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monday.com + Service Fusion

Create items in monday.com for new customers in Service Fusion

Start transforming new customer additions in Service Fusion into managed tasks in monday.com for efficient workflow. This automation will create a new item in monday.com each time a customer is added in Service Fusion. It ensures timely management of new clients, making it easier to optimize your service delivery process and improve customer relations.

Start transforming new customer additions in Service Fusion into managed tasks in monday.com for efficient workflow. This automation will create a new item in monday.com each time a customer is added in Service Fusion. It ensures timely management of new clients, making it easier to optimize your service delivery process and improve customer relations.

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

    Triggers when a new Service Fusion customer is created.

    TriggerScheduled
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

    • When Job Status Changes To

    Trigger
    Instant
    Try It
  • Service Fusion triggers, actions, and search

    New Estimate

    Triggers when a new Service Fusion estimate is created.

    Trigger
    Scheduled
    Try It
  • Service Fusion triggers, actions, and search

    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
  • Service Fusion triggers, actions, and search

    New Customer

    Triggers when a new Service Fusion customer is created.

    Trigger
    Scheduled
    Try It
  • Service Fusion triggers, actions, and search

    New Invoice

    Triggers when a new Service Fusion invoice is created.

    Trigger
    Scheduled
    Try It
  • Service Fusion triggers, actions, and search

    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
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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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

Related Zap Templates

Related Zap Templates

  • Create items in monday.com for new jobs in Service Fusion

 

  • Update items in monday.com when job statuses are updated in Service Fusion

 

  • Create new monday.com items from new Service Fusion estimates