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Dandy + Service Fusion

Send review requests in Dandy when new Service Fusion invoices are created

Follow up on your invoicing with seamless review requests! With this Zap in place, when an invoice is created in Service Fusion, a review request will be automatically sent to that customer in Dandy.

Follow up on your invoicing with seamless review requests! With this Zap in place, when an invoice is created in Service Fusion, a review request will be automatically sent to that customer in Dandy.

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

    Triggers when a new Service Fusion invoice is created.

    TriggerPolling
  2. automatically do this...
    DandyDandy
    Find Customer

    Find a Customer.

    ActionSearch
  3. then do this!
    DandyDandy
    Send Review Request

    Sends a review request.

    ActionWrite
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Supported triggers and actions

    • When Job Status Changes To

    Trigger
    Instant
    Try It
    • TypeRequired

    • Start DateRequired

    • Start Time

    • End Date

    • End Time

    • Task Note

    • Assign To (Users)

    • Relates To (Customers)

    • Relates To (Jobs)

    • Relates To (Estimates)

    • Privacy

    • Recurrence

    Action
    Write
    • 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 Dandy

Turn your online reputation Dandy with our all-in-one online reputation management tool.

Related categories

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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.

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