Connect Service Fusion to IQM Reports and automate any workflow
How Zapier works
Zapier makes it easy to integrate Service Fusion with IQM Reports - no code necessary. See how you can get setup in minutes.
Select a trigger from Service Fusion
Setup an action from IQM Reports
That’s it! You just connected Service Fusion to IQM Reports
Connect Service Fusion and IQM Reports to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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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.
- When Job Status Changes To
Try It- New Estimate
Triggers when a new Service Fusion estimate is created.
Try It - New Job
Triggers when a new Service Fusion job is created.
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
- New Customer
Triggers when a new Service Fusion customer is created.
Try It - New Invoice
Triggers when a new Service Fusion invoice is created.
Try It - New Tech
Triggers when a new Service Fusion tech is created.
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