Repsly ServiceM8

Repsly + ServiceM8 Integrations

Put Repsly + ServiceM8 to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Repsly and ServiceM8 below — describe the exact one you want above and the Agent builds it on demand.

Repsly + ServiceM8 When a new order is placed in Repsly, create a field job ticket in ServiceM8.
Sync newly created leads across CRM platforms When a new lead is captured in Repsly, automatically create or update the matching contact in ServiceM8 to keep records synchronized. See details
Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in ServiceM8, update the corresponding opportunity stage in Repsly for unified revenue reporting. See details
Log pipeline stage updates as CRM activities When a deal moves forward in Repsly, log a status update activity on the corresponding account record in ServiceM8. See details

Browse the full workflow library →

Looking to achieve something else with Repsly and ServiceM8?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Repsly and ServiceM8

Everything Repsly and ServiceM8 can do inside a workflow — the triggers that start one and the actions that run when it fires.

Repsly Explore Repsly →

Repsly is a field team management software designed to track retail activities and optimize mobile workforce performance.

Triggers
New Audit With Items

Triggers when a new audit is created. Returns audit items with full headers.

New Client Status Change

Triggers when a client status is updated.

New Client With Details

Triggers when a new client is created.

New Form With Details

Triggers when a new form is created.

New Order

Triggers when a new order is created.

New Item in Order

Triggers when a new order item is added to order. Returns order items with full headers.

Actions
Create Client

Creates a new client.

Create Product

Creates a new product.

ServiceM8 Explore ServiceM8 →

A field service management app designed for trades and service businesses to handle jobs, quotes, scheduling, and invoicing.

Triggers
Job Completed

Triggers when a Job's status changes to Completed.

Job Queued

Triggers when a Job is assigned to a Queue.

New Client

Triggers when a new Client is created.

New Form Response

Triggers when a Form is completed. Requires the Forms add-on to be enabled in your ServiceM8 account.

New Job

Triggers when a new job is created.

Actions
Create Client

Creates a new client.

Create Job

Creates a new job.

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Customer Stories

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Developer, Multiplier
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.
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Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
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.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Repsly + ServiceM8

Is there a pre-built Repsly + ServiceM8 automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Repsly and ServiceM8's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Repsly or ServiceM8 connector?

No. The Agent works whether or not Repsly 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.

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