Pick a template → connect your tools → go live in 2 minutes.
When a Jotform service request is submitted, an DeskFerry agent calls ServiceM8 Create a new Job, attaches the address, and assigns the technician by region.
Jotform: Service request submitted
DeskFerry: Match & assign
ServiceM8: Create job with address and technician
XWhen ServiceM8 Create Job Payment fires, an DeskFerry agent matches the customer and creates a matching Xero payment record for clean accounting reconciliation.
ServiceM8: Job payment created
DeskFerry: Match & assign
Xero: Create payment record
When ServiceM8 Create Job Note is triggered with urgent keywords, an DeskFerry agent forwards the note content to a Slack dispatch channel for the manager.
ServiceM8: Job note created with urgent keywords
DeskFerry: Match & route
Slack: Post dispatch alert to channel
An event occurs in ServiceM8 or a connected app that starts your automation.
The AI agent analyzes the data, makes intelligent decisions, and determines the best actions.
The agent executes actions in ServiceM8 and other tools — no manual work required.
ServiceM8 simplifies workflows, while DeskFerry empowers these tasks with AI agents.
Turn Slack or Intercom messages into ServiceM8 tickets with labels, owner, and priority pre-set.
Summarize ServiceM8 sprint progress into a weekly email for stakeholders — no manual report.
Ping managers when a ServiceM8 task sits in 'blocked' status for more than 48 hours.
Sync ServiceM8 task time estimates and actuals into billing and resourcing tools.
Ready-to-use ServiceM8 actions you can add to your agents instantly.
Custom API calls to ServiceM8 with full control for advanced use cases.
Sign in to your DeskFerry account and navigate to integrations or create a new AI agent.
A secure pop-up will ask you to log in. This authorizes DeskFerry to access your API using OAuth.
Choose "ServiceM8" from the tool list, then select the action you want to perform.
Test your automation with sample data, then deploy it to run on schedule or by event.
The integration uses secure OAuth authentication, ensuring only authorized workflows access your ServiceM8 data.
Your data remains private and is never used for model training.
We never store anything we don't need to. Inputs and outputs of your tools are never stored.
Field service software With DeskFerry, 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.
As a business management tool, ServiceM8 connects with other business management apps like Asana, awork, Basecamp, ClickUp through DeskFerry's integration platform. Build multi-step automations that combine ServiceM8 with AI-powered decision making, data transformation, and cross-app orchestration.
Every item is a real, named endpoint from ServiceM8's API. Your agent can watch events and run 28 actions — no glue code.
Things the agent can do
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.
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: \
Tool to create a new job in servicem8. use when you have gathered all job details and need to push a record. example: \
Tool to delete a specific job note. use when you need to archive a note by its uuid.
Tool to delete (archive) a specific job payment by its uuid. use when you need to archive a payment record.
Tool to list all servicem8 assets. use when you need a comprehensive asset registry, including custom fields, for inventory or reporting.
Tool to list all servicem8 clients. use when you need a complete set of customer records for integrations or reporting.
Tool to list document templates. use when you need to retrieve available template uuids and names before generating job documents.
Tool to list all servicem8 forms. use when you need to fetch available form templates with optional filters.
Tool to list all job notes in servicem8. use when you need to fetch notes, optionally filtered or paginated.
Tool to list all job queues in servicem8. use when you need to fetch configured queues before dispatching jobs.
Tool to list all jobs. use when you need to fetch all job records from your servicem8 account.
Tool to list all servicem8 locations. use when you need to fetch every configured location for assignments or mapping.
Tool to list all materials. use when you need a full inventory dump after authenticating with read inventory scope.
Tool to list all tasks in a servicem8 account. use when you need to fetch task records, optionally filtered. requires 'read tasks' oauth scope.
Tool to retrieve details of a specific client by its uuid. use after confirming the client's uuid is valid.
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.
Tool to retrieve details of a specific job by its uuid. use when you have the job uuid and need its full record.
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.
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.
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.
Tool to retrieve details of a specific job queue by its uuid. use when you need full queue metadata before dispatching work.
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.
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.
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.
Tool to create a new job in servicem8. use when you have all job details and need to push a record into servicem8. example: \
Tool to update details of an existing job note. use when modifying a note after its creation.
Tool to update details of an existing job payment. use after confirming the payment uuid and desired changes.
Curated for ServiceM8's real category — not Pipedream's auto-tagged bucket.
Explore AI-powered workflows that work with ServiceM8.
