Grade.us + Service Fusion

Grade.us + Service Fusion integrations

Create Grade.us mail recipients for new Service Fusion invoices

Effortlessly stay in touch with your customers every time you create a new invoice in Service Fusion. With this automation, each new invoice generated in Service Fusion will result in the creation of a mail recipient in Grade.us, ensuring a seamless communication process for your customers. This easy-to-use workflow enhances customer engagement, making it simple to maintain and grow your relationships.

When this happens...
New InvoiceTriggers when a new Service Fusion invoice is created.
TriggerPolling
automatically do this!
Create Mail RecipientTriggers a review invite campaign to a recipient via email or SMS.
ActionWrite

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More things you can do with Service Fusion and Grade.us

Discover other triggers and actions you can use with Service Fusion and Grade.us

- When Job Status Changes To
Trigger
Instant
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New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
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New Job
Triggers when a new Service Fusion job is created.
Trigger
Polling
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- Type
  Required
- Start Date
  Required
- 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 Contact Information
- Customer
  Required
- First Name
- Last Name
- ###Location Information
- Location Name
- Address
- Ste/Unit/Apt
- City
- State
- Zip Code
- Gated Property
- Gate Code
- ###Job Details Section
- Job Category
- Job Description
- PO#
- Job Source
- Agent/Rep
- ###Job Information Section
- Job Status
  Required
- Job Date
- Arrival Time Start
- Arrival Time End
- Job Priority
- Assigned Techs
- Notes for Tech
- Completion Notes
- Payment Method
- ###Custom Fields Section
- Custom Fields
Action
Write

- Profile ID
  Required
Trigger
Polling
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New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Polling
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New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Polling
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New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
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- Customer Name
  Required
- 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
- Profile ID
  Required
Trigger
Polling
Try It
- Profile ID
  Required
- First Name
  Required
- Last Name
- Email Address
- Phone Number
- Tags
- Custom Field
Action
Write

About Grade.us

Grade.us is the simplest tool for businesses to gather, monitor, and manage online reviews.

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Related categories

Marketing

Reviews

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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Related categories

eCommerce