Google Sheets + Service Fusion

Add new Service Fusion customers to Google Sheets rows instantly

Keep track of new customers through Service Fusion with our simple workflow. Whenever a new customer is registered in Service Fusion, this workflow will immediately help you create a new row at the top of your selected Google Sheets spreadsheet. It's a great way to ensure all customer details are timely and effectively recorded, making it easy for your business to manage customer data and interactions.

Keep track of new customers through Service Fusion with our simple workflow. Whenever a new customer is registered in Service Fusion, this workflow will immediately help you create a new row at the top of your selected Google Sheets spreadsheet. It's a great way to ensure all customer details are timely and effectively recorded, making it easy for your business to manage customer data and interactions.

  1. When this happens...
    Service FusionService Fusion
    New Customer

    Triggers when a new Service Fusion customer is created.

    TriggerPolling
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row at Top

    Creates a new spreadsheet row at the top of a spreadsheet (after the header row).

    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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google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

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  • Google
  • Spreadsheets

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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