Airtable + Service Fusion

Manage new Service Fusion customers by creating or updating records in Airtable

When a new customer is added in Service Fusion, it's vital to keep your records up-to-date. This workflow allows for immediate creation or updating of the relevant record in Airtable, ensuring all your customer information is always current and accurate. This reliable process not only simplifies the data management but also helps in maintaining a seamless customer database, freeing you to focus more on your business.

When a new customer is added in Service Fusion, it's vital to keep your records up-to-date. This workflow allows for immediate creation or updating of the relevant record in Airtable, ensuring all your customer information is always current and accurate. This reliable process not only simplifies the data management but also helps in maintaining a seamless customer database, freeing you to focus more on your business.

  1. When this happens...
    Service FusionService Fusion
    New Customer

    Triggers when a new Service Fusion customer is created.

    TriggerPolling
  2. automatically do this!
    AirtableAirtable
    Create or Update Record

    Find and update an existing record, or create a new one.

    ActionWrite
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Supported triggers and actions

    • Customer NameRequired

    • Account Number

    • Private Notes

    • Public Notes

    • Payment Terms

    • Discount

    • Discount Type

    • Credit Rating

    • Labor Charge Type

    • Labor Charge Default Rate

    • Qbo Sync Token

    • Qbo Currency

    • Last Serviced Date

    • Is Bill For Drive Time

    • Is Vip

    • Is Taxable

    • Parent Customer

    • Referral Source

    • Agent

    • Assigned Contract

    • Payment Type

    • Tax Item Name

    • Industry

    • Prefix

    • First Name

    • Last Name

    • Suffix

    • Type

    • Job Title

    • Department

    • Dob

    • Anniversary

    • Is Primary

    • Email

    • Email Class

    • Email Types Accepted

    • Phone

    • Phone Type

    • Phone Extension

    • Street 1

    • Street 2

    • City

    • State Prov

    • Postal Code

    • Country

    • Nickname

    • Gate Instructions

    • Latitude

    • Longitude

    • Location Type

    • Is Primary

    • Is Gated

    • Is Bill To

    • Customer Contact

    • Custom Fields

    Action
    Write
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About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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  • Databases

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About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

Related categories

  • eCommerce