--- title: "Connect ServiceM8 to LeadStation - APIANT.ai" description: "When \"New Job\" fires in ServiceM8, your agent runs \"Save Customer\" in LeadStation." canonical: "https://apiant.ai/connect/servicem8-to-leadstation" --- # Connect ServiceM8 to LeadStation When **New Job** fires in [ServiceM8](https://apiant.ai/connections/servicem8), your agent runs **Save Customer** in [LeadStation](https://apiant.ai/connections/leadstation). Describe the whole flow and it is built, tested on every scenario and kept running. ServiceM8 **2** triggers ServiceM8 **23** actions LeadStation **3** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want ServiceM8 and LeadStation 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 ServiceM8 can start in LeadStation - When **New Job** in ServiceM8 then **Save Customer** in LeadStation - When **Job Queued** in ServiceM8 then **Create Opportunity** in LeadStation 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 LeadStation ## Triggers and actions 2 triggers · 26 actions - 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. - Action **Create Opportunity** Creates an opportunity in a LeadStation sales funnel for a company or person customer. - Action **Get Opportunity** Returns one opportunity by its ID, including its customer, owner, funnel phase, status, value and form field values. - Action **Save Customer** Creates a customer (a company or a person) in LeadStation with the given form field values. ## Each app on its own - [ **ServiceM8** ServiceM8 is a field service app and small business management platform for your computer, iPhone and iPad.](https://apiant.ai/connections/servicem8) - [ **LeadStation** Selling has never been easier with CRM LeadStation](https://apiant.ai/connections/leadstation) Reviews ## What our customers say ## More from ServiceM8 - [ **ServiceM8 to Smartsheet** Smartsheet is a work execution platform for managing sheets, rows, and columns.](https://apiant.ai/connect/servicem8-to-smartsheet) - [ **ServiceM8 to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/servicem8-to-slack) - [ **ServiceM8 to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/servicem8-to-stripe) - [ **ServiceM8 to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/servicem8-to-shopify) - [ **ServiceM8 to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/servicem8-to-trello) - [ **ServiceM8 to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/servicem8-to-zoom) ## More into LeadStation - [ **HubSpot to LeadStation** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leadstation) - [ **Salesforce to LeadStation** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-leadstation) - [ **Slack to LeadStation** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-leadstation) - [ **Google Sheets to LeadStation** Google Sheets](https://apiant.ai/connect/google-sheets-to-leadstation) - [ **Gmail to LeadStation** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leadstation) - [ **Google Calendar to LeadStation** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leadstation) Questions ## ServiceM8 and LeadStation, 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 LeadStation when something happens in ServiceM8? Any of LeadStation's 3 actions, including Create Opportunity, Get Opportunity and Save Customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LeadStation to ServiceM8? LeadStation has no triggers in the catalog today, so automations start in ServiceM8. If you need the other direction, ask: your agent reads LeadStation's API documentation and adds it. ### ### Do I have to build a connector for ServiceM8 or LeadStation? 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 LeadStation 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.