Connect Service Fusion and SMS by Zapier to unlock the power of automation
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Choose a Trigger
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Choose an Action
How Zapier works
Zapier makes it easy to integrate Service Fusion with SMS by Zapier - no code necessary. See how you can get setup in minutes.
Select a trigger from Service Fusion
A trigger is an event that starts your Zap and runs the workflow. For example, with Service Fusion, a trigger could be "Job Status Updated."
Setup an action from SMS by Zapier
An action is what takes place after the automation is triggered. For example, with SMS by Zapier, the action could be "Send SMS."
That’s it! You just connected Service Fusion to SMS by Zapier
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Connect Service Fusion and SMS by Zapier 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.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
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
Learn how to automate Service Fusion on the Zapier blog
Learn how to automate SMS by Zapier on the Zapier blog
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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