Microsoft Excel + Service Fusion

Update rows in Microsoft Excel when job status changes in Service Fusion

When a job status is updated in Service Fusion, this workflow instantly adds a row to a specified table in your Microsoft Excel. It is ideal for keeping project updates well-documented and organized neatly. Save time from manual data entry, enhance your tracking process, and ensure you always have the most current information at your fingertips.

When a job status is updated in Service Fusion, this workflow instantly adds a row to a specified table in your Microsoft Excel. It is ideal for keeping project updates well-documented and organized neatly. Save time from manual data entry, enhance your tracking process, and ensure you always have the most current information at your fingertips.

  1. When this happens...
    Service FusionService Fusion
    Job Status Updated

    Triggers when a job status is updated.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row to Table

    Adds a new row to the end of a specific table.

    ActionWrite
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Supported triggers and actions

    • Customer 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

    Action
    Write
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excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
Learn more

Related categories

  • Microsoft
  • Spreadsheets

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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