Connect Follow Up Boss and ServiceM8
Integrate Follow Up Boss with ServiceM8 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Servicem8 when New Deal Created in Follow Up Boss
List All Client in Servicem8 when New Deal Created in Follow Up Boss
Create Job in Servicem8 when New Deal Created in Follow Up Boss
List Jobs from ServiceM8 when New Deal Created in Follow Up Boss
Create Job Queue in Servicem8 when New Deal Created in Follow Up Boss
Popular Follow Up Boss + ServiceM8 flows
Start from a real workflow other teams are already running.
Choose a trigger
Follow Up Boss
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Choose an action
ServiceM8
Automatically do this!
Create a Client
List All Client
Create Job
List Jobs
Create Job Queue
List all Attachments
List all Clients
List all Jobs
List all Job Activities
List all Job Checklists
List all Job Contacts
List all Job Materials
List all Locations
List all Materials
List all Notes
List all Security Roles
List all Staff Members
Add job note
Create a Client in Servicem8 when New Deal Created in Follow Up Boss
Use this flowList All Client in Servicem8 when New Deal Created in Follow Up Boss
Use this flowCreate Job in Servicem8 when New Deal Created in Follow Up Boss
Use this flowList Jobs from ServiceM8 when New Deal Created in Follow Up Boss
Use this flowCreate Job Queue in Servicem8 when New Deal Created in Follow Up Boss
Use this flowList all Attachments from ServiceM8 when New Deal Created in Follow Up Boss
Use this flowList all Clients from ServiceM8 when New Deal Created in Follow Up Boss
Use this flowList all Jobs from ServiceM8 when New Deal Created in Follow Up Boss
Use this flowList all Job Activities from ServiceM8 when New Deal Created in Follow Up Boss
Use this flowList all Job Checklists from ServiceM8 when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and ServiceM8.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
Job Completed
Triggers when a Job's status changes to Completed.
Do thisActions
Action is the task that follows automatically within your Follow Up Boss integrations.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Create Task
Create a follow-up task for an existing contact; set assignee, due date/time, and an optional reminder.
Add Note to Contact
Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.
Create a Client
Create a new client
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more
About ServiceM8
ServiceM8 is a field service management software that helps businesses manage jobs, schedule work, and streamline operations. It is designed to assist service-based businesses in improving efficiency and customer satisfaction.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and ServiceM8 accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Follow Up Boss and ServiceM8 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ServiceM8. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in ServiceM8, and a separate workflow where ServiceM8 triggers actions in Follow Up Boss. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Follow Up Boss and ServiceM8. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Follow Up Boss and ServiceM8 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
