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Upper Route Planner + Service Fusion Integrations

How to connect Upper Route Planner + Service Fusion

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Supported triggers and actions

What does this mean?
  • Upper Route Planner triggers, actions, and search
    Create Delivery Task
    Create Delivery Task
    Action
    Write
  • Service Fusion triggers, actions, and search
    Job Status Updated
    Triggers when a job status is updated.
    Trigger
    Instant
  • Service Fusion triggers, actions, and search
    New Customer
    Triggers when a new Service Fusion customer is created.
    Trigger
    Scheduled
  • Service Fusion triggers, actions, and search
    New Estimate
    Triggers when a new Service Fusion estimate is created.
    Trigger
    Scheduled
  • Service Fusion triggers, actions, and search
    New Invoice
    Triggers when a new Service Fusion invoice is created.
    Trigger
    Scheduled
  • Service Fusion triggers, actions, and search
    New Job
    Triggers when a new Service Fusion job is created.
    Trigger
    Scheduled
  • Service Fusion triggers, actions, and search
    New Tech
    Triggers when a new Service Fusion tech is created.
    Trigger
    Scheduled
  • Service Fusion triggers, actions, and search
    Create Calendar Task
    Creates a new Service Fusion calendar task.
    Action
    Write
  • Service Fusion

    Creates a new Service Fusion customer.

    Scheduled

    Action

  • Service Fusion

    Creates a new Service Fusion job.

    Scheduled

    Action

How Upper Route Planner + Service Fusion Integrations Work

  1. Step 1: Authenticate Upper Route Planner and Service Fusion.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
upper-route-planner logo
upper-route-planner logo

About Upper Route Planner

Upper Route Planner is a service that optimizes Route very efficiently.

Related categories

  • Productivity
service-fusion logo
service-fusion logo

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.

Related categories

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