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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Contact Payment" from Sage Accounting.

Add your action

An action happens after the trigger—such as "Create Calendar Task" in Service Fusion.

You’re connected!

Zapier seamlessly connects Sage Accounting and Service Fusion, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Contact Payment
Triggers when a new contact payment is created.
Trigger
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
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New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
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Updated Product
Triggers when a product is updated.
Trigger
Polling
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Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
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Updated Service
Triggers when a service is updated.
Trigger
Polling
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- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Number or Reference
  Required
Action
Search
- Service Code or Description
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or Reference
  Required
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Service Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- When Job Status Changes To
Trigger
Instant
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New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
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New Job
Triggers when a new Service Fusion job is created.
Trigger
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- Type
  Required
- Start Date
  Required
- Start Time
- End Date
- End Time
- Task Note
- Assign To (Users)
- Relates To (Customers)
- Relates To (Jobs)
- Relates To (Estimates)
- Privacy
- Recurrence
Action
Write
- ###Customer Contact Information
- Customer
  Required
- First Name
- Last Name
- ###Location Information
- Location Name
- Address
- Ste/Unit/Apt
- City
- State
- Zip Code
- Gated Property
- Gate Code
- ###Job Details Section
- Job Category
- Job Description
- PO#
- Job Source
- Agent/Rep
- ###Job Information Section
- Job Status
  Required
- Job Date
- Arrival Time Start
- Arrival Time End
- Job Priority
- Assigned Techs
- Notes for Tech
- Completion Notes
- Payment Method
- ###Custom Fields Section
- Custom Fields
Action
Write

New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
Try It
New Service
Triggers when a new service is created.
Trigger
Polling
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Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
Try It
Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
Try It
Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
Try It
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote Number or Reference
  Required
Action
Search
- Name
  Required
Action
Search
- Invoice Reference
  Required
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote Number or Reference
  Required
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Polling
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New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Polling
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New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
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- Customer Name
  Required
- 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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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Sage Accounting and Service Fusion to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Sage Accounting to Service Fusion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Sage Accounting + Service Fusion integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Sage Accounting and Service Fusion

What is needed to integrate Sage Accounting with Service Fusion?

To integrate Sage Accounting with Service Fusion, you will typically need access to both accounts and permission to set up integrations. An integration tool such as ours can help facilitate the connection by using triggers from Service Fusion, such as 'New Job' or 'Job Status Changed', and actions in Sage Accounting like 'Create Invoice' or 'Add Customer'.

Can I automate invoice creation in Sage Accounting when a job is completed in Service Fusion?

Yes, you can automate invoice creation in Sage Accounting when a job is marked as completed in Service Fusion. By setting 'Job Completed' as a trigger in Service Fusion, our integration can automatically push this action to create an invoice in Sage Accounting.

How often does the data sync between Sage Accounting and Service Fusion?

The frequency of data synchronization between Sage Accounting and Service Fusion depends on how you've configured your integration. We typically recommend setting it for real-time updates to ensure seamless operations, especially when dealing with crucial information like invoices and payments.

Is it possible to update customer information simultaneously in both systems?

Yes, updating customer information simultaneously in both systems is possible. You can set triggers such as 'Customer Updated' in either system which will automatically update the other system using our integrations.

What should I do if the integration fails or encounters errors?

If the integration fails or encounters errors, it's essential first to check any error messages provided through our platform for resolving specific issues. Common problems might include incorrect API keys or expired session tokens. Always ensure your accounts are active and have the correct permissions.

Can we customize which data fields are integrated between Service Fusion and Sage Accounting?

Yes, you can customize data field mapping between these platforms according to your business needs. Our platform allows selecting specific fields related to triggers like 'New Customer' that guide how data is mapped into actions such as 'Add Client Record' on Sage Accounting.

Will integrating these systems impact my existing workflows in either system?

Integrating these systems should enhance rather than disrupt your existing workflows. However, it’s crucial for your team to understand new automated processes that use triggers and actions effectively. We recommend mapping out existing workflows before integration.

About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

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Related categories

Accounting

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.