Automate ServiceM8 workflows with viaSocket
Connect ServiceM8 to your apps and AI to turn leads into scheduled jobs, generate quotes and invoices, and automate follow-ups — all without coding.
Connect ServiceM8 with 2100+ apps
Ready to use ServiceM8 automations
Triggers and Actions in ServiceM8 Automations
viaSocket makes it simple to connect ServiceM8 and automate repetitive tasks.
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.
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
Real-world use cases of ServiceM8 integrations
See how ServiceM8 integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
How to get started with ServiceM8 automations
Automate when something happens in ServiceM8
Login -> Create new flow -> Select trigger -> Search ServiceM8 -> Choose the trigger from the list
Take action in ServiceM8 when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search ServiceM8 -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket connects ServiceM8 to other business apps and AI so routine tasks run automatically — for example: create jobs from leads, convert approved quotes to scheduled work, sync invoices to accounting, and generate operational reports without manual data entry.
No. viaSocket offers pre-built automation templates and a simple setup flow designed for business operators. You pick a template, map the fields you care about, and turn it on — no coding required.
Yes. viaSocket can include AI steps — for example, auto-prioritize jobs based on text in customer requests, summarize technician notes into job reports, or draft tailored customer messages — improving speed and consistency.
Automation reduces manual data entry, speeds up scheduling and quoting, lowers admin costs, and shortens payment cycles. That means more jobs completed per day, faster response to leads, and better cash flow.
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.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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