NiceJob + Service Fusion

Create or update NiceJob people when new Service Fusion customers are added

Seamlessly manage your customer data with this automation between Service Fusion and NiceJob. When a new customer is added in Service Fusion, their information will be used to create or update a person in NiceJob. This efficient workflow not only saves time by streamlining your data management, but also helps to enhance your customer engagement efforts in NiceJob.

When this happens...
New Customer
Triggers when a new Service Fusion customer is created.
TriggerScheduled
automatically do this!
Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
ActionWrite

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Supported triggers and actions

What does this mean?

- When Job Status Changes To
Trigger
Instant
Try It
New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Scheduled
Try It
New Job
Triggers when a new Service Fusion job is created.
Trigger
Scheduled
Try It
- TypeRequired
- Start DateRequired
- 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
- CustomerRequired
- 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 StatusRequired
- 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

Review Created or Updated
Triggers when a new review is created or an existing review is updated.
Trigger
Instant
Try It
- Person IDRequired
- Employee IDs
- Name
- Description
- Status
- Completed At
- Tags
Action
Write

- Person IDsRequired
- Subtotal
- Discount
- Tax
- TotalRequired
- BalanceRequired
- Paid
- Status
- Tags
Action
Write
- Person IDsRequired
- Invoice IDs
- AmountRequired
- Description
- Status
- Tags
Action
Write
- Campaign ID
- EmailRequired
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
Write

New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Scheduled
Try It
New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Scheduled
Try It
- 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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
Try It
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- EmailRequired
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking IDRequired
- Invoice ID
- Person IDRequired
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- EmailRequired
Action
Search

About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

PRODUCTS

CAPABILITIES

By team

NiceJob + Service Fusion

Create or update NiceJob people when new Service Fusion customers are added

Job Status Updated

When Job Status Changes To

New Estimate

New Job

Create Calendar Task

Start DateRequired

Start Time

End Date

End Time

Task Note

Assign To (Users)

Relates To (Customers)

Relates To (Jobs)

Relates To (Estimates)

Privacy

Recurrence

Create Job

###Customer Contact Information

CustomerRequired

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 StatusRequired

Job Date

Arrival Time Start

Arrival Time End

Job Priority

Assigned Techs

Notes for Tech

Completion Notes

Payment Method

###Custom Fields Section

Custom Fields

Review Created or Updated

Create Case

Person IDRequired

Employee IDs

Name

Description

Status

Completed At

Tags

Create Invoice

Person IDsRequired

Subtotal

Discount

Tax

TotalRequired

BalanceRequired

Paid

Status

Tags

Create Payment

Person IDsRequired

Invoice IDs

AmountRequired

Description

Status

Tags

Enroll Contact