Business App + Service Fusion
Create or update contacts & log CRM activity in Business App for new Service Fusion jobs
Each time there's a new job in Service Fusion, this integration will create or update a corresponding contact in the Business App. Additionally, a note is logged in the Business App for the contact, detailing the new job in Service Fusion. Streamline your workflow and ensure all job-related information is captured and organized efficiently.
Each time there's a new job in Service Fusion, this integration will create or update a corresponding contact in the Business App. Additionally, a note is logged in the Business App for the contact, detailing the new job in Service Fusion. Streamline your workflow and ensure all job-related information is captured and organized efficiently.
- When this happens...New Job
Triggers when a new Service Fusion job is created.
- automatically do this...Create or Update Contact
Creates or Updates a contact. Also used to return values for an existing record.
- then do this!Create or Update CRM Activity
Create a new log activity in the CRM.
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When Job Status Changes To
Try ItNew Estimate
Triggers when a new Service Fusion estimate is created.
Try ItNew Job
Triggers when a new Service Fusion job is created.
Try ItTypeRequired
Start DateRequired
Start Time
End Date
End Time
Task Note
Assign To (Users)
Relates To (Customers)
Relates To (Jobs)
Relates To (Estimates)
Privacy
Recurrence
New Customer
Triggers when a new Service Fusion customer is created.
Try ItNew Invoice
Triggers when a new Service Fusion invoice is created.
Try ItNew Tech
Triggers when a new Service Fusion tech is created.
Try ItCustomer 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