Connect NextLead and ServiceM8
Integrate NextLead with ServiceM8 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Servicem8 when Contact Added to List in NextLead
Create Job in Servicem8 when Contact Added to List in NextLead
List Jobs from ServiceM8 when Contact Added to List in NextLead
Create Job Queue in Servicem8 when Contact Added to List in NextLead
List all Attachments from ServiceM8 when Contact Added to List in NextLead
Popular NextLead + ServiceM8 flows
Start from a real workflow other teams are already running.
Choose a trigger
NextLead
When this happens...
Contact Added to List
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 Contact Added to List in NextLead
Use this flowCreate Job in Servicem8 when Contact Added to List in NextLead
Use this flowList Jobs from ServiceM8 when Contact Added to List in NextLead
Use this flowCreate Job Queue in Servicem8 when Contact Added to List in NextLead
Use this flowList all Attachments from ServiceM8 when Contact Added to List in NextLead
Use this flowList all Job Activities from ServiceM8 when Contact Added to List in NextLead
Use this flowList all Job Checklists from ServiceM8 when Contact Added to List in NextLead
Use this flowList all Job Contacts from ServiceM8 when Contact Added to List in NextLead
Use this flowList all Job Materials from ServiceM8 when Contact Added to List in NextLead
Use this flowList all Locations from ServiceM8 when Contact Added to List in NextLead
Use this flowSupported Triggers & Actions
Everything you can automate between NextLead and ServiceM8.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
Job Completed
Triggers when a Job's status changes to Completed.
New Client
Triggers when a new Client is created.
New Job
Triggers when a new job is created.
Job Queued
Triggers when a Job is assigned to a Queue.
New Form Response
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Do thisActions
Action is the task that follows automatically within your NextLead integrations.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
Delete Contact
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Delete a sales deal
Remove a sales deal from your NextLead account.
Delete Structure
Deletes a structure (company record) from NextLead by Name or SIRET ID.
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 NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
Learn moreAbout 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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your NextLead 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 NextLead 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 NextLead triggers actions in ServiceM8, and a separate workflow where ServiceM8 triggers actions in NextLead. 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 NextLead and ServiceM8. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire NextLead 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.
