Formsite + Service Fusion
Create Service Fusion customers from new Formsite form results
Effortlessly streamline your customer onboarding process with this automation, which creates new customers in Service Fusion whenever new form results are captured in Formsite. Save time and reduce manual data entry, allowing you to focus on providing exceptional service to your growing client base.
Effortlessly streamline your customer onboarding process with this automation, which creates new customers in Service Fusion whenever new form results are captured in Formsite. Save time and reduce manual data entry, allowing you to focus on providing exceptional service to your growing client base.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Customer
Creates a new Service Fusion customer.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
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
