Gravity Forms + Service Fusion

Gravity Forms + Service Fusion integrations

Create new Service Fusion jobs from new Gravity Forms submissions

Improve productivity and focus on important tasks with this workflow. When a form submission is made in Gravity Forms, it promptly leads to the creation of a job in Service Fusion. This automation helps you save time by eliminating the need to manually transfer data between the two systems, and allows you to concentrate more on vital tasks. The seamless collaboration between Gravity Forms and Service Fusion propels you towards efficient and effective task management.

When this happens...
Form SubmissionTriggers when the specified form is submitted.
TriggerInstant
automatically do this!
Create JobCreates a new Service Fusion job.
ActionWrite

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More things you can do with Gravity Forms and Service Fusion

Discover other triggers and actions you can use with Gravity Forms and Service Fusion

- Form
  Required
- Use Admin Field Labels?
Trigger
Instant
Try It
- Form
  Required
Action
Write
New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Polling
Try It
New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
Try It

- 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

- Form
  Required
Action
Write
- When Job Status Changes To
Trigger
Instant
Try It
New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
Try It
New Job
Triggers when a new Service Fusion job is created.
Trigger
Polling
Try It
- 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

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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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.

HelpHelp

Related categories

eCommerce

Related Zap Templates

Create Service Fusion customers from new Gravity Forms submissions

Related Zap Templates

Create Service Fusion customers from new Gravity Forms submissions