ServiceM8 Integration
Connect ServiceM8 to Arahi's no-code AI agents and automate workflows in minutes.
About the ServiceM8 integration
Field service software With Arahi AI, you can connect ServiceM8 to Asana, awork, Basecamp and 1,500+ other apps using AI-powered workflows. No coding required — set up triggers, actions, and intelligent automation in minutes.
- Category
- Project Management
- Authentication
- oauth
ServiceM8 automation use cases
- Bug report → triaged task
- Turn Slack or Intercom messages into ServiceM8 tickets with labels, owner, and priority pre-set.
- Sprint digest to stakeholders
- Summarize ServiceM8 sprint progress into a weekly email for stakeholders — no manual report.
- Blocked-task escalation
- Ping managers when a ServiceM8 task sits in 'blocked' status for more than 48 hours.
- Time-tracking sync
- Sync ServiceM8 task time estimates and actuals into billing and resourcing tools.
ServiceM8 workflow examples
- Create ServiceM8 Jobs From Jotform Submissions
When a Jotform service request is submitted, an Arahi agent calls ServiceM8 Create a new Job, attaches the address, and assigns the technician by region.
Jotform submit -> Arahi agent -> ServiceM8 Create a new Job
- Log ServiceM8 Payments Into Xero
When ServiceM8 Create Job Payment fires, an Arahi agent matches the customer and creates a matching Xero payment record for clean accounting reconciliation.
ServiceM8 Create Job Payment -> Arahi agent -> Xero payment recorded
- Post ServiceM8 Job Notes To Slack
When ServiceM8 Create Job Note is triggered with urgent keywords, an Arahi agent forwards the note content to a Slack dispatch channel for the manager.
ServiceM8 Create Job Note -> Arahi agent -> Slack dispatch alert
ServiceM8 actions
- ServiceM8 Create Job Note
- Tool to create a new job note in servicem8. use when you need to attach additional information to a specific job after obtaining its uuid.
- ServiceM8 Create Job Payment
- Tool to create a new job payment in servicem8. use when you have collected payment details and need to record payment against a job. example: \
- Create a new Job
- Tool to create a new job in servicem8. use when you have gathered all job details and need to push a record. example: \
- Delete Job Note
- Tool to delete a specific job note. use when you need to archive a note by its uuid.
- ServiceM8 Delete Job Payment
- Tool to delete (archive) a specific job payment by its uuid. use when you need to archive a payment record.
- List All Assets
- Tool to list all servicem8 assets. use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.
- List All Clients
- Tool to list all servicem8 clients. use when you need a complete set of customer records for integrations or reporting.
- List All Document Templates
- Tool to list document templates. use when you need to retrieve available template uuids and names before generating job documents.
- List All Forms
- Tool to list all servicem8 forms. use when you need to fetch available form templates with optional filters.
- List All Job Notes
- Tool to list all job notes in servicem8. use when you need to fetch notes, optionally filtered or paginated.
- List All Job Queues
- Tool to list all job queues in servicem8. use when you need to fetch configured queues before dispatching jobs.
- List All Jobs
- Tool to list all jobs. use when you need to fetch all job records from your servicem8 account.
- List All Locations
- Tool to list all servicem8 locations. use when you need to fetch every configured location for assignments or mapping.
- List All Materials
- Tool to list all materials. use when you need a full inventory dump after authenticating with read inventory scope.
- List All Tasks
- Tool to list all tasks in a servicem8 account. use when you need to fetch task records, optionally filtered. requires 'read tasks' oauth scope.
- Retrieve ServiceM8 Client
- Tool to retrieve details of a specific client by its uuid. use after confirming the client's uuid is valid.
- Retrieve Form
- Tool to retrieve details of a specific form by its uuid. use when you need up-to-date form metadata given a known form uuid.
- Retrieve Job
- Tool to retrieve details of a specific job by its uuid. use when you have the job uuid and need its full record.
- Retrieve Job Activity
- Tool to retrieve details of a specific job activity by its uuid. use when you have the job activity uuid and need its full details.
- Retrieve Job Note
- Tool to retrieve details of a specific job note by its uuid. use when you have the note uuid (e.g., after listing notes) and need its full record before processing or display.
- Retrieve Job Payment
- Tool to retrieve details of a specific job payment by its uuid. use when you have the payment uuid and need its full record and metadata.
- Retrieve Job Queue
- Tool to retrieve details of a specific job queue by its uuid. use when you need full queue metadata before dispatching work.
- Retrieve Location
- Tool to retrieve details of a specific location by its uuid. use when you already have the location's uuid and need full location details.
- Retrieve ServiceM8 Material
- Tool to retrieve details of a specific material by its uuid. use when you have a material uuid and need current inventory or pricing details.
- Retrieve Staff Member
- Tool to retrieve details of a specific staff member by their uuid. use when you need up-to-date staff information given a known staff uuid.
- ServiceM8 Create Job
- Tool to create a new job in servicem8. use when you have all job details and need to push a record into servicem8. example: \
- Update a ServiceM8 Job Note
- Tool to update details of an existing job note. use when modifying a note after its creation.
- ServiceM8 Update Job Payment
- Tool to update details of an existing job payment. use after confirming the payment uuid and desired changes.