Microsoft Outlook + Service Fusion

Create events in Microsoft Outlook for new jobs in Service Fusion

Streamline your scheduling process with this smart workflow. When a new job appears in Service Fusion, it prompts a corresponding event creation in your Microsoft Outlook calendar. This eliminates manual data entry, ensuring your calendar is always up-to-date with your latest tasks from Service Fusion. Save time and avoid missing appointments by incorporating this efficient automation into your workflow.

Streamline your scheduling process with this smart workflow. When a new job appears in Service Fusion, it prompts a corresponding event creation in your Microsoft Outlook calendar. This eliminates manual data entry, ensuring your calendar is always up-to-date with your latest tasks from Service Fusion. Save time and avoid missing appointments by incorporating this efficient automation into your workflow.

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

    Triggers when a new Service Fusion job is created.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

    • 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
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

Related categories

  • Calendar
  • Email
  • Microsoft

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service-fusion logo
service-fusion logo

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.

Related categories

  • eCommerce