Service Fusion and Salesflare
How to connect Service Fusion
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Customer in Service Fusion, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Estimate in Service Fusion, create opportunity in Salesflare.
- When new Invoice in Service Fusion, create opportunity, then find or create contact in Salesflare.
- When new Task in Salesflare, create Calendar Task in Service Fusion.
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.
Service Fusion operations on Zapier
Triggers (6)
Start a workflow when this happens
- Job Status Updated — Triggers when a job status is updated.
- New Customer — Triggers when a new Service Fusion customer is created.
- New Estimate — Triggers when a new Service Fusion estimate is created.
- New Invoice — Triggers when a new Service Fusion invoice is created.
- New Job — Triggers when a new Service Fusion job is created.
Show 1 more triggers
- New Tech — Triggers when a new Service Fusion tech is created.
Actions (3)
Things Salesflare can make it do
- Create Calendar Task — Creates a new Service Fusion calendar task.
- Create Customer — Creates a new Service Fusion customer.
- Create Job — Creates a new Service Fusion job.
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