Connect ServiceM8 and Iterate
Integrate ServiceM8 with Iterate to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ServiceM8 + Iterate 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
Iterate
Automatically do this!
Add User to Survey
List Surveys
Get Survey Responses
Get Survey Stats
Search User
Anonymize User
Add User to Survey in Iterate when Job Completed in Servicem8
Use this flowList Surveys from Iterate when Job Completed in Servicem8
Use this flowGet Survey Responses from Iterate when Job Completed in Servicem8
Use this flowGet Survey Stats from Iterate when Job Completed in Servicem8
Use this flowSearch User in Iterate when Job Completed in Servicem8
Use this flowAnonymize User in Iterate when Job Completed in Servicem8
Use this flowAdd User to Survey in Iterate when New Client in Servicem8
Use this flowList Surveys from Iterate when New Client in Servicem8
Use this flowGet Survey Responses from Iterate when New Client in Servicem8
Use this flowGet Survey Stats from Iterate when New Client in Servicem8
Use this flowSupported Triggers & Actions
Everything you can automate between ServiceM8 and Iterate.
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.
When a survey question is answered
Runs the workflow automatically whenever a question in the selected survey is answered.
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 Iterate
Iterate helps teams collect customer feedback and insights through targeted surveys and forms.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServiceM8 and Iterate 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 Iterate 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 Iterate. No coding required.
Yes. You can set up a workflow where ServiceM8 triggers actions in Iterate, and a separate workflow where Iterate 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 Iterate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServiceM8 and Iterate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
