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pulseM + Service Fusion

Update pulseM bios when job status changes in Service Fusion

Ensure your services run smoothly with this streamlined workflow between Service Fusion and pulseM. When a job status is updated in Service Fusion, this setup will immediately send notifications in pulseM, keeping everyone in the loop. Eliminating the need for manual updates, this efficient connection improves communication and reduces potential errors.

Ensure your services run smoothly with this streamlined workflow between Service Fusion and pulseM. When a job status is updated in Service Fusion, this setup will immediately send notifications in pulseM, keeping everyone in the loop. Eliminating the need for manual updates, this efficient connection improves communication and reduces potential errors.

  1. When this happens...
    Service FusionService Fusion
    Job Status Updated

    Triggers when a job status is updated.

    TriggerInstant
  2. automatically do this!
    pulseMpulseM
    Send Bio

    Send a pulseM Bio to your customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • When Job Status Changes To

    Trigger
    Instant
    Try It
  • Service Fusion triggers, actions, and search

    New Estimate

    Triggers when a new Service Fusion estimate 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 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
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About pulseM

PulseM is a customer engagement tool for the home services market which helps you to stay connected with your customers.
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Related categories

  • CRM (Customer Relationship Management)

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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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