AnswerForce + Service Fusion
Create new Service Fusion customers from new AnswerForce messages
Automate your customer response process with this workflow between AnswerForce and Service Fusion. When a new message arrives in AnswerForce, it instantly generates a new customer profile in Service Fusion, eliminating the need to manually transfer information and thus saving valuable time. Stay organized, respond quickly, and ensure no customer inquiry goes unanswered with this efficient automation.
Automate your customer response process with this workflow between AnswerForce and Service Fusion. When a new message arrives in AnswerForce, it instantly generates a new customer profile in Service Fusion, eliminating the need to manually transfer information and thus saving valuable time. Stay organized, respond quickly, and ensure no customer inquiry goes unanswered with this efficient automation.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Customer
Creates a new Service Fusion customer.
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New Message
Triggers when a new message is taken.
Try ItNew Customer
Triggers when a new Service Fusion customer is created.
Try ItNew Invoice
Triggers when a new Service Fusion invoice is created.
Try ItNew Tech
Triggers when a new Service Fusion tech is created.
Try It
When Job Status Changes To
Try ItNew Estimate
Triggers when a new Service Fusion estimate is created.
Try ItNew Job
Triggers when a new Service Fusion job is created.
Try ItTypeRequired
Start DateRequired
Start Time
End Date
End Time
Task Note
Assign To (Users)
Relates To (Customers)
Relates To (Jobs)
Relates To (Estimates)
Privacy
Recurrence