CompanyCam + Service Fusion

Create projects in CompanyCam for each new customer on Service Fusion

Start a new project in CompanyCam each time there's a new customer in Service Fusion. This automation takes the manual work out of the process, ensuring every new customer from Service Fusion results in a new project in CompanyCam. Increase efficiency and save time by streamlining your workflow seamlessly.

Start a new project in CompanyCam each time there's a new customer in Service Fusion. This automation takes the manual work out of the process, ensuring every new customer from Service Fusion results in a new project in CompanyCam. Increase efficiency and save time by streamlining your workflow seamlessly.

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

    Triggers when a new Service Fusion customer is created.

    TriggerPolling
  2. automatically do this!
    CompanyCamCompanyCam
    Add Project

    Creates a new project in your account.

    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
companycam logo
companycam logo

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
Learn more

Related categories

  • Images & Design
service-fusion logo
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