Microsoft Outlook + Service Fusion

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

Create a smoother billing process with this Service Fusion and Microsoft Outlook workflow. Each time a new invoice is generated in Service Fusion, this automation instantly drafts an email in Microsoft Outlook, saving you the hassle of manual entry and boosting your productivity. It streamlines your invoicing procedures, letting you focus more on providing quality service.

Create a smoother billing process with this Service Fusion and Microsoft Outlook workflow. Each time a new invoice is generated in Service Fusion, this automation instantly drafts an email in Microsoft Outlook, saving you the hassle of manual entry and boosting your productivity. It streamlines your invoicing procedures, letting you focus more on providing quality service.

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

    Triggers when a new Service Fusion invoice is created.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    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