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Choose an Action

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Quickly connect Microsoft Outlook to Service Fusion with a Zapier template.

Our most popular template

Create new Microsoft Outlook contacts from new Service Fusion customers
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Service Fusion + Microsoft Outlook
Create events in Microsoft Outlook for new jobs in Service Fusion
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Service Fusion + Microsoft Outlook
Create draft emails in Microsoft Outlook for new invoices in Service Fusion
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Service Fusion + Microsoft Outlook

Create new Microsoft Outlook contacts from new Service Fusion customers

Details

Try it

Service Fusion + Microsoft Outlook

Create events in Microsoft Outlook for new jobs in Service Fusion

Details

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Service Fusion + Microsoft Outlook

Create draft emails in Microsoft Outlook for new invoices in Service Fusion

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Service Fusion + Microsoft Outlook

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Outlook with Service Fusion - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.

Add your action

An action happens after the trigger—such as "Create Calendar Task" in Service Fusion.

You’re connected!

Zapier seamlessly connects Microsoft Outlook and Service Fusion, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
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- Parent Folder
  Required
- Child Folder
Trigger
Polling
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- Contact Folder
Trigger
Polling
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- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
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- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
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- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
Action
Write

- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact to Delete
  Required
Action
Write
- Email ID
  Required
- To Recipients
  Required
- Comment
- Send From
Action
Write
- Email ID
  Required
- Comment
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search Value
  Required
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search
- 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

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Polling
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- Shared Inbox
Trigger
Polling
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
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- Calendar
Trigger
Polling
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- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Event
  Required
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Draft Email ID
  Required
- Send From
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write
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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Microsoft Outlook and Service Fusion

Create contacts from new customers

When a new customer is added in Service Fusion, Zapier will automatically create a corresponding contact in Microsoft Outlook. This streamlines communication and ensures customer details are stored in one accessible location, reducing manual data entry.

Business Owner

Try it

Schedule interviews from marketing events.

When a job status is updated in Service Fusion to indicate a marketing-related event or customer follow-up task, Zapier creates a calendar event in Microsoft Outlook. This ensures a seamless handoff between marketing activities and customer engagement, improving scheduling efficiency.

Marketing & Marketing Ops

Try it

Learn how to automate Microsoft Outlook on the Zapier blog

Make work flow with AI

Level up your Microsoft Outlook to Service Fusion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn moreLearn moreHelpHelp

Related categories

Calendar Email Microsoft

Similar apps

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Zoho Mail

Email, Zoho

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

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Explore Microsoft Outlook + Service Fusion Integrations

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Connect Microsoft Outlook and Service Fusion to unlock the power of automation

Set up your first integration

Create new Microsoft Outlook contacts from new Service Fusion customers

Create events in Microsoft Outlook for new jobs in Service Fusion

Create draft emails in Microsoft Outlook for new invoices in Service Fusion

Create new Microsoft Outlook contacts from new Service Fusion customers

Create events in Microsoft Outlook for new jobs in Service Fusion

Create draft emails in Microsoft Outlook for new invoices in Service Fusion

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Microsoft Outlook and Service Fusion

Create contacts from new customers

Schedule interviews from marketing events.

Learn how to automate Microsoft Outlook on the Zapier blog

How to add Microsoft Outlook events to Google Calendar

Automatically copy events from one Microsoft Outlook calendar to another

How to create Microsoft Outlook calendar events from a Google Sheet

Make work flow with AI

Connect Microsoft Outlook to Service Fusion on the world's largest no-code automation platform

Explore Microsoft Outlook + Service Fusion Integrations

Explore Microsoft Outlook + Service Fusion Integrations