Service Fusion + Upper Route Planner integrations
Create delivery tasks in Upper Route Planner for new Service Fusion jobs
Activate this Zapier template to create delivery tasks in Upper Route Planner whenever you have new Service Fusion jobs.
- When this happens...New JobTriggers when a new Service Fusion job is created.
- automatically do this!Create Delivery TaskCreate Delivery Task
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More things you can do with Service Fusion and Upper Route Planner
Discover other triggers and actions you can use with Service Fusion and Upper Route Planner
- 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



