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Zapier makes it easy to integrate B1G1 with ServiceM8 - no code necessary. See how you can get setup in minutes.

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B1G1
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B1G1
1. Choose trigger event
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ServiceM8
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ServiceM8
2. Choose action
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1. Select the event
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B1G1
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Engagement Impact Submission" from B1G1.

Add your action

An action happens after the trigger—such as "Create Client" in ServiceM8.

You’re connected!

Zapier seamlessly connects B1G1 and ServiceM8, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Engagement
    Trigger
    Polling
    Try It
    • Recurring Impact
      Required
    • Quantity
      Required
    Action
    Write
    • Queue
      Required
    • Job Category
    Trigger
    Instant
    Try It
    • Completed By
    • Form Type
      Required
    Trigger
    Instant
    Try It
    • Favourite Project
      Required
    • Impact Level
      Required
    • Quantity
      Required
    Action
    Write
    • Job Category
    Trigger
    Instant
    Try It
  • ServiceM8 triggers, actions, and search
    New Client

    Triggers when a new Client is created.

    Trigger
    Instant
    Try It
    • Job Category
    Trigger
    Instant
    Try It

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect B1G1 and ServiceM8 to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Learn how to automate B1G1 on the Zapier blog

Learn how to automate ServiceM8 on the Zapier blog

Make work flow with AI

Level up your B1G1 to ServiceM8 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
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About B1G1
Embed giving into the heart of your business model and activities through B1G1’s giving platform
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Related categories
Fundraising
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About ServiceM8
ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad. Track staff locations, navigate to jobs, and control your estimates, invoicing, scheduling, safety reports, clients & more.
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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