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Integrate ServiceM8 with Email by Zapier to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate ServiceM8 with Email by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from ServiceM8

A trigger is an event that starts your Zap and runs the workflow. For example, with ServiceM8, a trigger could be "Job Completed."

A trigger is the event that kicks off your automated workflow.

Setup an action from Email by Zapier

An action is what takes place after the automation is triggered. For example, with Email by Zapier, the action could be "Send Outbound Email."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ServiceM8 to Email by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect ServiceM8 to Email by Zapier with a Zapier template.

Our most popular template

Send emails when forms are completed in ServiceM8
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ServiceM8 + Email by Zapier
Send outbound emails with Email by Zapier for new clients in ServiceM8
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ServiceM8 + Email by Zapier
Send outbound emails via Email by Zapier when jobs are completed in ServiceM8
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ServiceM8 + Email by Zapier
Send outbound emails with Email by Zapier when new jobs are queued in ServiceM8
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ServiceM8 + Email by Zapier
Create or update Pinch payers and send email when new clients are added to ServiceM8
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ServiceM8 + Pinch Payments + Email by Zapier
Send outbound emails from Email by Zapier for new jobs in ServiceM8
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ServiceM8 + Email by Zapier

Send emails when forms are completed in ServiceM8

ServiceM8 + Email by Zapier

Send outbound emails with Email by Zapier for new clients in ServiceM8

ServiceM8 + Email by Zapier

Send outbound emails via Email by Zapier when jobs are completed in ServiceM8

ServiceM8 + Email by Zapier

Send outbound emails with Email by Zapier when new jobs are queued in ServiceM8

ServiceM8 + Email by Zapier

Create or update Pinch payers and send email when new clients are added to ServiceM8

ServiceM8 + Pinch Payments + Email by Zapier

Send outbound emails from Email by Zapier for new jobs in ServiceM8

ServiceM8 + Email by Zapier

Make work flow with AI

Level up your ServiceM8 to Email by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect ServiceM8 and Email by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect ServiceM8 and Email by Zapier to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Job Category
Trigger
Instant
Try It
New Client
Triggers when a new Client is created.
Trigger
Instant
Try It
- Job Category
Trigger
Instant
Try It
- Customer Name
- Job Status
  Required
- Job Address
- Billing Address
- Job Description
- Purchase Order Number
- Work Completed
- Job Contact First Name
- Job Contact Last Name
- Job Contact Phone
- Job Contact Mobile
- Job Contact E-Mail Address
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact E-Mail
Action
Write
- Setup Directions
Trigger
Instant
Try It

- Queue
  Required
- Job Category
Trigger
Instant
Try It
- Completed By
- Form Type
  Required
Trigger
Instant
Try It
- Name
  Required
- Address
- Billing Address
- Fax Number
- Website
- First Name
- Last Name
- Phone Number
- Mobile Number
- E-Mail Address
Action
Write
- Email Address
  Required
Trigger
Instant
Try It
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

Learn how to automate ServiceM8 on the Zapier blog

Learn how to automate Email by Zapier on the Zapier blog

About ServiceM8

ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.

Related categories

CRM (Customer Relationship Management)

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About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more Help

Related categories

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Explore ServiceM8 + Email by Zapier Integrations