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Service Fusion + Trello

Service Fusion + Trello

Service Fusion + Trello integrations

Create Trello cards for new Service Fusion estimates to effortlessly manage and track progress

Effortlessly manage your Service Fusion estimates with this efficient workflow. When a new estimate is created in Service Fusion, a card will be generated in your chosen Trello board, helping you stay organized and on top of your business processes. Say goodbye to manual data entry and streamline your project pipeline with this seamless automation.

  1. When this happens...
    New Estimate
    New Estimate
    New EstimateTriggers when a new Service Fusion estimate is created.
  2. automatically do this!
    Create Card
    Create Card
    Create CardAdds a new card on a specific board and list.
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More things you can do with Service Fusion and Trello

Discover other triggers and actions you can use with Service Fusion and Trello

    • 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
    Polling
    Try It
    • 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 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
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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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trello logo
About Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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