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Zendesk
Zendesk Triggers & Actions
Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
Try it →
Search group in Zendesk
Searches for a group
Try it →

What can you automate with ServiceM8 + Zendesk?

Streamline your field service operations and customer support with powerful automated workflows.

What you can automate?
🔄
Sync ServiceM8 jobs to Zendesk tickets automatically
Create a Zendesk ticket the moment a new job is created in ServiceM8. Eliminate manual data entry and ensure your support desk tracks every field service request.
📝
Capture every submitted form and job note
Transfer complete technician notes, job photos, and submitted forms from ServiceM8 into Zendesk comments. Your support team gets full context without asking for updates.
🔔
Alert support agents instantly on status changes
Notify your team the second a job status changes or a quote is accepted in ServiceM8 by updating corresponding Zendesk tickets and sending instant alerts.
🔀
Route tickets based on job quotes and client data
Apply conditional logic to route service requests differently in Zendesk based on whether a ServiceM8 job quote was accepted, rejected, or completed.
⏱️
Keep support tickets updated as service progresses
Automatically update Zendesk ticket details whenever staff clock on, check out, or complete jobs in ServiceM8. Your support history stays perfectly synchronized.
🔍
Search and update existing client records
Check for existing customer profiles before creating new records, ensuring your Zendesk database remains clean and free of duplicate user entries.
Handle job completions and invoice payments
Solve Zendesk tickets automatically when a ServiceM8 job is completed or an invoice is marked paid. Close the loop between service delivery and billing.
🌐
Extend workflows to Slack, Gmail, and accounting apps
Trigger multi-step automations that connect ServiceM8 and Zendesk with Slack notifications, Gmail follow-ups, or QuickBooks Online financial records.
And much more...

Who is ServiceM8 + Zendesk integration for?

Operations managers, support leads, and service coordinators eliminate manual data entry, bridging field service execution with customer support tracking.

Operations Directors
Operations Directors
Support Team Leads
Support Team Leads
Client Success Managers
Client Success Managers
Dispatch Managers
Dispatch Managers
Field Service Technicians
Field Service Technicians
Service Quality Auditors
Service Quality Auditors
📈
Operations Directors
You're overseeing service delivery across multiple field teams but your support metrics only update when someone manually reconciles job logs, so the performance reports you're reviewing are always hours behind — with this integration, every completed ServiceM8 job updates your Zendesk tickets instantly and your operational metrics stay current.
Support Team Leads
You need to respond immediately when field issues arise but you find out about client complaints long after technicians leave the site — connecting these apps means every ServiceM8 job update or review instantly triggers Zendesk ticket alerts so your support agents can act fast.
🤝
Client Success Managers
You answer to key accounts who expect real-time visibility into ongoing service requests and support resolutions, but keeping both systems updated manually leads to frequent communication gaps — this integration means every ServiceM8 job status change reflects directly in Zendesk so clients always see accurate progress.
📊
Dispatch Managers
The volume of daily service calls is too high for your coordinators to manually copy customer details between field scheduling and support desks without making errors — automating both apps means every new ServiceM8 job automatically populates Zendesk tickets without manual intervention.
🔧
Field Service Technicians
You complete service work on-site and depend on office staff to manually relay customer questions to the support desk, often resulting in delayed follow-up communications — with this integration, every ServiceM8 job note or photo syncs directly to Zendesk tickets so the support desk stays informed.
🗂️
Service Quality Auditors
You need a reliable audit history for every client interaction and service visit, but disjointed record-keeping leaves missing links between field logs and support tickets — connecting these apps means every job quote, review, and status change maintains an unbroken audit trail in Zendesk.
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 + Zendesk

Build and manage your ServiceM8 + Zendesk 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 + Zendesk 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 Zendesk?
Frequently Asked Questions
You can connect ServiceM8 to Zendesk in 1 click using ready templates or ask Integrately AI to build your automation. It links seamlessly with Slack, Gmail, QuickBooks Online, and 1,500+ other apps.
Can I automatically create Zendesk tickets from new ServiceM8 jobs?
Frequently Asked Questions
Can I connect ServiceM8, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Zendesk?
Frequently Asked Questions
How are ServiceM8 job details handled in Zendesk?
Frequently Asked Questions
Can Zendesk updates trigger actions in ServiceM8?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Zendesk?
Frequently Asked Questions
Is the ServiceM8 and Zendesk integration free?
Frequently Asked Questions
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