PandaDoc + Service Fusion
Manage new Service Fusion customers by creating or updating contacts in PandaDoc
Stay organized and efficient with this streamlined workflow. Whenever you acquire a New Customer in Service Fusion, this automation will create or update their contact details in PandaDoc. By bridging the gap between these two platforms, it ensures that your customer information is always up-to-date, eliminating the hassle of manually transferring data, letting you focus on providing excellent customer service.
Stay organized and efficient with this streamlined workflow. Whenever you acquire a New Customer in Service Fusion, this automation will create or update their contact details in PandaDoc. By bridging the gap between these two platforms, it ensures that your customer information is always up-to-date, eliminating the hassle of manually transferring data, letting you focus on providing excellent customer service.
- When this happens...New Customer
Triggers when a new Service Fusion customer is created.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
- Free forever for core features
- 14 day trial for premium features & apps
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
New 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 ItCustomer 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
