Zapier
Automation
No-code automation linking thousands of apps. Official site
What Zapier connects to
ServiceM8 + Zapier
Works via connectorYes. Zapier offers a 'New Job' trigger and 'Create Job' and 'Create Client' actions for ServiceM8.
Xero + Zapier
Works via connectorYes. Zapier's Xero app has triggers like New Sales Invoice and Overdue Sales Invoice, and actions like Create Sales Invoice and Create/Update Contact.
FreeAgent + Zapier
Works via connectorYes, but limited. Zapier's FreeAgent app has a handful of triggers (such as New Invoice and New Contact) and a few actions (such as Create Contact and Create Task).
GoCardless + Zapier
Works via connectorYes. GoCardless on Zapier can start Zaps on payment and mandate events, and can create mandate requests, payments and subscriptions.
QuickBooks Online + Zapier
Works via connectorYes. QuickBooks Online on Zapier has triggers such as New Invoice Due and New Paid Invoice, and actions such as Create Invoice and Send Invoice.
Jobber + Zapier
Works via connectorYes. Jobber on Zapier can trigger on new requests, quotes, jobs and invoices, and can create clients, quotes and requests.
Recipes using Zapier
Email a polite chaser when a Xero invoice is 7 days overdue
When an invoice reaches the number of days overdue you choose, a personalised chaser goes out from your own Gmail or Outlook.
Job trackingLog every new ServiceM8 job in a Google Sheet
Each new job (optionally only one Job Category) adds a row to a shared Google Sheet.
New clientsTurn a website enquiry form into a client record automatically
Each new form response creates (or updates) the client record, ready for the first invoice.
Getting paidGet an email the moment a client's Direct Debit fails
A failed GoCardless payment sends you an email straight away so you can contact the client.
Getting paidEmail a client a heads-up when a QuickBooks invoice is due soon
A few days before an invoice is due, a friendly heads-up goes out (or is drafted for you to check).
Getting paidCollect rent by Direct Debit with Xero repeating invoices and GoCardless
A repeating rent invoice is collected by Direct Debit on the due date, and you get an email if a payment fails.
Jobs and schedulingWhen a Jobber quote is approved, add an "order materials" event to Google Calendar
Every approved quote adds a dated reminder to your Google Calendar.