Connect ServiceM8 to SVP via Zapier

Overview

ServiceM8 integrates with Zapier and can push new client records to SVP automatically as they're created. This is useful during a parallel-run migration or for ongoing syncing.

What You'll Need

• A Zapier account
• ServiceM8 connected to Zapier
• Your SVP webhook endpoint URL (found in Settings → Integrations → Webhook URL)

Available ServiceM8 Triggers

• New Client — fires when a new client/company is created
• New Job
• Job Status Changed
• New Invoice
• New Quote

Step 1: Sign into Zapier

Log in at zapier.com.

Step 2: Create a New Zap

Click + Create Zap.

Step 3: Set the Trigger — New Client from ServiceM8

1. Search for and select ServiceM8.
2. Choose New Client as the trigger event.
3. Connect your ServiceM8 account.
4. Test with a recent client record.

Step 4: Set the Action — Webhooks by Zapier → POST to SVP

1. Add action: Webhooks by Zapier → POST.
2. Paste your SVP webhook URL. Set payload type to JSON.

Step 5: Map Fields

• first_name → ServiceM8: First Name
• last_name → ServiceM8: Last Name
• company → ServiceM8: Company Name
• email → ServiceM8: Email
• phone → ServiceM8: Phone
• address → ServiceM8: Address Street
• city → ServiceM8: Address City
• state → ServiceM8: Address State
• zip → ServiceM8: Address Postcode

Step 6: Test and Activate

Test the action and confirm the client appears in SVP. Publish the Zap to activate it.