Connect ServiceM8 and MyDocSafe
Integrate ServiceM8 with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when Job Completed in Servicem8
Create a Portal in Mydocsafe when Job Completed in Servicem8
Create a Portal Group in Mydocsafe when Job Completed in Servicem8
Create a Folder in Mydocsafe when New Client in Servicem8
Create a Portal in Mydocsafe when New Client in Servicem8
Popular ServiceM8 + MyDocSafe 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
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when Job Completed in Servicem8
Use this flowCreate a Portal in Mydocsafe when Job Completed in Servicem8
Use this flowCreate a Portal Group in Mydocsafe when Job Completed in Servicem8
Use this flowCreate a Folder in Mydocsafe when New Client in Servicem8
Use this flowCreate a Portal in Mydocsafe when New Client in Servicem8
Use this flowCreate a Portal Group in Mydocsafe when New Client in Servicem8
Use this flowCreate a Folder in Mydocsafe when New Job in Servicem8
Use this flowCreate a Portal in Mydocsafe when New Job in Servicem8
Use this flowCreate a Portal Group in Mydocsafe when New Job in Servicem8
Use this flowCreate a Folder in Mydocsafe when Job Queued in Servicem8
Use this flowSupported Triggers & Actions
Everything you can automate between ServiceM8 and MyDocSafe.
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.
Document is Signed
Triggers when a document is signed by all required parties.
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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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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ServiceM8 and MyDocSafe 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 MyDocSafe 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 MyDocSafe. No coding required.
Yes. You can set up a workflow where ServiceM8 triggers actions in MyDocSafe, and a separate workflow where MyDocSafe 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 MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ServiceM8 and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
