Do more with Service Fusion integrations
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pulseM
CRM (Customer Relationship Management)
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Google Drive
File Management & Storage, Google
Trello
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Smartsheet
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Gravity Forms
Forms & Surveys, WordPress
pulseM
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
HubSpot
Marketing Automation
LeadConnector
Marketing Automation
Google Drive
File Management & Storage, Google
Trello
Project Management
pulseM
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
HubSpot
Marketing Automation
LeadConnector
Marketing Automation
Google Drive
File Management & Storage, Google
Trello
Project Management
Smartsheet
Spreadsheets
Airtable
Databases
Gravity Forms
Forms & Surveys, WordPress
Join millions worldwide who automate their work using Zapier
Quickly automate Service Fusion integrations with Zapier's templates
Create Trello cards for new Service Fusion estimates to effortlessly manage and track progress
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- When Job Status Changes To
Try ItTriggerInstant- New Estimate
Triggers when a new Service Fusion estimate is created.
Try ItTriggerPolling - New Job
Triggers when a new Service Fusion job is created.
Try ItTriggerPolling - 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
ActionWrite
- New Customer
Triggers when a new Service Fusion customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new Service Fusion invoice is created.
Try ItTriggerPolling - New Tech
Triggers when a new Service Fusion tech is created.
Try ItTriggerPolling - 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
ActionWrite
Related categories