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SendJim + Service Fusion

Create contacts in SendJim when new contacts are added in Service Fusion

Tired of manually adding your new Service Fusion customers to SendJim? This integration allows the automatic, instantaneous addition of any new contacts from Service Fusion to SendJim for future mailings, or exclusion from prospect mailings in the same area.

Tired of manually adding your new Service Fusion customers to SendJim? This integration allows the automatic, instantaneous addition of any new contacts from Service Fusion to SendJim for future mailings, or exclusion from prospect mailings in the same area.

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

    Triggers when a new Service Fusion customer is created.

    TriggerScheduled
  2. automatically do this!
    SendJimSendJim
    Create Contact

    Create a contact

    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 SendJim

SendJim is a way to quickly send custom gifts, postcards, and more to your customers.
Learn more

Related categories

  • Marketing
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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