Grade.us + Service Fusion

Create Grade.us mail recipients for new Service Fusion invoices

Effortlessly stay in touch with your customers every time you create a new invoice in Service Fusion. With this automation, each new invoice generated in Service Fusion will result in the creation of a mail recipient in Grade.us, ensuring a seamless communication process for your customers. This easy-to-use workflow enhances customer engagement, making it simple to maintain and grow your relationships.

When this happens...
New Invoice
Triggers when a new Service Fusion invoice is created.
TriggerScheduled
automatically do this!
Create Mail Recipient
Triggers a review invite campaign to a recipient via email or SMS.
ActionWrite

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Supported triggers and actions

What does this mean?

- When Job Status Changes To
Trigger
Instant
Try It
New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Scheduled
Try It
New Job
Triggers when a new Service Fusion job is created.
Trigger
Scheduled
Try It
- TypeRequired
- Start DateRequired
- 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
- CustomerRequired
- 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 StatusRequired
- 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

- Profile IDRequired
Trigger
Scheduled
Try It

New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Scheduled
Try It
New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Scheduled
Try It
- 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
- Profile IDRequired
Trigger
Scheduled
Try It
- Profile IDRequired
- First NameRequired
- Last Name
- Email Address
- Phone Number
- Tags
- Custom Field
Action
Write

About Grade.us

Grade.us is the simplest tool for businesses to gather, monitor, and manage online reviews.

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Related categories

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.

Help

Related categories

eCommerce

Grade.us + Service Fusion

Create Grade.us mail recipients for new Service Fusion invoices

Job Status Updated

When Job Status Changes To

New Estimate

New Job

Create Calendar Task

Start Time

End Date

End Time

Task Note

Assign To (Users)

Relates To (Customers)

Relates To (Jobs)

Relates To (Estimates)

Privacy

Recurrence

Create Job

###Customer Contact Information

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 Date

Arrival Time Start

Arrival Time End

Job Priority

Assigned Techs

Notes for Tech

Completion Notes

Payment Method

###Custom Fields Section

Custom Fields

New Review

New Customer

New Invoice

New Tech

Create Customer

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