Surefire Local Platform ServiceM8

Surefire Local Platform + ServiceM8 Integrations

Put Surefire Local Platform + ServiceM8 to work with AI and enterprise-grade automation

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

Surefire Local Platform + ServiceM8 When a new lead is received in Surefire Local Platform, create a client record or job in ServiceM8. See details
Enroll new CRM leads into marketing segments When a lead is created in ServiceM8, automatically add them to a welcome segment in Surefire Local Platform to start outreach. See details
Log sent campaigns on CRM deal records When a campaign is sent in Surefire Local Platform, automatically log an activity on the corresponding deal in ServiceM8 for sales tracking. See details
Subscribe contacts after winning deals When a deal is won in ServiceM8, automatically add the customer as a subscriber in Surefire Local Platform to send welcoming newsletters. See details

Browse the full workflow library →

Looking to achieve something else with Surefire Local Platform 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 Surefire Local Platform and ServiceM8

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

Surefire Local Platform Explore Surefire Local Platform →

Surefire Local Platform is a local marketing software that helps small businesses manage online visibility, customer reviews, and leads.

Triggers
New Lead Received

Triggers when a new lead is created.

Actions
Create Lead

Creates a lead from Zapier

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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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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Jayesh
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 Surefire Local Platform + ServiceM8

Is there a pre-built Surefire Local Platform + ServiceM8 automation?

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

Does this require a pre-built Surefire Local Platform or ServiceM8 connector?

No. The Agent works whether or not Surefire Local Platform 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.

How does integrating Surefire Local Platform with ServiceM8 help sales representatives?

Marketing emails sent from Surefire Local Platform can automatically log activities on CRM contacts or deals in ServiceM8, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in ServiceM8 can immediately add the contact as a subscriber in Surefire Local Platform.

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