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NiceJob + Service Fusion

Create or update NiceJob people when new Service Fusion customers are added

Seamlessly manage your customer data with this automation between Service Fusion and NiceJob. When a new customer is added in Service Fusion, their information will be used to create or update a person in NiceJob. This efficient workflow not only saves time by streamlining your data management, but also helps to enhance your customer engagement efforts in NiceJob.

Seamlessly manage your customer data with this automation between Service Fusion and NiceJob. When a new customer is added in Service Fusion, their information will be used to create or update a person in NiceJob. This efficient workflow not only saves time by streamlining your data management, but also helps to enhance your customer engagement efforts in NiceJob.

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

    Triggers when a new Service Fusion customer is created.

    TriggerScheduled
  2. automatically do this!
    NiceJobNiceJob
    Create or Update Person

    Creates a new Person or updates an exisitng person with the given email.

    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
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About NiceJob

NiceJob is a platform that helps you get more customer reviews and build a great reputation online.
Learn more

Related categories

  • Marketing Automation

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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