Integrate ServiceM8 with QuickBooks
Send information between ServiceM8 and QuickBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new job activity in ServiceM8 when a new customer is created in QuickBooks
Integrate QuickBooks with ServiceM8 using Zoho Flow. Whenever a new customer is created in QuickBooks, Zoho Flow automatically creates a new job activity in ServiceM8. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new customer is created in QuickBooks.
- Zoho Flow creates a new job activity in ServiceM8.
Create a new job activity in ServiceM8 when a new customer is created in QuickBooks
QuickBooks + ServiceM8
Update the details of an existing client in ServiceM8 when a new customer is created in QuickBooks
Integrate QuickBooks with ServiceM8 using Zoho Flow. Whenever a new customer is created in QuickBooks, Zoho Flow automatically updates the details of an existing client in ServiceM8. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new customer is created in QuickBooks.
- Zoho Flow updates the details of an existing client in ServiceM8.
Update the details of an existing client in ServiceM8 when a new customer is created in QuickBooks
QuickBooks + ServiceM8
Fetch the details of an existing material using name in ServiceM8 when a new customer is created in QuickBooks
Integrate QuickBooks with ServiceM8 using Zoho Flow. Whenever a new customer is created in QuickBooks, Zoho Flow automatically fetches the details of an existing material using name in ServiceM8. This integration keeps your workflows in sync and eliminates manual work.
Set up this flow in minutes — no coding required.
How it works
- The flow triggers when a new customer is created in QuickBooks.
- Zoho Flow fetches the details of an existing material using name in ServiceM8.
Fetch the details of an existing material using name in ServiceM8 when a new customer is created in QuickBooks
QuickBooks + ServiceM8
Build your own integrations between ServiceM8 and QuickBooks
Connect ServiceM8 and QuickBooks with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate ServiceM8 and QuickBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Material created or updated
Triggers when new material is created or updated
Client created or updated
Triggers when a client is created or updated
Contact created or updated
Triggers when a contact is created or updated
Form completed
Triggers when the specified form is completed
Job queued
Triggers when a job is assigned to or removed from a queue
Job created or updated
Triggers when a job is created or updated
Material created
Triggers when a new material is created
Deposit added
Triggers when a new deposit is added
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Inventory item created
Triggers when an inventory item is created
Estimate updated
Triggers when an estimate is updated
Payment received
Triggers when a payment is received
Account updated
Triggers when an account is updated
Credit memo created
Triggers when a credit memo is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Account created
Triggers when a new account is created
Invoice updated
Triggers when the details of an existing invoice are updated
Bill created
Triggers when a bill is created
Service item updated
Triggers when any detail of an existing service item is updated
Customer created
Triggers when a new customer is created
Service item created
Triggers when a new service item is created
Purchase order created
Triggers when a new purchase order is created
Vendor updated
Triggers when the details of an existing vendor are updated
Estimate created
Triggers when a new estimate is created
Vendor created
Triggers when a new vendor is created
Sales receipt created
Triggers when a new sales receipt is created
Customer updated
Triggers when any detail of an existing customer is updated
Invoice created
Triggers when a new invoice is created
Non-inventory item created
Triggers when a non-inventory item is created
All Actions - Actions are the automated tasks
Create job activity
Creates a new job activity
Create task
Creates a new task
Create job
Creates a new job
Add note
Creates a new note
Create client
Creates a new client
Create job material
Creates a new job material
Create material
Creates a new material
Create contact
Creates a new contact
Update material
Updates the details of an existing material
Update job
Updates the details of an existing job
Update contact
Updates the details of an existing contact by their UUID
Update client
Updates the details of an existing client
Fetch material using item number
Fetches the details of an existing material using item number
Fetch contact
Fetches the details of an existing contact using their email address or ID or phone number
Fetch job contact
Fetches the details of an existing job contact using their email address, ID, phone number, or mobile number
Fetch job
Fetches details for an existing job using its UUID
Fetch client
Fetches the details of an existing client using their ABN number or ID or name
Fetch material using name
Fetches the details of an existing material using name
Create sales receipt
Creates a new sales receipt
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create bill - Account based
Creates a new account-based bill
Create inventory item
Creates a new inventory item
Create credit memo
Creates a new credit memo
Create transfer
Creates a new transfer
Create estimate
Creates a new estimate
Create account
Creates a new account
Create payment record
Creates a new payment record
Create non-inventory item
Creates a new non-inventory item
Create customer
Creates a new customer
Create service item
Creates a new service item
Create deposit
Creates a new deposit
Create bill - Item based
Creates a new item-based bill
Update item status
Updates the status of the specified item
Update estimate
Updates the estimate by ID
Update account
Updates the details of an existing account using account ID
Update invoice
Updates the details of an invoice by ID
Update customer
Updates the details of an existing customer
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch sales term
Fetches the details of a sales term based on its name
Send estimate
Sends an existing estimate
Fetch account
Fetches an account by name
Fetch customer type
Fetches the details of a customer type by its name
Fetch vendor by name
Fetches the details of an existing vendor by name
Send invoice
Sends an invoice to the specified email address
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch payment method
Fetches a payment method based on its name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch location
Fetches the details of an existing location by name
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
What is ServiceM8?
ServiceM8 is a cloud-based field service management solution that lets you track staff locations, navigate to jobs, manage your estimates and invoices, and more.
Similar apps
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
