---
title: "Connect Nimbata and ServiceM8 - APIANT.ai"
description: "When \"New form submission\" fires in Nimbata, your agent runs \"Add company contact\" in ServiceM8, or \"New Job\" in ServiceM8 to \"Get lead\" in Nimbata."
canonical: "https://apiant.ai/connect/nimbata-to-servicem8"
---

# Connect Nimbata and ServiceM8

When **New form submission** fires in [Nimbata](https://apiant.ai/connections/nimbata), your agent runs **Add company contact** in [ServiceM8](https://apiant.ai/connections/servicem8), or **New Job** in ServiceM8 to **Get lead** in Nimbata. Describe the whole flow and it is built, tested on every scenario and kept running.

Nimbata **1** trigger Nimbata **10** actions ServiceM8 **2** triggers ServiceM8 **23** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Nimbata and ServiceM8 to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Nimbata and ServiceM8 can do together

### From Nimbata to ServiceM8

- When **New form submission** in Nimbata then **Add company contact** in ServiceM8
- When **New form submission** in Nimbata then **Add job payment** in ServiceM8

### From ServiceM8 to Nimbata

- When **New Job** in ServiceM8 then **Get lead** in Nimbata
- When **Job Queued** in ServiceM8 then **List leads** in Nimbata

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Nimbata and ServiceM8

## Triggers and actions 3 triggers · 33 actions

- Trigger

**New form submission**

Triggers when a new form submission is received in a Nimbata project.

- Action

**Add tag**

Creates a new tag in a tag category of a Nimbata project, ready to be applied to calls and form submissions.

- Action

**Add tags to call**

Adds one or more tags to a call and keeps the tags it already has. Returns the call's full list of tag IDs after the change.

- Action

**Get call**

Returns an inbound call's details, including its attribution, call-flow information and custom field values.

- Action

**Get lead**

Returns one lead with its phone numbers, emails, and first and last interaction details. If the lead was merged into another, returns the surviving lead.

- Action

**Get tracking number**

Returns one tracking number from a project, looked up by its ID or phone number, including its status, line type, country, call flow and tracking source.

- Action

**List calls**

Returns the inbound and outbound calls of a project, newest first, optionally narrowed by date range, caller, tracking number, outcome or campaign.

- Action

**List form submissions**

Returns the form submissions recorded in a Nimbata project, optionally narrowed by form, date range, attribution, device, tag or value.

- Action

**List leads**

Returns the identified leads in a Nimbata project, most recent interaction first, optionally narrowed to one phone number or email address.

- Action

**List SMS messages**

Returns a project's SMS messages, newest first, optionally filtered by date range, direction, status or phone number.

- Action

**List tracking numbers**

Returns the tracking numbers in a Nimbata project, optionally narrowed by a name or phone number search.

- Trigger

**Job Queued**

Triggers when a Job is assigned to a Queue.

- Trigger

**New Job**

Triggers when a new job is created.

- Action

**Add attachment**

Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.

- Action

**Add company contact**

Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact.

- Action

**Add job allocation**

Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.

- Action

**Add job material**

Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details.

- Action

**Add job payment**

Records a payment against a ServiceM8 job, with its amount, method, date and optional note.

- Action

**Add note**

Adds a note to a job, client or other ServiceM8 record.

- Action

**Create Client**

Creates a new client (company) record in ServiceM8.

- Action

**Create Job**

Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.

- Action

**Delete client**

Deletes (archives) a client in ServiceM8.

- Action

**Delete job**

Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.

- Action

**Get attachment**

Returns the details of a single file attachment (photo, PDF or other file) by its UUID.

- Action

**Get client**

Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.

- Action

**Get job**

Returns a single ServiceM8 job by its UUID, including its status, client, address and totals.

- Action

**Get Job Allocation**

Returns a single job allocation — which staff member a job is allocated to, its window, dates and status.

- Action

**List clients**

Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.

- Action

**List job materials**

Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.

- Action

**List job payments**

Returns the payments recorded against jobs, optionally filtered (for example to a single job).

- Action

**List Job Queues**

Returns the job queues set up in the ServiceM8 account.

- Action

**List jobs**

Returns the jobs in your ServiceM8 account, optionally narrowed by a filter.

- Action

**List notes**

Returns the notes in your ServiceM8 account, optionally filtered and sorted.

- Action

**List staff members**

Returns the staff members in your ServiceM8 account, optionally narrowed by a filter.

- Action

**Update client**

Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed.

- Action

**Update job**

Updates an existing job in ServiceM8, changing only the fields you fill in.

## Each app on its own

- [ **Nimbata** Nimbata is a call tracking platform that lets you attribute phone calls back to keyword searches, web pages...](https://apiant.ai/connections/nimbata)
- [ **ServiceM8** ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad.](https://apiant.ai/connections/servicem8)

Reviews

## What our customers say

## More from Nimbata

- [ **Nimbata to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nimbata-to-salesforce)
- [ **Nimbata to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nimbata-to-slack)
- [ **Nimbata to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nimbata-to-stripe)
- [ **Nimbata to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nimbata-to-shopify)
- [ **Nimbata to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nimbata-to-quickbooks-online)
- [ **Nimbata to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nimbata-to-pipedrive)

## More into ServiceM8

- [ **HubSpot to ServiceM8** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-servicem8)
- [ **Salesforce to ServiceM8** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-servicem8)
- [ **Google Sheets to ServiceM8** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-servicem8)
- [ **Gmail to ServiceM8** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-servicem8)
- [ **Google Calendar to ServiceM8** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-servicem8)
- [ **Google Drive to ServiceM8** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-servicem8)

Questions

## Nimbata and ServiceM8, answered

###

### What can start an automation from Nimbata?

Any of Nimbata's 1 trigger in the catalog, including New form submission. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in ServiceM8 when something happens in Nimbata?

Any of ServiceM8's 23 actions, including Create Client, Create Job, Update client and Update job. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from ServiceM8 to Nimbata?

Yes. When something happens in ServiceM8, your agent can act in Nimbata too. This page covers both directions: ServiceM8's triggers and Nimbata's actions are listed here as well.

###

### Do I have to build a connector for Nimbata or ServiceM8?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### Can my AI client use Nimbata and ServiceM8 without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
