Connect monday.com and Service Fusion to unlock the power of automation

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Quickly connect monday.com to Service Fusion with a Zapier template.

Our most popular template

Create items in monday.com for new jobs in Service Fusion
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Service Fusion + monday.com
Update items in monday.com when job statuses are updated in Service Fusion
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Service Fusion + monday.com
Create items in monday.com for new customers in Service Fusion
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Service Fusion + monday.com
Create new monday.com items from new Service Fusion estimates
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Service Fusion + monday.com

Create items in monday.com for new jobs in Service Fusion

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Service Fusion + monday.com

Update items in monday.com when job statuses are updated in Service Fusion

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Service Fusion + monday.com

Create items in monday.com for new customers in Service Fusion

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Service Fusion + monday.com

Create new monday.com items from new Service Fusion estimates

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Service Fusion + monday.com

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate monday.com with Service Fusion - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.

Add your action

An action happens after the trigger—such as "Create Calendar Task" in Service Fusion.

You’re connected!

Zapier seamlessly connects monday.com and Service Fusion, automating your workflow.

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.

- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
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- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
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- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write

- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
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
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New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
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- 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

- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
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New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column to search in
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search
- When Job Status Changes To
Trigger
Instant
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New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
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New Job
Triggers when a new Service Fusion job is created.
Trigger
Polling
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- 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

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use monday.com and Service Fusion

Sync Customer Data from monday.com to Service Fusion

When a new item is created in monday.com representing a customer, Zapier automatically creates a corresponding customer profile in Service Fusion. This ensures up-to-date customer information is accessible across tools without manual data input, improving accuracy and maintaining seamless coordination.

Business Owner

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Create tasks in Service Fusion for new project phases

When a new group representing a project phase is created in monday.com, Zapier creates calendar tasks in Service Fusion. This keeps operational teams aligned with project milestones and ensures every phase is tracked without manual input, reducing delays and increasing visibility into timelines.

Project Management

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Log won deals in Service Fusion as jobs

When a new deal is marked as closed/won in monday.com, Zapier automatically creates a new job in Service Fusion. This streamlines the process of transitioning from sales to operations while reducing the manual work of entering job details, saving time and preventing errors.

Sales Ops

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Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your monday.com to Service Fusion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn moreLearn moreHelpHelp

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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

eCommerce

Connect monday.com and Service Fusion to unlock the power of automation

Set up your first integration

Create items in monday.com for new jobs in Service Fusion

Update items in monday.com when job statuses are updated in Service Fusion

Create items in monday.com for new customers in Service Fusion

Create new monday.com items from new Service Fusion estimates

Create items in monday.com for new jobs in Service Fusion

Update items in monday.com when job statuses are updated in Service Fusion

Create items in monday.com for new customers in Service Fusion

Create new monday.com items from new Service Fusion estimates

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use monday.com and Service Fusion

Sync Customer Data from monday.com to Service Fusion

Create tasks in Service Fusion for new project phases

Log won deals in Service Fusion as jobs

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Connect monday.com to Service Fusion on the world's largest no-code automation platform