Connect ServiceM8 and Daftra
Integrate ServiceM8 with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ServiceM8 + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
ServiceM8
When this happens...
Job Completed
New Client
New Job
Job Queued
New Form Response
Choose an action
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Update Invoice in Daftra when Job Completed in Servicem8
Use this flowDelete Supplier in Daftra when Job Completed in Servicem8
Use this flowRecord Invoice Payment in Daftra when Job Completed in Servicem8
Use this flowDelete Estimate in Daftra when Job Completed in Servicem8
Use this flowAdd Expense to Daftra when Job Completed in Servicem8
Use this flowDelete Invoice in Daftra when Job Completed in Servicem8
Use this flowDelete Invoice Payment in Daftra when Job Completed in Servicem8
Use this flowUpdate Product in Daftra when Job Completed in Servicem8
Use this flowAdd Supplier to Daftra when Job Completed in Servicem8
Use this flowDelete Client from Daftra when Job Completed in Servicem8
Use this flowSupported Triggers & Actions
Everything you can automate between ServiceM8 and Daftra.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Invoice Created
Runs when a new invoice is created in Daftra
Do thisActions
Action is the task that follows automatically within your ServiceM8 integrations.
Create a Client
Create a new client
List All Client
Get an existing client list
Create Job
Create a new Job.
List Jobs
List all the jobs.
Create Job Queue
Create a new job queue.
List all Attachments
List all attachments
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 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
About Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServiceM8 and Daftra 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 ServiceM8 and Daftra 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 Daftra. No coding required.
Yes. You can set up a workflow where ServiceM8 triggers actions in Daftra, and a separate workflow where Daftra triggers actions in ServiceM8. 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 ServiceM8 and Daftra. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServiceM8 and Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
