NiceJob + Service Fusion

NiceJob + Service Fusion integrations

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 CustomerTriggers when a new Service Fusion customer is created.
TriggerPolling
automatically do this!
Create or Update PersonCreates a new Person or updates an exisitng person with the given email.
ActionWrite

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More things you can do with Service Fusion and NiceJob

Discover other triggers and actions you can use with Service Fusion and NiceJob

- 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

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

- Person IDs
  Required
- Subtotal
- Discount
- Tax
- Total
  Required
- Balance
  Required
- Paid
- Status
- Tags
Action
Write
- Person IDs
  Required
- Invoice IDs
- Amount
  Required
- Description
- Status
- Tags
Action
Write
- Campaign ID
- Email
  Required
- Phone Number
- First Name
- Last Name
- Company
- Position
Action
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
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
Person Created or Updated
Triggers when a new person is created or an existing person is updated.
Trigger
Instant
Try It
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Position
Action
Write
- Email
  Required
- First Name
- Last Name
- Phone Number
- Address
- City
- Country
- State
- Unit
- Zip Code
- Company
- Position
Action
Write
- Booking ID
  Required
- Invoice ID
- Person ID
  Required
- Employee IDs
- Name
- Amount
- Scheduled At
- Complete
- Completed At
- Tags
Action
Write
- Email
  Required
Action
Search

About NiceJob

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

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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.

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Related categories

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