ServiceM8 Webform Integration

ServiceM8 Webform Integration for Drupal

Send Webform submissions to ServiceM8 as fully sorted job cards, with badges, categories and queues set by your customers' answers.

Turn any Drupal Webform into a ServiceM8 job that arrives already sorted.

Every submission creates a job card in ServiceM8 with the customer's details, address and job description mapped exactly where you want them. The answers people give on your form decide what happens next. Their lead source can add a badge. The type of work can set the job category. Urgency or location can drop the job into the right queue. Uploaded photos and files attach to the job, and an automatic diary note can tag your staff and pull in any answer from the form.

Build the form around how your business works, and the module puts each enquiry where it belongs. No copying and pasting, no sorting jobs by hand.

Features

Job creation

• Automatic job creation in ServiceM8 from any webform submission
• Configurable job status (Quote, Work Order, and so on)
• Field mapping for name, company, email, mobile, phone and job description
• Address mapping as a single field, or as separate line 1, line 2, town, county and postcode fields
• Custom mappings for anything non-standard
• File uploads attached to the job (up to 10MB per file)

Sorting jobs by your customers' answers

• Badges applied to every job, plus badge mapping so a form answer (such as lead source) adds the matching badge
• Job category applied to every job, with optional mapping so a form answer sets the category
• Job queue applied to every job, with optional mapping so an enquiry type sends the job into a matching queue
• Badge, category and queue lists pulled live from your ServiceM8 account and cached

Notes and staff tagging

• Automatic diary note added to every job
• @staffname tagging to notify the right people in ServiceM8
• Webform token support, so any answer can appear in the note, e.g. [webform_submission:values:budget]

Contacts

• Duplicate contact detection
• Existing companies matched and linked by email or name

Setup and troubleshooting

• Per-form API credentials, or site-wide defaults
• Built-in connection test and help page
• Loading overlay while the submission is processed
• Custom success and error messages
• Debug logging mode for troubleshooting

Requirements

• Drupal 10.1, 11 or 12
• Webform module 6.1 or higher
• ServiceM8 account with API access
• PHP 8.1 or higher

Installation

Using Composer:

1. composer require 'drupal/servicem8_webform'
2. Enable the module at Extend, or with drush en servicem8_webform
3. Clear caches

Without Composer:

1. Download the release archive from this page
2. Upload the servicem8_webform folder to /modules/custom/ on your server
3. Go to Extend, find ServiceM8 Webform Integration, and install it
4. Go to Configuration, Development, Performance and clear all caches

Configuration

1. Get your API key from ServiceM8 under Settings, API
2. Go to /admin/config/services/servicem8 and enter your credentials
3. Use the Test Connection button to confirm it works
4. Edit any webform, go to Settings, Emails / Handlers, and add the ServiceM8 Job Creator handler
5. Map your form fields to ServiceM8 fields
6. Optionally set badges, a job category and a job queue to apply to every submission, and map them to form answers
7. Optionally add an Automatic Note, which supports @staffname tags and webform tokens

License

GPL-2.0-or-later