Connect QuickBooks and ServiceM8
Integrate QuickBooks with ServiceM8 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Payment in QuickBooks when Job Completed in Servicem8
Create Invoice in QuickBooks when Job Completed in Servicem8
Create Customer in QuickBooks when Job Completed in Servicem8
Find or Create Customer in QuickBooks when Job Completed in Servicem8
Create Account in Quickbooks when Job Completed in Servicem8
Popular QuickBooks + ServiceM8 flows
Start from a real workflow other teams are already running.
Choose a trigger
QuickBooks
When this happens...
New Invoice
New Customer
New Bill
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 Payment in QuickBooks when Job Completed in Servicem8
Use this flowCreate Invoice in QuickBooks when Job Completed in Servicem8
Use this flowCreate Customer in QuickBooks when Job Completed in Servicem8
Use this flowFind or Create Customer in QuickBooks when Job Completed in Servicem8
Use this flowCreate Account in Quickbooks when Job Completed in Servicem8
Use this flowGet Customer Balance from QuickBooks when Job Completed in Servicem8
Use this flowGet Customer Income from QuickBooks when Job Completed in Servicem8
Use this flowFind Customer by ID in QuickBooks when Job Completed in Servicem8
Use this flowFind Invoices in QuickBooks when Job Completed in Servicem8
Use this flowCreate Payment in QuickBooks when New Client in Servicem8
Use this flowSupported Triggers & Actions
Everything you can automate between QuickBooks and ServiceM8.
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
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.
Do thisActions
Action is the task that follows automatically within your QuickBooks integrations.
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
Create Customer
Create a customer record with contact, billing, shipping, tax, payment, and notes information.
Find or Create Customer
Search for a customer by name or email; optionally create a new customer if none are found.
Create Account
Creates a new account.
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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About QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your QuickBooks 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 QuickBooks 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 QuickBooks triggers actions in ServiceM8, and a separate workflow where ServiceM8 triggers actions in QuickBooks. 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 QuickBooks and ServiceM8. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire QuickBooks 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.
