Integration
Connect Payfunnels and ServiceM8
When New Payment fires in Payfunnels, your agent runs Add job payment in ServiceM8, or New Job in ServiceM8 to Get Payment in Payfunnels. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Payfunnels and ServiceM8 to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Payfunnels and ServiceM8 can do together
From Payfunnels to ServiceM8
When New Payment in Payfunnels
then Add job payment in ServiceM8
When New Payment Link in Payfunnels
then Add company contact in ServiceM8
From ServiceM8 to Payfunnels
When New Job in ServiceM8
then Get Payment in Payfunnels
When Job Queued in ServiceM8
then Get Payment Link in Payfunnels
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 Payfunnels and ServiceM8
Triggers and actions 8 triggers · 37 actions
Trigger
New PaymentTriggers when a new payment is received.
Trigger
New Payment LinkTriggers when a new payment link is created.
Trigger
New SubscriptionTriggers when a new subscription is created.
Trigger
One Time Setup Fees CreatedTriggers when a new one-time setup fee is created.
Trigger
Payment FailedTriggers when a payment fails.
Trigger
Payment SuccessfulTriggers when a payment succeeds.
Action
Delete One-Time Setup FeeDelete One Time Setup Fees.
Action
Delete Payment LinkDelete Payment Link.
Action
Get Default Processing FeeGet Default Processing Fee.
Action
Get One-Time Setup FeeGet One Time Setup Fees by ID.
Action
Get PaymentReturns payment by Id.
Action
Get Payment LinkReturns payment link by id.
Action
Get Processing FeeGet Processing Fee by ID.
Action
Get SubscriptionReturns subscription by Id.
Action
List One-Time Setup FeesList One Time Setup Fees.
Action
List Payment LinksReturns list of payment links.
Action
List PaymentsReturns list of payments.
Action
List Processing FeesList Processing Fees.
Action
List SubscriptionsReturns list of subscriptions.
Action
Resume SubscriptionResume Subscription.
Trigger
Job QueuedTriggers when a Job is assigned to a Queue.
Trigger
New JobTriggers when a new job is created.
Action
Add attachmentUploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.
Action
Add company contactCreates a new contact person on a ServiceM8 client (company), such as a billing or job contact.
Action
Add job allocationAllocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.
Action
Add job materialAdds a material line item to a ServiceM8 job, with quantity, pricing and tax details.
Action
Add job paymentRecords a payment against a ServiceM8 job, with its amount, method, date and optional note.
Action
Add noteAdds a note to a job, client or other ServiceM8 record.
Action
Create ClientCreates a new client (company) record in ServiceM8.
Action
Create JobCreates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.
Action
Delete clientDeletes (archives) a client in ServiceM8.
Action
Delete jobDeletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.
Action
Get attachmentReturns the details of a single file attachment (photo, PDF or other file) by its UUID.
Action
Get clientReturns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.
Action
Get jobReturns a single ServiceM8 job by its UUID, including its status, client, address and totals.
Action
Get Job AllocationReturns a single job allocation — which staff member a job is allocated to, its window, dates and status.
Action
List clientsReturns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.
Action
List job materialsReturns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.
Action
List job paymentsReturns the payments recorded against jobs, optionally filtered (for example to a single job).
Action
List Job QueuesReturns the job queues set up in the ServiceM8 account.
Action
List jobsReturns the jobs in your ServiceM8 account, optionally narrowed by a filter.
Action
List notesReturns the notes in your ServiceM8 account, optionally filtered and sorted.
Action
List staff membersReturns the staff members in your ServiceM8 account, optionally narrowed by a filter.
Action
Update clientUpdates an existing client (company) in ServiceM8. Only the fields you fill in are changed.
Action
Update jobUpdates an existing job in ServiceM8, changing only the fields you fill in.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Payfunnels
Payfunnels to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Payfunnels to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Payfunnels to StripeStripe is a payment processing platform for online businesses.
Payfunnels to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Payfunnels to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Payfunnels to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into ServiceM8
HubSpot to ServiceM8HubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ServiceM8Salesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to ServiceM8Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to ServiceM8Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ServiceM8Google Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to ServiceM8Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Payfunnels and ServiceM8, answered
What can start an automation from Payfunnels?
Any of Payfunnels's 6 triggers in the catalog, including New Payment, New Payment Link, New Subscription and One Time Setup Fees Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ServiceM8 when something happens in Payfunnels?
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 Payfunnels?
Yes. When something happens in ServiceM8, your agent can act in Payfunnels too. This page covers both directions: ServiceM8's triggers and Payfunnels's actions are listed here as well.
Do I have to build a connector for Payfunnels 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 Payfunnels 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.