RP-1 + Service Fusion
Create new RP-1 contacts from new Service Fusion customers
When a new customer signs up on Service Fusion, ensure their information is instantly added to RP-1. This workflow seamlessly transfers new customer details from Service Fusion to RP-1, facilitating efficient contact management. It's effective in solving the problem of manual data entry and ensuring all your customer information is up-to-date across platforms.
When a new customer signs up on Service Fusion, ensure their information is instantly added to RP-1. This workflow seamlessly transfers new customer details from Service Fusion to RP-1, facilitating efficient contact management. It's effective in solving the problem of manual data entry and ensuring all your customer information is up-to-date across platforms.
- When this happens...New Customer
Triggers when a new Service Fusion customer is created.
- automatically do this!Create Contact
Creates a Contact in the system
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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
New 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 ItCustomer 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