ServiceM8 + Sage Integrations
Put ServiceM8 + Sage to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between ServiceM8 and Sage
See the kind of workflows teams build with ServiceM8 and Sage below — describe the exact one you want above and the Agent builds it on demand.
ServiceM8 + Sage
When a contact is updated in Sage Accounting, update the client record in ServiceM8.
Turn closed deals into client invoices
When a deal is marked won in ServiceM8, automatically create an invoice in Sage so billing can start without delay.
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Update deal status when payments arrive
When a payment is received in Sage, automatically update the deal stage in ServiceM8 to keep sales reps informed of account standing.
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Sync client records between systems
When contact details are updated in ServiceM8, automatically sync the customer record in Sage to maintain clean billing profiles.
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Browse the full workflow library →
Looking to achieve something else with ServiceM8 and Sage?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for ServiceM8 and Sage
Everything ServiceM8 and Sage can do inside a workflow — the triggers that start one and the actions that run when it fires.
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.
Sage Explore Sage →
A cloud accounting and financial management platform designed to help small businesses handle invoicing, expenses, and cash flow.
TriggersTriggers when a new contact payment is created.
Triggers when a new purchase invoice is created.
Triggers when a new customer is created.
Triggers when an existing contact is updated.
Triggers when a new product is created.
Triggers when a new sales invoice is created.
Creates a new contact payment.
Creates a new other payment/money out transaction.
Creates a new other receipt/money in transaction.
Creates a new purchase invoice.
Updates an existing contact.
Creates a new customer.
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.
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.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
AEvent
AEvent is webinar marketing and CRM software that automates event registration, attendee communications, and follow-ups.
Other Accounting apps on Knit
Explore more Accounting integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
Aero Workflow
A practice management and workflow automation application built specifically for accounting professionals and bookkeeping firms.
Alegra
Alegra is a cloud accounting and administrative software that helps small businesses manage invoicing, expenses, inventory, and financial reporting.
Aliaddo
Aliaddo is a cloud business management and accounting platform that provides financial invoicing, inventory tracking, and purchasing controls.
Anchor
An automated billing and proposal management platform designed for professional service providers and accounting firms.
ArcSite
ArcSite is a mobile CAD drawing and estimating application that enables contractors to generate precise floor plans, cost estimates, and client proposals.
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 ServiceM8 + Sage
Is there a pre-built ServiceM8 + Sage automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches ServiceM8 and Sage's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built ServiceM8 or Sage connector?
No. The Agent works whether or not ServiceM8 or Sage 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.
How does linking Sage and ServiceM8 streamline the sales-to-finance handoff?
Closing a deal in ServiceM8 can instantly create an invoice in Sage, eliminating manual keying and speeding up revenue collection.
Can payment notifications in Sage update deal stages in ServiceM8?
Yes, when a customer settles an invoice in Sage, the corresponding deal stage in ServiceM8 can automatically update to reflect a completed transaction.