Birdeye + Fergus

Birdeye + Fergus integrations

Create new Birdeye customers following job completion in Fergus

Boost your workflow efficiency when a job is completed in Fergus by setting up new customers in the Birdeye app. This automation ensures key client information from Fergus is transferred smoothly to Birdeye, saving you the time and effort of manually re-entering data. Enhance your customer management process using this streamlining solution.

When this happens...
Job CompletionTrigger when a job is fully invoiced (all job phases have been invoiced and the job is marked as completed).
TriggerPolling
automatically do this!
Create CustomerCreates a new customer for a specified business.
ActionWrite

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More things you can do with Fergus and Birdeye

Discover other triggers and actions you can use with Fergus and Birdeye

- Initial Fetch Size
Trigger
Polling
Try It
- Page Size
Trigger
Polling
Try It
- Page Size
- Quote Status Filter
Trigger
Polling
Try It
- Site
  Required
Action
Write
- Customer Full Name
  Required
- Main Contact First Name
  Required
- Main Contact Last Name
  Required
- Main Contact Position
- Main Contact Company
- Main Contact Email
- Main Contact Phone
- Main Contact Mobile
- Main Contact Fax
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Suburb
- Physical Address City
- Physical Address Region/State
- Physical Address Postcode/ZIP
- Physical Address Country
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Position
- Billing Contact Company
- Billing Contact Email
- Billing Contact Phone
- Billing Contact Mobile
- Billing Contact Fax
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Suburb
- Postal Address City
- Postal Address Region/State
- Postal Address Postcode/ZIP
- Postal Address Country
Action
Write

- Job ID
  Required
- Job Type
  Required
- Job Title
  Required
- Job Description
  Required
- Customer ID
  Required
- Site ID
  Required
Action
Write
- Customer ID
  Required
Action
Search

- Site ID
  Required
Action
Search
- Search Text
Action
Search
- General Search
- Site Name
- City
- Postal Code
Action
Search
- Business Number
  Required
Trigger
Instant
Try It
- Business Number
  Required
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
Try It
- Business Number
  Required
- CRM Name
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
Try It
- Business Number
  Required
Trigger
Instant
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- Business Id
  Required
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- External Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Event Name
  Required
- Location Business Number
  Required
- CRM Name
  Required
Action
Write
- business Number
  Required
- appointment Id
  Required
- Action
  Required
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write

- Page Size
- Quote Status Filter
Trigger
Polling
Try It
- Initial Fetch Size
Trigger
Polling
Try It
- Page Size
Trigger
Polling
Try It
- Site Name
- Default Contact First Name
  Required
- Default Contact Last Name
- Default Contact Position
- Default Contact Company
- Contact Type
- Contact Value
- Site Address Line 1
  Required
- Site Address Line 2
- Site Address Suburb
- Site Address City
- Site Address Region/State
- Site Address Postcode/ZIP
- Site Address Country
- Billing Contact First Name
- Billing Contact Last Name
- Billing Contact Position
- Billing Contact Company
- Contact Type
- Contact Value
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Suburb
- Postal Address City
- Postal Address Region/State
- Postal Address Postcode/ZIP
- Postal Address Country
Action
Write
- Job Type
  Required
- Create as Draft
- Job Title
- Job Description
- Customer ID
- Site ID
Action
Write
- Job ID
  Required
Action
Write
- Job
  Required
Action
Search
- Quote Status Filter
- Sort Field
- Sort Order
- Page Size
Action
Search
- Search Text
Action
Search
- Business number
  Required
Trigger
Instant
Try It
New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
Try It
New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
Try It
- Business Number
  Required
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
Try It
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To Email
  Required
- Ticket Status
- Ticket ID
  Required
- Parent Business Number
  Required
- User Email
  Required
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

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Related categories

Reviews

About Fergus

Fergus is a job management software for plumbers, electricians and other trades.

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Related categories

Proposal & Invoice Management