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What integrations does Sophiie support?

Sophiie connects with a range of popular business tools including ServiceM8, Zapier, Xero, Google Calendar, Outlook Calendar, and more. You can also add a Sophiie chatbot to your website and use Smart Scheduling for online bookings.

Key distinction: ServiceM8 and Xero are two-way integrations — data syncs directly between Sophiie and those systems, so updates made in either place are reflected in both. Zapier connections are one-way only — Sophiie can push data out, but cannot pull or receive data back.

Available Integrations

ServiceM8 (two-way integration)

Connect Sophiie directly to ServiceM8 so new jobs and customer details flow straight into your job management system. This is a two-way, direct sync — changes made in ServiceM8 are reflected in Sophiie and vice versa.

  • What syncs: Leads/Customers, Appointments (Jobs + Job Activities)
  • Sync modes available: Two-way sync, Sophiie to ServiceM8 only, ServiceM8 to Sophiie only, or send inquiries to ServiceM8 Inbox
  • Fields that sync: Name, Email, Phone, Address, Job Type, Job Summary, Schedule (Start/End), Assigned Staff
  • Sync is real-time — updates occur almost instantly both ways

Setup: Go to Settings > Integrations in your dashboard.

Setup guide: How to connect with ServiceM8

Zapier (one-way only)

Zapier lets you connect Sophiie to over 5,000 apps — including CRMs, email marketing tools, invoicing software, and more. If there's no direct integration, Zapier is usually the way to bridge the gap.

Important: Zapier integration is one-way only. Sophie can push information to your connected apps (e.g., send call data or new leads to your CRM), but she cannot pull or receive information back from them. This applies to all connections made through Zapier, including CRM integrations. If you need two-way sync, you need a direct integration (like ServiceM8 or Xero) — Zapier cannot provide this.

Supported triggers: New Lead Created, Lead Status Changed, New Appointment Created, Appointment Status Changed, New Inquiry Created.

For example, a new lead in Sophie can automatically create a contact in your CRM. An appointment status change can trigger an email notification to your team.

Getting started: Log in to Zapier, search for "Sophiie", authenticate your account via OAuth, set up your workflow (called a "Zap"), test and activate. No coding skills required. Check which apps are compatible at zapier.com/apps/sophiie/integrations.

Setup guide: How to install the Sophiie Zap app

Smart Scheduling

Let your customers book appointments directly through Sophiie. She can check your availability and lock in times without you needing to pick up the phone.

Learn more: Visit sophiie.ai/services/smart-scheduling for more information, or contact our team to get Smart Scheduling set up.

Google Calendar / Outlook Calendar

Sync your calendar so Sophiie knows when you're available and can schedule appointments around your existing bookings.

Google Calendar: Two-way sync — events from your Google Calendar are reflected in Sophiie's calendar, and bookings made through Sophiie appear in Google Calendar. However, changes made in Sophiie's calendar interface cannot push updates back to Google Calendar. For best results, manage appointments through Sophiie or directly in Google Calendar.

Outlook Calendar: Sync is available but the exact sync behaviour may vary. Contact our team if you need help with Outlook Calendar setup.

  • Permissions required: Read Calendar Events (to check for conflicts) + Write Calendar Events (to create/update/delete)

Setup: Go to Settings > Calendar in your dashboard.

Xero (two-way integration)

Connect your Xero account to streamline your accounting workflow alongside Sophiie. Like ServiceM8, this is a two-way, direct sync — updates in either system are reflected in both.

  • What syncs: Invoices from Sophiie to Xero, and payment status updates from Xero to Sophiie.
  • Auto-sync toggles: "Auto-sync invoices" (near real-time) and "Pull payment status from Xero."
  • Manual sync option available via the "Sync Now" button.
  • Requirements: Country and currency must match between Sophiie and Xero. Single organisation only.

Setup: Go to Invoices > Invoice Settings in your dashboard.

Troubleshooting Xero: If you have trouble connecting to Xero, contact our team — we may need to add more Xero trunks or seats to your account to complete the connection.

Website Chatbot

Add a Sophiie chatbot to your website so visitors can get answers and book jobs without calling. See "How do I install the Sophiie chatbot on my website?" for full setup instructions including platform-specific steps for WordPress, Shopify, and other builders.

Sophiie API (custom integrations)

Sophiie also has its own open API that you can use to build custom integrations. If your business has specific needs that aren't covered by the integrations above, the API gives you full programmatic access.

Refer to the API documentation in your dashboard under Settings > API.

Common Questions

Can Sophiie connect to my CRM?

You can use Zapier to connect to CRMs that are part of the Zapier community and support write permissions. Not all CRMs in Zapier allow this — check that your CRM has actions that allow Sophiie to send information to it before setting up the connection. Set up a Zap that sends Sophiie call data or new leads into your CRM automatically. Remember that this is a one-way connection — Sophie can push data to your CRM, but can't pull information from it. For more advanced needs, you can also use the Sophiie API to build a custom integration.

Setup guide: How to install the Sophiie Zap app

Can Sophiie connect to my booking or payment system?

If your booking or payment system is supported by Zapier, yes. Set up a Zap to connect the two. For ServiceM8 users, there's a direct integration available. If you're unsure whether your system is supported, let us know and we'll help you work it out.

Can Sophiie separate new leads from existing customers?

Sophie has a memory function and knows if someone has called before, but she can't automatically tell if they're an existing customer or a new enquiry. To separate them, you can set up a scenario that asks "Are you a new customer or a returning customer?" and then tag the response using customer tags. Combined with Zapier, you can then route different call types to different places in your workflow.

How do I set up an integration?

Most integrations are set up through your Sophiie dashboard:

  • ServiceM8 — Go to Settings > Integrations in your dashboard
  • Xero — Go to Invoices > Invoice Settings in your dashboard
  • Google Calendar / Outlook Calendar — Go to Settings > Calendar
  • Zapier — Follow the Zap app setup guide
  • API — Go to Settings > API in your dashboard

If you need help connecting a specific tool, let us know and our team will walk you through it.

Need More Help?

If you have a specific integration in mind that isn't listed here, or you need help setting one up, let us know. Our team can advise on the best way to connect your tools with Sophiie.