Jills Office + Service Fusion

Create customers in Service Fusion from new action items in Jill's Office

Activate this template to automatically create Service Fusion customers with notes and contact information from new Jill's Office action items.

Activate this template to automatically create Service Fusion customers with notes and contact information from new Jill's Office action items.

  1. When this happens...
    Jills OfficeJills Office
    New Action Item

    Triggers when a new action item is created.

    TriggerInstant
  2. automatically do this!
    Service FusionService Fusion
    Create Customer

    Creates a new Service Fusion customer.

    ActionWrite
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Supported triggers and actions

jills-office logo
jills-office logo

About Jills Office

Jill's Office is a virtual receptionist center that answers calls and website chats for your business.

Related categories

  • CRM (Customer Relationship Management)
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

  • eCommerce