Zoho Inventory + ServiceM8 Integration

Integrate ServiceM8 to Zoho Inventory in one click, or tell Integrately AI how you want each job handled. Track items, update invoices, alert your team, and trigger follow-ups automatically.

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1.
  • Zoho Inventory
    Item is updated in Zoho Inventory
  • Zoho Inventory
    Invoice is created in Zoho Inventory
  • Zoho Inventory
    Invoice is updated in Zoho Inventory
  • Zoho Inventory
    Sales order is created in Zoho Inventory
  • Zoho Inventory
    Package is created in Zoho Inventory
  • Zoho Inventory
    Package is updated in Zoho Inventory
  • Zoho Inventory
    Contact is created in Zoho Inventory
  • Zoho Inventory
    Item is created in Zoho Inventory
  • Zoho Inventory
    Purchase order is created in Zoho Inventory
  • Zoho Inventory
    Sales order is updated in Zoho Inventory
  • ServiceM8
    Staff has clocked on 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 video is added in ServiceM8 Instant
  • ServiceM8
    Staff has clocked off in ServiceM8 Instant
  • ServiceM8
    Job is completed in ServiceM8 Instant
  • ServiceM8
    Job is queued in ServiceM8 Instant
  • ServiceM8
    Job is checked in in ServiceM8 Instant
  • ServiceM8
    Job is checked out 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
    New job is created in ServiceM8 Instant
  • ServiceM8
    New client is added in ServiceM8 Instant
  • ServiceM8
    Form is completed in ServiceM8 Instant
Arrow Right
2.
  • Zoho Inventory
    Create sales order in Zoho Inventory
  • Zoho Inventory
    Search sales order by id in Zoho Inventory
  • Zoho Inventory
    Update sales order in Zoho Inventory
  • Zoho Inventory
    Delete sales order in Zoho Inventory
  • Zoho Inventory
    Create item in Zoho Inventory
  • Zoho Inventory
    Search item in Zoho Inventory
  • Zoho Inventory
    Update item in Zoho Inventory
  • Zoho Inventory
    Create payment in Zoho Inventory
  • Zoho Inventory
    Get shipment order by id in Zoho Inventory
  • Zoho Inventory
    Delete an item in Zoho Inventory
  • Zoho Inventory
    Delete package in Zoho Inventory
  • Zoho Inventory
    Create a shipment order in Zoho Inventory
  • Zoho Inventory
    Search package in Zoho Inventory
  • Zoho Inventory
    Search contact in Zoho Inventory
  • Zoho Inventory
    Create contact in Zoho Inventory
  • Zoho Inventory
    Delete contact in Zoho Inventory
  • Zoho Inventory
    Update contact in Zoho Inventory
  • Zoho Inventory
    Create invoice in Zoho Inventory
  • Zoho Inventory
    Get invoice by Id in Zoho Inventory
  • ServiceM8
    Get staff by UUID in ServiceM8
  • ServiceM8
    Search client in ServiceM8
  • ServiceM8
    Get job details 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

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Ready WorkflowsReady Workflows   for Zoho Inventory + ServiceM8 Integration

Create sales orders, update items, sync invoices, alert your team, and send 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 + Zoho Inventory flow

Extend your service and inventory management by connecting customer data, accounting, and messaging tools. Pick a combination and activate it in one click.

Zoho Inventory
ServiceM8
+
ShopifyShopify (6)
+
QuickBooks OnlineQuickBooks Online (6)
+
XeroXero (6)
+
StripeStripe (6)
+
GmailGmail (6)
+
SlackSlack (6)
S
Z
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When a new job is created in ServiceM8, create a sales order in Zoho Inventory, and create a customer in Shopify
New ServiceM8 jobs immediately generate a sales order in Zoho Inventory and a customer profile in Shopify without manual export.
S
Z
S
When a job invoice is sent in ServiceM8, update the sales order in Zoho Inventory, and create an order in Shopify
Invoice updates in ServiceM8 automatically trigger sales order adjustments in Zoho Inventory and log an order in Shopify.
S
Z
S
When a job status is changed in ServiceM8, update the sales order in Zoho Inventory, and update the order in Shopify
Status changes in ServiceM8 propagate instantly to Zoho Inventory sales orders and Shopify order fulfillment records.
S
Z
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When a new client is added in ServiceM8, create a contact in Zoho Inventory, and create a customer in Shopify
New clients in ServiceM8 automatically establish contacts in Zoho Inventory and customer accounts in Shopify.
S
Z
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When a job is completed in ServiceM8, create an invoice in Zoho Inventory, and update the order in Shopify
Completed ServiceM8 jobs generate an invoice in Zoho Inventory and update order records in Shopify instantly.
S
C
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Use ChatGPT to summarise every new ServiceM8 job note, create a sales order in Zoho Inventory, and create an order in Shopify
ChatGPT processes ServiceM8 job notes before creating sales orders in Zoho Inventory and orders in Shopify.

Supported triggers and actions for Zoho Inventory and ServiceM8

Mix and match to build the exact automation you need

Zoho Inventory
Zoho Inventory Triggers & Actions
Item is updated in Zoho Inventory
Triggers the automation when a item is updated
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Invoice is created in Zoho Inventory
Triggers the automation when any invoice is added or modified
Try it →
Invoice is updated in Zoho Inventory
Triggers the automation when an invoice is updated
Try it →
Sales order is created in Zoho Inventory
Triggers the automation when a sales order is created
Try it →
Package is created in Zoho Inventory
Triggers the automation when a new package is created
Try it →
Package is updated in Zoho Inventory
Triggers the automation when a package is updated
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Contact is created in Zoho Inventory
Triggers the automation when a new contact is created
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Item is created in Zoho Inventory
Triggers the automation when a new item is created
Try it →
Purchase order is created in Zoho Inventory
Triggers the automation when a new purchase order is created
Try it →
Sales order is updated in Zoho Inventory
Try it →
Create sales order in Zoho Inventory
Generates a new sales order with pre-filled details
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Search sales order by id in Zoho Inventory
Searches for sales orders using the order id
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Update sales order in Zoho Inventory
Updates sales orders with the latest information
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Delete sales order in Zoho Inventory
Removes a sales order from the system
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Create item in Zoho Inventory
Generates a new item
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Search item in Zoho Inventory
Locates and retrieves particular item information
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Update item in Zoho Inventory
Updates an item with new information
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Create payment in Zoho Inventory
Generates and process a payment transaction
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Get shipment order by id in Zoho Inventory
Retrieves a shipment order using its id
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Delete an item in Zoho Inventory
Removes a particular item from a list or database
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Delete package in Zoho Inventory
Removes particular package from the system
Try it →
Create a shipment order in Zoho Inventory
Creates a new shipment order
Try it →
Search package in Zoho Inventory
Searches for a package
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Search contact in Zoho Inventory
Finds and retrieves contact information
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Create contact in Zoho Inventory
Adds a new contact to the database
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Delete contact in Zoho Inventory
Removes a contact from the address book
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Update contact in Zoho Inventory
Updates contact information with new details
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Create invoice in Zoho Inventory
Generates invoices for sales transactions
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Get invoice by Id in Zoho Inventory
Retrieves a invoice using its id
Try it →
ServiceM8
ServiceM8 Triggers & Actions
Instant
Staff has clocked on in ServiceM8
Triggers automation when staff has clocked on
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
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Instant
Job quote is sent in ServiceM8
Triggers automation when a job quote is sent
Try it →
Instant
Job review is received in ServiceM8
Triggers automation when a job review is received
Try it →
Instant
Job status is changed in ServiceM8
Triggers automation when a job status is changed
Try it →
Instant
Job video is added in ServiceM8
Triggers automation when a video is added to a job
Try it →
Instant
Staff has clocked off in ServiceM8
Triggers automation when staff has clocked off
Try it →
Instant
Job is completed in ServiceM8
Triggers automation when a job is completed
Try it →
Instant
Job is queued in ServiceM8
Triggers the automation when a job gets queued
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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
Try it →
Instant
Company is created in ServiceM8
Triggers automation when a new company is created
Try it →
Instant
Company is updated in ServiceM8
Triggers automation when a company is updated
Try it →
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
Try it →
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
Job badge is removed in ServiceM8
Triggers automation when a badge is removed from a job
Try it →
Instant
Job invoice is paid in ServiceM8
Triggers automation when a job invoice is paid
Try it →
Instant
Job invoice is sent in ServiceM8
Triggers automation when a job invoice is sent
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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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Get staff by UUID in ServiceM8
Retrieve staff details using UUID
Try it →
Search client in ServiceM8
Searches client by name
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Get job details by UUID in ServiceM8
Retrieve job 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
Try it →
Create a client in ServiceM8
Creates a new client record
Try it →

What can you automate with ServiceM8 + Zoho Inventory?

Streamline your service and inventory management by connecting every job, order, and invoice automatically.

What you can automate?
🔄
Sync new jobs into sales orders
Automatically convert every new job created in ServiceM8 into a matching sales order in Zoho Inventory without manual data entry.
📋
Capture all client and job details
Map complete client information, job notes, and line items directly from ServiceM8 into Zoho Inventory records.
🔔
Alert your team instantly
Send real-time notifications to your team in Slack or via email whenever a service job status changes or an invoice is paid.
🔀
Route records based on job attributes
Create different workflows or assign specific inventory items depending on the service category or quote amount submitted.
⏱️
Keep inventory updated in real time
Modify sales orders and adjust stock requirements instantly as jobs progress from scheduled to completed in ServiceM8.
🔍
Prevent duplicate records
Search existing contacts and items before creating new entries in Zoho Inventory to maintain a clean database.
💳
Automate billing and invoice tracking
Generate invoices in Zoho Inventory the moment a ServiceM8 job is completed or an invoice is marked as paid.
🔌
Extend workflows to external apps
Connect your ServiceM8 and Zoho Inventory core flow with QuickBooks Online, Shopify, Gmail, or Slack for end-to-end automation.
And much more...

Who is ServiceM8 + Zoho Inventory integration for?

Connecting ServiceM8 and Zoho Inventory helps operations teams, service managers, and finance staff eliminate manual data entry, keep orders updated, and streamline workflows.

Operations directors
Operations directors
Field service managers
Field service managers
Account managers
Account managers
Dispatch coordinators
Dispatch coordinators
Inventory specialists
Inventory specialists
Finance teams
Finance teams
📈
Operations directors
You review operational reports and inventory counts to drive business strategy, but manual data transfers leave your dashboards lagging behind real-world job completions — with this integration, every new job and sales order syncs instantly so your metrics stay current.
Field service managers
You need to dispatch field staff and track job statuses in real time, but delayed paperwork means you find out about inventory shortages long after crews have left — this integration means every status change updates your sales orders immediately.
🤝
Account managers
You answer client inquiries regarding job progress and invoice billing, but disconnected systems force you to dig through multiple tabs to give an update — with this integration, all client records and orders match across platforms without manual searching.
📦
Dispatch coordinators
You handle high volumes of daily service bookings and inventory allocations, but manual entry creates bottlenecks during peak operational hours — automating both apps means every new booking populates your inventory system without human error.
🔄
Inventory specialists
You rely on field teams to log material usage and job requirements correctly, but missing updates leave your stock levels inaccurate — this integration means every service job automatically generates the correct sales order items in Zoho Inventory.
💼
Finance teams
You reconcile invoices and payments across billing and inventory tools, but manual record-keeping leads to persistent audit gaps — this integration means every paid invoice and generated order flows cleanly into your accounting records.
Our team

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Why choose Integrately to automate Zoho Inventory + ServiceM8

Build and manage your Zoho Inventory + ServiceM8 automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Zoho Inventory + ServiceM8 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
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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.
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Frequently Asked Questions

How do I connect ServiceM8 to Zoho Inventory?
Frequently Asked Questions
You can connect ServiceM8 to Zoho Inventory in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking ServiceM8, Zoho Inventory, and tools like QuickBooks Online, Shopify, Gmail, or Slack.
Can I automatically create Zoho Inventory sales orders from ServiceM8 jobs?
Frequently Asked Questions
Can I connect ServiceM8, Zoho Inventory, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for ServiceM8 and Zoho Inventory?
Frequently Asked Questions
How does ServiceM8 handle job status changes with Zoho Inventory?
Frequently Asked Questions
Can I generate Zoho Inventory invoices from completed ServiceM8 jobs?
Frequently Asked Questions
Do I need coding skills to automate ServiceM8 and Zoho Inventory?
Frequently Asked Questions
Is the ServiceM8 and Zoho Inventory integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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Zoho Inventory
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Sync Zoho Inventory with accounting, shipping, and e-commerce platforms to streamline order fulfillment.