Chiirp + Service Fusion

Create or update Chiirp contacts when new customers are added in Service Fusion

Streamline your customer management process with this Service Fusion to Chiirp workflow. As soon as a new customer enters the Service Fusion system, this setup ensures their contact information is immediately updated or created in your Chiirp list, saving you manual data entry. With a smoother process, you can focus more on building customer relationships and growing your business.

When this happens...
New CustomerTriggers when a new Service Fusion customer is created.
TriggerPolling
automatically do this!
Create or Update ContactCreates or Updates a Contact in Chiirp. The phone number is required for every Contact in Chiirp.
ActionWrite

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More things you can do with Service Fusion and Chiirp

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

- When Job Status Changes To
Trigger
Instant
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New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
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New Job
Triggers when a new Service Fusion job is created.
Trigger
Polling
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- 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 Contact Information
- Customer
  Required
- 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 Status
  Required
- 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

New Incoming Message in Chiirp
Triggers when a new message is received in Chiirp.
Trigger
Instant
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- Tag
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Address Line #1
- Address Line #2
- City
- State
- Country
- Zip/Postal Code
- Phone Number
- Alternate Phone Number
- Email Address
- OK to Send Text Messages
  Required
- OK to Send Emails
- Birthdate
- Custom Fields
- Notes
- Target Date (Local)
- Target Date (UTC)
- Campaign on "Yes"
- Campaign on "No"
- Group on "Yes"
- Group on "No"
- Tag on "Yes"
- Tag on "No"
- Phone Number Was
- External Reference ID
- ActiveProspect: Token
- ActiveProspect: Certificate URL
- ActiveProspect: Ping URL
Action
Write

New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Polling
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New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Polling
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New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
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- 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
New Contact
Triggers when a new Contact is created in Chiirp.
Trigger
Instant
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- Tag
Trigger
Instant
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Changed Contact
Triggers when a Contact is changed in Chiirp. Use the phone number to match existing Contacts.
Trigger
Instant
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About Chiirp

Chiirp helps you Capture, Connect & Close easier and faster using automated text messaging.

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Related categories

Contact Management

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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Related categories

eCommerce

Related Zap Templates

Update or create contacts in Chiirp when job status updates in Service Fusion

Related Zap Templates

Update or create contacts in Chiirp when job status updates in Service Fusion