Xero Servicem8 Integration using AI Agents
Appy Pie Automate allows you to Integrate Xero with Servicem8 using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
Award Winning App Integration Platform
Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
About Servicem8
ServiceM8 is job management software for small businesses, streamlining job scheduling, invoicing, client communication, and staff management. Ideal for trades, it integrates time tracking, CRM, and GPS navigation.
Servicem8 IntegrationsEasily set up Xero Servicem8 Integration without coding. Start automating your workflows and Integrate Xero with Servicem8 today.
- Triggers
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New BillTriggered when you add a new bill. (Accounts Payable)
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New Contact
Triggered when you add a new contact.
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New Payment
Triggered when you receive a new payment.
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New Quote
Triggered when a new quote is created.
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New Sales Invoice
Triggered when you add a new sales invoice. (Accounts Receivable)
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New purchase order
Triggered when a purchase order is created.
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Updated Contact
Triggered when you update an exiting contact.
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Updated Quote
Triggered when an exiting quote is updated.
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Updated Sales Invoice
Triggered when you update an exiting sales invoice. (Accounts Receivable)
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Updated purchase order
Triggered when an exiting purchase order is updated.
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New ClientTriggers when a new client is created.
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New Company Contact
Triggers when a new Company contact is created.
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New Job
Trigger when a new job is created.
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New Job Activities
Trigger when a new job Activity is created.
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New Tax Rate
Trigger when a new tax rate is created.
- Actions
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Create Bank Transfer
Transfers money between two bank accounts.
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Create Bill
Creates a new bill (Accounts Payable).
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Create Credit Note
Creates a new credit note for a contact.
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Create New Quote Draft
Creates a new quote draft.
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Create Payment
Applies a payment to an invoice.
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Create Purchase Order
Creates a new purchase order for a contact.
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Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Create/Update Contact
Creates a new contact or updates a contact if a contact already exists.
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Create/Update Item (Product)
Creates a new item or updates a item if a product already exists.
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Create Client
Creates a client.
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Create Tax Rate
Creates a Ticket.
How Xero and Servicem8 Integrations Work
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Step 1: Choose Xero as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Servicem8 as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Xero to Servicem8.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.