--- title: "Connect noCRM.io and ServiceM8 - APIANT.ai" description: "When \"Lead Status Changed\" fires in noCRM.io, your agent runs \"Add company contact\" in ServiceM8, or \"New Job\" in ServiceM8 to \"Create Lead\" in noCRM.io." canonical: "https://apiant.ai/connect/nocrm-io-to-servicem8" --- # Connect noCRM.io and ServiceM8 When **Lead Status Changed** fires in [noCRM.io](https://apiant.ai/connections/nocrm-io), your agent runs **Add company contact** in [ServiceM8](https://apiant.ai/connections/servicem8), or **New Job** in ServiceM8 to **Create Lead** in noCRM.io. Describe the whole flow and it is built, tested on every scenario and kept running. noCRM.io **8** triggers noCRM.io **16** 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 noCRM.io 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 noCRM.io and ServiceM8 can do together ### From noCRM.io to ServiceM8 - When **Lead Status Changed** in noCRM.io then **Add company contact** in ServiceM8 - When **New Client Folder** in noCRM.io then **Create Client** in ServiceM8 ### From ServiceM8 to noCRM.io - When **New Job** in ServiceM8 then **Create Lead** in noCRM.io - When **Job Queued** in ServiceM8 then **Assign Lead** in noCRM.io 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 noCRM.io and ServiceM8 ## Triggers and actions 10 triggers · 39 actions - Trigger **Lead Status Changed** Triggers when a specific status of the lead is changed. - Trigger **New Client Folder** Triggers when a client folder is created. - Trigger **New Deleted Lead** Triggers when a lead is deleted. This trigger only works for Expert edition and above. - Trigger **New Lead** Triggers when a lead is created. - Trigger **New Lead Assigned** Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above. - Trigger **New Lead Comment** Triggers when a lead is comment on. This trigger only works for Expert edition and above. - Trigger **New Lead Content or Title Changed** Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above. - Trigger **New Prospect** Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above. - Action **Add Attachment** Add an attachment to a lead - Action **Add Comment** Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Add Tags** Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Assign Lead** Assign the lead to a user - Action **Call Simplified API** Call our simplified API to interact with your data - Action **Change Lead's Title** Change the title of a lead - Action **Change Status** Change the status of a lead to Standby, Won, Cancelled or Lost - Action **Change Step** Change the step of a lead - Action **Create Lead** Creates a new lead. - Action **Create Prospect** Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above. - Action **Delete Lead** Moves a lead to the trash. - Action **Find Lead** Finds a lead from an email address. - Action **Get Lead** Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields. - Action **Log an Activity** Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above. - Action **Set Amount and Probability** Set the amount and the probability of a lead - Action **Set the Estimated Closing Date** Set the estimated closing date on a lead - 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 - [ **noCRM.io** noCRM.io helps you to track and close deals without wasting time filling out forms.](https://apiant.ai/connections/nocrm-io) - [ **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 noCRM.io - [ **noCRM.io to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/nocrm-io-to-salesforce) - [ **noCRM.io to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/nocrm-io-to-slack) - [ **noCRM.io to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/nocrm-io-to-stripe) - [ **noCRM.io to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/nocrm-io-to-shopify) - [ **noCRM.io to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/nocrm-io-to-quickbooks-online) - [ **noCRM.io to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/nocrm-io-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](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 ## noCRM.io and ServiceM8, answered ### ### What can start an automation from noCRM.io? Any of noCRM.io's 8 triggers in the catalog, including Lead Status Changed, New Client Folder, New Deleted Lead and New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ServiceM8 when something happens in noCRM.io? 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 noCRM.io? Yes. When something happens in ServiceM8, your agent can act in noCRM.io too. This page covers both directions: ServiceM8's triggers and noCRM.io's actions are listed here as well. ### ### Do I have to build a connector for noCRM.io 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 noCRM.io 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.