Maximizer + ServiceM8 Integrations, Built by an AI Agent
Put Maximizer + ServiceM8 to work with AI and enterprise-grade automation
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Workflows you can build between Maximizer and ServiceM8
See the kind of workflows teams build with Maximizer and ServiceM8 below — describe the exact one you want above and the Agent builds it on demand.
Maximizer + ServiceM8
When a lead entry is created or updated in Maximizer CRM, create a job or client record in ServiceM8.
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Sync newly created leads across CRM platforms
When a new lead is captured in Maximizer, automatically create or update the matching contact in ServiceM8 to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in ServiceM8, update the corresponding opportunity stage in Maximizer for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Maximizer, log a status update activity on the corresponding account record in ServiceM8.
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Browse the full workflow library →
Looking to achieve something else with Maximizer and ServiceM8?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Maximizer and ServiceM8
Everything Maximizer and ServiceM8 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Maximizer Explore Maximizer →
A customer relationship management platform designed to help sales and service teams streamline lead management and client relationships.
TriggersTriggers when an Address Book entry is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Triggers when an appointment is created, updated, or deleted through the Octopus API. Supported only for Maximizer Cloud.
Triggers when a new Lead entry is created, updated, or deleted. Supported only for Maximizer Cloud.
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Triggers when there is a new or updated Address Book entry
Triggers when Address Book entry reaches notification date
Add Subscriber to Campaign
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Creates new company, individual or contact in your Address Book
Creates new Appointment entry
Creates new Customer Service Case
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
ServiceM8 Explore ServiceM8 →
A field service management app designed for trades and service businesses to handle jobs, quotes, scheduling, and invoicing.
TriggersTriggers when a Job's status changes to Completed.
Triggers when a Job is assigned to a Queue.
Triggers when a new Client is created.
Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.
Triggers when a new job is created.
Creates a new client.
Creates a new job.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
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1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
1FIT
A fitness management platform that provides users with access to multiple gyms and sports facilities under a single membership.
ABC GymSales
ABC GymSales is a sales automation and lead management tool designed specifically for health clubs and commercial fitness centers.
ABC Sales AI
ABC Sales AI is an automated sales enablement platform that assists revenue teams in prospecting, engaging, and managing prospective customer leads.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Maximizer + ServiceM8
Is there a pre-built Maximizer + ServiceM8 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Maximizer and ServiceM8's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Maximizer or ServiceM8 connector?
No. The Agent works whether or not Maximizer or ServiceM8 already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.