Service Fusion + VideoAsk

Create Service Fusion customers from new VideoAsk responses

Easily add new contacts to Service Fusion whenever a respondent submits a response via VideoAsk. This automation instantly creates a customer in Service Fusion based on the information provided by the respondent, streamlining your workflow and ensuring that you never miss a potential lead. Keep your customer database up-to-date with an efficient, integrated process.

When this happens...
New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
TriggerInstant
automatically do this!
Create Customer
Creates a new Service Fusion customer.
ActionWrite

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Supported triggers and actions

- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization IdRequired
- Name
- EmailRequired
- Phone Number
Action
Write
- When Job Status Changes To
Trigger
Instant
Try It
New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Scheduled
Try It

New Job
Triggers when a new Service Fusion job is created.
Trigger
Scheduled
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
Action
Write

- ###Customer Contact Information
- CustomerRequired
- 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 StatusRequired
- 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

- Organization
- VideoaskRequired
Trigger
Instant
Try It
- VideoaskRequired
- Name
- EmailRequired
- Phone Number
- Product Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Scheduled
Try It
New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Scheduled
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
Action
Write

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.

Learn more

Related categories

eCommerce

About VideoAsk

VideoAsk is a business tool to help your business have meaningful interactions using the proximity of video.

Learn more

Related categories

Forms & Surveys

Service Fusion + VideoAsk

Create Service Fusion customers from new VideoAsk responses

Supported triggers and actions

New Reply (From the VideoAsker/You)

New Response (From a Respondent)

Create a Contact in VideoAsk (Recommended)

Job Status Updated

New Estimate

New Job

Create Calendar Task

Create Job

New Reply (From a Respondent)

Create a Contact in a Videoask (OLD)

API Request (Beta)

New Customer

New Invoice

New Tech

Create Customer

About Service Fusion

Related categories

About VideoAsk

Related categories

Similar apps

Zapier Interfaces