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How Zapier works
Zapier makes it easy to integrate PEP Cloud with Service Fusion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Client Created" from PEP Cloud.
Add your action
An action happens after the trigger—such as "Create Calendar Task" in Service Fusion.
You’re connected!
Zapier seamlessly connects PEP Cloud 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.
- Client Created
Triggers when a new client is created.
Try ItTriggerInstant - eBid Lost
Triggers when an eBid is lost.
Try ItTriggerInstant - First Name
- Last Name
- Company Name
- Address1
- Address2
- City
- State
- Zipcode
- Country
- Phone
- Fax
- Cell
- Email
- Lead?
- Lead Source
- Color Dot Color
ActionWrite- New Customer
Triggers when a new Service Fusion customer is created.
Try ItTriggerPolling
- eBid Created
Triggers when an eBid is created.
Try ItTriggerInstant - eBid Won
Triggers when an eBid is won.
Try ItTriggerInstant - When Job Status Changes To
Try ItTriggerInstant- New Estimate
Triggers when a new Service Fusion estimate is created.
Try ItTriggerPolling
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