Service Fusion + Looping by Zapier + Samsara Integrations

How to connect Service Fusion + Looping by Zapier + Samsara

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Do even more with Service Fusion + Looping by Zapier + Samsara

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Service Fusion, Looping by Zapier, and Samsara. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- When Job Status Changes To
Trigger
Instant
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New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Scheduled
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New Job
Triggers when a new Service Fusion job is created.
Trigger
Scheduled
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- 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

- Help Warning
- Loop iteration counter start
- Loop iteration counter end
- Loop iteration counter increment amount
- Maximum number of Loop iterations
Action
Write
- Document TypeRequired
Trigger
Scheduled
Try It

New Route Job Completion
Triggers when a job is newly completed in a Samsara route.
Trigger
Scheduled
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- First Name
- Last Name
- Email
- Phone Number
Action
Write
- Value to Search ForRequired
- Field to Search OnRequired
- First Name
- Last Name
- Email
- Phone Number
Action
Search or write

New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Scheduled
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New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Scheduled
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New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Scheduled
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- 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
- Help Warning
- Values to LoopRequired
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
- Help Warning
- Values to LoopRequired
- Text Delimiter
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
Action
Write
New Route Added
Triggers when a new route is added to Samsara
Trigger
Scheduled
Try It
- Formatted AddressRequired
- NameRequired
- Contact Id
- Notes
- Radius (Meters)Required
Action
Write
- NameRequired
- Driver Id
- Vehicle Id
- Scheduled Start MsRequired
- Start Location Address IdRequired
- Job Notes
- Scheduled Arrival Time (ms)Required
- Scheduled Departure Time (ms)
- Destination Address IdRequired
- Notes
Action
Write

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How Service Fusion + Looping by Zapier + Samsara Integrations Work

Step 1: Authenticate Service Fusion, Looping by Zapier, and Samsara.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Service Fusion + Looping by Zapier + Samsara

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

About Looping by Zapier

Looping by Zapier is a helper app to repeat Action(s) in you Zaps a variable number of times for sets of values.

Learn more Help

Related categories

About Samsara

Samsara is a cloud-connected sensor data platform for connected operations.

Help

Related categories

Devices

Service Fusion + Looping by Zapier + Samsara Integrations

How to connect Service Fusion + Looping by Zapier + Samsara

Do even more with Service Fusion + Looping by Zapier + Samsara

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

Create Loop From Numbers

Help Warning

Loop iteration counter start

Loop iteration counter end

Loop iteration counter increment amount

Maximum number of Loop iterations

New Document Submitted

New Route Job Completion

Create Contact

First Name

Last Name

Email

Phone Number

Find or Create Contact

First Name

Last Name

Email

Phone Number

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