Integration
Connect ServiceM8 to ClickFunnels
When New Job fires in ServiceM8, your agent runs Add contact in ClickFunnels. 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 ServiceM8 and ClickFunnels 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)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 ServiceM8 can start in ClickFunnels
When New Job in ServiceM8
then Add contact in ClickFunnels
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 ServiceM8 and ClickFunnels
Triggers and actions 2 triggers · 43 actions
- Job Queued
Triggers when a Job is assigned to a Queue.
- New Job
Triggers when a new job is created.
- Add attachment
Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.
- Add company contact
Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact.
- Add job allocation
Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.
- Add job material
Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details.
- Add job payment
Records a payment against a ServiceM8 job, with its amount, method, date and optional note.
- Add note
Adds a note to a job, client or other ServiceM8 record.
- Create Client
Creates a new client (company) record in ServiceM8.
- Create Job
Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.
- Delete client
Deletes (archives) a client in ServiceM8.
- Delete job
Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.
- Get attachment
Returns the details of a single file attachment (photo, PDF or other file) by its UUID.
- Get client
Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.
- Get job
Returns a single ServiceM8 job by its UUID, including its status, client, address and totals.
- Get Job Allocation
Returns a single job allocation — which staff member a job is allocated to, its window, dates and status.
- List clients
Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.
- List job materials
Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.
- List job payments
Returns the payments recorded against jobs, optionally filtered (for example to a single job).
- List Job Queues
Returns the job queues set up in the ServiceM8 account.
- List jobs
Returns the jobs in your ServiceM8 account, optionally narrowed by a filter.
- List notes
Returns the notes in your ServiceM8 account, optionally filtered and sorted.
- List staff members
Returns the staff members in your ServiceM8 account, optionally narrowed by a filter.
- Update client
Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed.
- Update job
Updates an existing job in ServiceM8, changing only the fields you fill in.
- Add contact
Creates a new contact in a ClickFunnels workspace with their name, email, phone, social links, tags and custom attributes.
- Add product
Creates a new product in a ClickFunnels workspace, with its store visibility, SEO details, images, tags and variant properties.
- Add tag
Creates a new contact tag in a ClickFunnels workspace, which can then be applied to contacts.
- Apply Tag to Contact
Applies an existing contact tag to a ClickFunnels contact. Returns the applied tag record, including the tag and contact details.
- Delete contact
Deletes a ClickFunnels contact. The contact disappears from contact lists but can still be looked up by its id.
- Enroll a Contact Into a Course
Enrolls a ClickFunnels contact into a course, giving them access to its content, and returns the new enrollment.
- Get contact
Returns a single ClickFunnels contact by its id, including name, email, phone, tags, custom attributes and visit tracking details.
- Get order
Returns a single ClickFunnels order by its ID, including its customer, line items, billing and service status, and addresses.
- Get product
Returns a single ClickFunnels product, including its name, store visibility, variants, prices and tags.
- List contacts
Returns the identified contacts in a ClickFunnels workspace, optionally narrowed by email address, contact id, tag, active status or a saved contact filter.
- List courses
Returns the courses in a ClickFunnels workspace, with each course's title, description, publish date and settings.
- List forms
Returns the forms in a ClickFunnels workspace, with each form's id, public id, name and dates.
- List funnels
Returns the funnels in a ClickFunnels workspace, optionally filtered to specific funnel IDs.
- List orders
Returns the orders in a ClickFunnels workspace, optionally filtered by contact, order, order type, live/test mode or a saved order filter.
- List products
Returns the products in a ClickFunnels workspace, optionally filtered by product, store visibility, customer-center visibility or archived state.
- List tags
Returns the contact tags defined in a ClickFunnels workspace, optionally filtered by tag id or name.
- Remove Tag From Contact
Removes a tag from a ClickFunnels contact. Reports whether the tag was applied to the contact and removed.
- Search Contacts by Email or ID
Returns the contacts in a ClickFunnels workspace that match the email addresses or contact IDs you specify, with their names, phone, tags and custom attributes.
- Update contact
Updates an existing ClickFunnels contact's details, such as name, email, phone, social links, tags and custom attributes. Fields left blank are not changed.
- Update or Create Contact (By Email Address)
Updates the contact with the given email address in a ClickFunnels workspace, or creates a new contact if none exists with that email.
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 ServiceM8
ServiceM8 to SmartsheetSmartsheet is a work execution platform for managing sheets, rows, and columns.
ServiceM8 to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ServiceM8 to StripeStripe is a payment processing platform for online businesses.
ServiceM8 to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ServiceM8 to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
ServiceM8 to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into ClickFunnels
HubSpot to ClickFunnelsHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to ClickFunnelsSalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to ClickFunnelsGoogle Sheets
Gmail to ClickFunnelsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to ClickFunnelsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
ServiceM8 and ClickFunnels, answered
What can start an automation from ServiceM8?
Any of ServiceM8's 2 triggers in the catalog, including New Job and Job Queued. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClickFunnels when something happens in ServiceM8?
Any of ClickFunnels's 20 actions, including Update contact, Update or Create Contact (By Email Address), Add contact and Add product. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClickFunnels to ServiceM8?
ClickFunnels has no triggers in the catalog today, so automations start in ServiceM8. If you need the other direction, ask: your agent reads ClickFunnels's API documentation and adds it.
Do I have to build a connector for ServiceM8 or ClickFunnels?
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 ServiceM8 and ClickFunnels 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.